KRS Capital Management’s Twilio TWLO Stock Holding History

KRS 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	$995K	Hold	4,820	–	–	0.46%	39
2026 Q1	$606K	Hold	4,820	–	–	0.37%	55
2025 Q4	$686K	Hold	4,820	–	–	0.39%	55
2025 Q3	$482K	Hold	4,820	–	–	0.29%	67
2025 Q2	$599K	Hold	4,820	–	–	0.4%	58
2025 Q1	$472K	Hold	4,820	–	–	0.38%	63
2024 Q4	$521K	Hold	4,820	–	–	0.37%	63
2024 Q3	$314K	Hold	4,820	–	–	0.23%	81
2024 Q2	$274K	Sell	4,820 -1,470	-23%	-$86.7K	0.2%	97
2024 Q1	$385K	Sell	6,290 -400	-6%	-$26.3K	0.31%	75
2023 Q4	$508K	Buy	6,690 +100	+2%	+$6.23K	0.47%	59
2023 Q3	$386K	Hold	6,590	–	–	0.41%	64
2023 Q2	$419K	Hold	6,590	–	–	0.42%	70
2023 Q1	$439K	Buy	6,590 +250	+4%	+$15.4K	0.49%	59
2022 Q4	$310K	Sell	6,340 -35	-0.5%	-$1.99K	0.42%	78
2022 Q3	$440K	Sell	6,375 -100	-2%	-$7.99K	0.61%	53
2022 Q2	$542K	Hold	6,475	–	–	0.77%	39
2022 Q1	$1.07M	Buy	6,475 +100	+2%	+$18.2K	1.16%	19
2021 Q4	$1.68M	Buy	+6,375	New	+$1.91M	1.44%	9

Other funds holding TWLO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

KRS Capital Management held its Twilio (TWLO) position steady in Q2 2026 at 4,820 shares worth $995K. The position accounts for 0.46% of the portfolio, ranked #39.

KRS Capital Management first reported a position in TWLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2021. 340 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

KRS Capital Management held 4,820 shares of Twilio worth $995K as of Q2 2026.
KRS Capital Management left its Twilio share count unchanged in Q2 2026.
Twilio made up 0.46% of KRS Capital Management's portfolio in Q2 2026, its #39 holding.
KRS Capital Management first reported a position in Twilio in Q4 2021 and has held it in 19 quarters since.
KRS Capital Management's Twilio position peaked at $1.68M in Q4 2021.
340 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.