Man Group’s Twilio TWLO Stock Holding History

Man Group’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
2025 Q4	–	Sell	-40,000	Closed	-$4M	–	2477
2025 Q3	$4M	Buy	+40,000	New	+$4.5M	0.01%	1163
2022 Q2	–	Sell	-1,300	Closed	-$214K	–	2409
2022 Q1	$214K	Buy	+1,300	New	+$237K	﹤0.01%	1911
2021 Q3	–	Sell	-150,000	Closed	-$59.1M	–	2107
2021 Q2	$59.1M	Buy	+150,000	New	+$52.1M	0.21%	99

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

Man Group's TWLO Position: Q1 2026 in Review

Man Group reduced its Twilio (TWLO) stake by 24% in Q1 2026, selling an estimated $11.6M and leaving 296,190 shares worth $37.3M. The position accounts for 0.07% of the portfolio, ranked #294.

Man Group first reported a position in TWLO in Q2 2018 and has held it in 28 quarters since. The position peaked at $92.4M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Man Group held 296,190 shares of Twilio worth $37.3M as of Q1 2026.
Man Group sold 94,523 Twilio shares in Q1 2026, an estimated $11.6M.
Twilio made up 0.07% of Man Group's portfolio in Q1 2026, its #294 holding.
Man Group first reported a position in Twilio in Q2 2018 and has held it in 28 quarters since.
Man Group's Twilio position peaked at $92.4M in Q2 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Man Group's 13F filing for Q1 2026, filed 15 May 2026.