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LECAP Asset Management’s Twilio TWLO Stock Holding History

LECAP Asset 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 		– Sell
-11,467
Closed -$1.44M – 379
2026
Q1 		$1.44M Buy
11,467
+6,612
+136% +$813K 0.54% 57
2025
Q4 		$691K Buy
4,855
+2,786
+135% +$345K 0.28% 143
2025
Q3 		$207K Buy
+2,069
New +$233K 0.07% 265
2025
Q2 		– Sell
-7,789
Closed -$763K – 395
2025
Q1 		$763K Sell
7,789
-21,765
-74% -$2.58M 0.18% 199
2024
Q4 		$3.19M Sell
29,554
-17,824
-38% -$1.63M 0.87% 15
2024
Q3 		$3.09M Sell
47,378
-22,324
-32% -$1.34M 0.67% 40
2024
Q2 		$3.96M Buy
69,702
+10,774
+18% +$636K 0.86% 15
2024
Q1 		$3.6M Buy
58,928
+28,666
+95% +$1.89M 0.75% 31
2023
Q4 		$2.3M Buy
+30,262
New +$1.89M 0.84% 19

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

LECAP Asset Management's TWLO Position: Q2 2026 in Review

LECAP Asset Management sold out of Twilio (TWLO) in Q2 2026, closing a stake of 11,467 shares — an estimated $1.44M sold.

LECAP Asset Management first reported a position in TWLO in Q4 2023 and held it in 9 quarters. The position peaked at $3.96M in Q2 2024. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • LECAP Asset Management reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 11,467 Twilio shares in Q2 2026, an estimated $1.44M.
  • LECAP Asset Management first reported a position in Twilio in Q4 2023 and held it in 9 quarters.
  • LECAP Asset Management's Twilio position peaked at $3.96M in Q2 2024.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.