Mariner
TWLO icon

Mariner’s Twilio TWLO Stock Holding History

Mariner’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 		$1.23M Sell
9,806
-56,991
-85% -$7.01M ﹤0.01% 1824
2025
Q4 		$9.5M Buy
66,797
+19,653
+42% +$2.43M 0.01% 729
2025
Q3 		$4.72M Sell
47,144
-25,267
-35% -$2.84M 0.01% 949
2025
Q2 		$9M Sell
72,411
-4,679
-6% -$498K 0.01% 638
2025
Q1 		$7.55M Buy
77,090
+30,095
+64% +$3.57M 0.01% 653
2024
Q4 		$5.08M Buy
46,995
+345
+0.7% +$31.5K 0.01% 796
2024
Q3 		$3.04M Buy
46,650
+5,678
+14% +$340K 0.01% 985
2024
Q2 		$2.33M Sell
40,972
-17,427
-30% -$1.03M ﹤0.01% 1035
2024
Q1 		$3.57M Buy
58,399
+12,014
+26% +$791K 0.01% 862
2023
Q4 		$3.52M Buy
46,385
+2,120
+5% +$132K 0.01% 815
2023
Q3 		$2.59M Buy
44,265
+3,212
+8% +$200K 0.01% 869
2023
Q2 		$2.61M Buy
41,053
+25,740
+168% +$1.52M 0.01% 874
2023
Q1 		$1.01M Buy
15,313
+3,788
+33% +$234K ﹤0.01% 1265
2022
Q4 		$564K Sell
11,525
-6,200
-35% -$353K ﹤0.01% 1586
2022
Q3 		$1.23M Sell
17,725
-57,926
-77% -$4.63M ﹤0.01% 967
2022
Q2 		$6.34M Sell
75,651
-44,389
-37% -$4.97M 0.03% 421
2022
Q1 		$19.8M Buy
120,040
+67,479
+128% +$12.3M 0.07% 237
2021
Q4 		$13.8M Buy
52,561
+3,513
+7% +$1.05M 0.06% 255
2021
Q3 		$15.6M Buy
+49,048
New +$17.9M 0.08% 222
2019
Q1 		– Sell
-2,616
Closed -$234K – 1056
2018
Q4 		$234K Buy
+2,616
New +$213K ﹤0.01% 736

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

Mariner's TWLO Position: Q1 2026 in Review

Mariner reduced its Twilio (TWLO) stake by 85% in Q1 2026, selling an estimated $7.01M and leaving 9,806 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Mariner first reported a position in TWLO in Q4 2018 and has held it in 20 quarters since. The position peaked at $19.8M in Q1 2022. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Mariner held 9,806 shares of Twilio worth $1.23M as of Q1 2026.
  • Mariner sold 56,991 Twilio shares in Q1 2026, an estimated $7.01M.
  • Twilio made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1824 holding.
  • Mariner first reported a position in Twilio in Q4 2018 and has held it in 20 quarters since.
  • Mariner's Twilio position peaked at $19.8M in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.