KCP
TWLO icon

Kera Capital Partners’s Twilio TWLO Stock Holding History

Kera Capital Partners’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 		$1.04M Sell
5,051
-290
-5% -$51.4K 0.1% 119
2026
Q1 		$672K Buy
5,341
+1,068
+25% +$131K 0.08% 157
2025
Q4 		$515K Buy
+4,273
New +$529K 0.06% 238
2025
Q3 		– Sell
-1,788
Closed -$222K – 452
2025
Q2 		$222K Buy
+1,788
New +$190K 0.04% 298
2025
Q1 		– Sell
-2,289
Closed -$247K – 222
2024
Q4 		$247K Buy
+2,289
New +$209K 0.07% 101

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kera Capital Partners's TWLO Position: Q2 2026 in Review

Kera Capital Partners reduced its Twilio (TWLO) stake by 5.4% in Q2 2026, selling an estimated $51.4K and leaving 5,051 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #119.

Kera Capital Partners first reported a position in TWLO in Q4 2024 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kera Capital Partners held 5,051 shares of Twilio worth $1.04M as of Q2 2026.
  • Kera Capital Partners sold 290 Twilio shares in Q2 2026, an estimated $51.4K.
  • Twilio made up 0.1% of Kera Capital Partners's portfolio in Q2 2026, its #119 holding.
  • Kera Capital Partners first reported a position in Twilio in Q4 2024 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.