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LMR Partners’s Twilio TWLO Stock Holding History

LMR 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
Q1 		$18.9M Sell
150,000
-75,000
-33% -$9.23M 0.04% 230
2025
Q4 		$32M Buy
225,000
+25,000
+13% +$3.1M 0.06% 142
2025
Q3 		$20M Sell
200,000
-50,000
-20% -$5.63M 0.09% 181
2025
Q2 		$31.1M Hold
250,000
– – 0.22% 98
2025
Q1 		$24.5M Sell
250,000
-96,082
-28% -$11.4M 0.23% 107
2024
Q4 		$37.4M Sell
346,082
-178,918
-34% -$16.4M 0.31% 56
2024
Q3 		$34.2M Buy
525,000
+519,845
+10,084% +$31.1M 0.27% 64
2024
Q2 		$293K Sell
5,155
-15,541
-75% -$917K ﹤0.01% 818
2024
Q1 		$1.27M Sell
20,696
-264,308
-93% -$17.4M 0.01% 626
2023
Q4 		$21.6M Buy
+285,004
New +$17.8M 0.25% 99
2022
Q3 		– Sell
-6,757
Closed -$566K – 1305
2022
Q2 		$566K Buy
+6,757
New +$756K 0.01% 886
2021
Q3 		– Sell
-22,627
Closed -$8.92M – 1196
2021
Q2 		$8.92M Buy
22,627
+16,744
+285% +$5.81M 0.13% 142
2021
Q1 		$2M Buy
+5,883
New +$2.2M 0.05% 327
2019
Q2 		– Sell
-67,128
Closed -$8.67M – 582
2019
Q1 		$8.67M Buy
+67,128
New +$7.56M 0.44% 40
2018
Q4 		– Sell
-3,746
Closed -$323K – 482
2018
Q3 		$323K Sell
3,746
-71,171
-95% -$5.2M 0.02% 247
2018
Q2 		$4.2M Buy
+74,917
New +$3.71M 0.22% 97

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

LMR Partners's TWLO Position: Q1 2026 in Review

LMR Partners reduced its Twilio (TWLO) stake by 33% in Q1 2026, selling an estimated $9.23M and leaving 150,000 shares worth $18.9M. The position accounts for 0.04% of the portfolio, ranked #230.

LMR Partners first reported a position in TWLO in Q2 2018 and has held it in 16 quarters since. The position peaked at $37.4M in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • LMR Partners held 150,000 shares of Twilio worth $18.9M as of Q1 2026.
  • LMR Partners sold 75,000 Twilio shares in Q1 2026, an estimated $9.23M.
  • Twilio made up 0.04% of LMR Partners's portfolio in Q1 2026, its #230 holding.
  • LMR Partners first reported a position in Twilio in Q2 2018 and has held it in 16 quarters since.
  • LMR Partners's Twilio position peaked at $37.4M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.