LBP AM’s Twilio TWLO Stock Holding History

LBP AM’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 Q1	$575K	Sell	4,568 -41,266	-90%	-$5.08M	0.01%	365
2025 Q4	$6.52M	Sell	45,834 -2,087	-4%	-$259K	0.08%	209
2025 Q3	$4.8M	Sell	47,921 -956	-2%	-$108K	0.06%	221
2025 Q2	$6.08M	Buy	48,877 +7,872	+19%	+$837K	0.09%	184
2025 Q1	$4.01M	Sell	41,005 -1,278	-3%	-$151K	0.06%	213
2024 Q4	$4.57M	Buy	42,283 +457	+1%	+$41.8K	0.06%	210
2024 Q3	$2.73M	Buy	+41,826	New	+$2.5M	0.04%	225

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

LBP AM's TWLO Position: Q1 2026 in Review

LBP AM reduced its Twilio (TWLO) stake by 90% in Q1 2026, selling an estimated $5.08M and leaving 4,568 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #365.

LBP AM first reported a position in TWLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.52M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

LBP AM held 4,568 shares of Twilio worth $575K as of Q1 2026.
LBP AM sold 41,266 Twilio shares in Q1 2026, an estimated $5.08M.
Twilio made up 0.01% of LBP AM's portfolio in Q1 2026, its #365 holding.
LBP AM first reported a position in Twilio in Q3 2024 and has held it in 7 quarters since.
LBP AM's Twilio position peaked at $6.52M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.