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London & Capital Asset Management’s Twilio TWLO Stock Holding History

London & Capital 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 		$271K Buy
+1,313
New +$233K ﹤0.01% 185
2024
Q2 		– Sell
-154,691
Closed -$9.46M – 81
2024
Q1 		$9.46M Buy
154,691
+21,038
+16% +$1.39M 0.72% 42
2023
Q4 		$10.1M Sell
133,653
-2,343
-2% -$146K 0.85% 39
2023
Q3 		$7.96M Buy
135,996
+13,185
+11% +$822K 0.73% 40
2023
Q2 		$7.81M Buy
122,811
+5,582
+5% +$329K 0.77% 38
2023
Q1 		$7.81M Buy
117,229
+3,336
+3% +$206K 0.73% 38
2022
Q4 		$5.58M Buy
113,893
+16,559
+17% +$942K 0.51% 42
2022
Q3 		$6.73M Buy
97,334
+13,035
+15% +$1.04M 0.63% 42
2022
Q2 		$7.07M Sell
84,299
-766
-0.9% -$85.7K 0.56% 42
2022
Q1 		$14M Buy
85,065
+18,622
+28% +$3.39M 1.04% 35
2021
Q4 		$17.5M Buy
66,443
+13,914
+26% +$4.16M 1.07% 37
2021
Q3 		$16.8M Buy
52,529
+12,871
+32% +$4.69M 1.22% 37
2021
Q2 		$15.6M Buy
39,658
+10,411
+36% +$3.61M 1.28% 37
2021
Q1 		$9.97M Buy
29,247
+7,542
+35% +$2.82M 0.93% 42
2020
Q4 		$7.35M Buy
+21,705
New +$6.78M 0.82% 38

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 $3.38T AUM 44.17% 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

London & Capital Asset Management's TWLO Position: Q2 2026 in Review

London & Capital Asset Management opened a new position in Twilio (TWLO) in Q2 2026: 1,313 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings. This is a return to the name: London & Capital Asset Management previously reported a position in TWLO as recently as Q1 2024.

London & Capital Asset Management first reported a position in TWLO in Q4 2020 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2021. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • London & Capital Asset Management held 1,313 shares of Twilio worth $271K as of Q2 2026.
  • Twilio was a new London & Capital Asset Management position in Q2 2026.
  • Twilio made up ﹤0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #185 holding.
  • London & Capital Asset Management first reported a position in Twilio in Q4 2020 and has held it in 15 quarters since.
  • London & Capital Asset Management's Twilio position peaked at $17.5M in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.