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Kennicott Capital Management’s Twilio TWLO Stock Holding History

Kennicott Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Buy
+1,140
New +$202K 0.11% 45
2025
Q3 		– Sell
-1,735
Closed -$216K – 52
2025
Q2 		$216K Buy
+1,735
New +$184K 0.12% 46

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Kennicott Capital Management's TWLO Position: Q2 2026 in Review

Kennicott Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 1,140 shares worth $235K. The stake represents 0.11% of the portfolio and ranks #45 among its holdings. This is a return to the name: Kennicott Capital Management previously reported a position in TWLO as recently as Q2 2025.

Kennicott Capital Management first reported a position in TWLO in Q2 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kennicott Capital Management held 1,140 shares of Twilio worth $235K as of Q2 2026.
  • Twilio was a new Kennicott Capital Management position in Q2 2026.
  • Twilio made up 0.11% of Kennicott Capital Management's portfolio in Q2 2026, its #45 holding.
  • Kennicott Capital Management first reported a position in Twilio in Q2 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.