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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 		– Sell
-14,000
Closed -$1.99M – 1885
2025
Q4 		$1.99M Hold
14,000
– – ﹤0.01% 815
2025
Q3 		$1.4M Hold
14,000
– – 0.01% 839
2025
Q2 		$1.74M Hold
14,000
– – 0.01% 675
2025
Q1 		$1.37M Buy
14,000
+8,300
+146% +$984K 0.01% 723
2024
Q4 		$616K Sell
5,700
-41,600
-88% -$3.8M 0.01% 801
2024
Q3 		$3.08M Hold
47,300
– – 0.02% 484
2024
Q2 		$2.69M Hold
47,300
– – 0.02% 476
2024
Q1 		$2.89M Buy
+47,300
New +$3.12M 0.03% 463

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.