Marshall Wace
TWLO icon

Marshall Wace’s Twilio TWLO Stock Holding History

Marshall Wace’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 		$1.94M Sell
9,385
-570,474
-98% -$101M ﹤0.01% 1880
2026
Q1 		$73M Buy
579,859
+272,986
+89% +$33.6M 0.07% 248
2025
Q4 		$43.6M Buy
306,873
+153,551
+100% +$19M 0.04% 378
2025
Q3 		$15.3M Sell
153,322
-196,873
-56% -$22.2M 0.02% 767
2025
Q2 		$43.6M Sell
350,195
-35,239
-9% -$3.75M 0.05% 330
2025
Q1 		$37.7M Sell
385,434
-125,344
-25% -$14.9M 0.05% 346
2024
Q4 		$55.2M Buy
510,778
+393,892
+337% +$36M 0.07% 266
2024
Q3 		$7.62M Buy
116,886
+69,672
+148% +$4.17M 0.01% 858
2024
Q2 		$2.68M Sell
47,214
-859,053
-95% -$50.7M ﹤0.01% 1233
2024
Q1 		$55.4M Buy
+906,267
New +$59.7M 0.08% 233
2023
Q3 		– Sell
-179,391
Closed -$11.4M – 2698
2023
Q2 		$11.4M Sell
179,391
-115,232
-39% -$6.8M 0.02% 673
2023
Q1 		$19.6M Buy
294,623
+205,797
+232% +$12.7M 0.04% 473
2022
Q4 		$4.35M Buy
+88,826
New +$5.06M 0.01% 1278
2022
Q3 		– Sell
-89,878
Closed -$7.53M – 3808
2022
Q2 		$7.53M Buy
+89,878
New +$10.1M 0.02% 1062
2022
Q1 		– Sell
-18,914
Closed -$4.98M – 4034
2021
Q4 		$4.98M Sell
18,914
-48,418
-72% -$14.5M 0.01% 1350
2021
Q3 		$21.5M Buy
67,332
+65,937
+4,727% +$24M 0.09% 251
2021
Q2 		$549K Sell
1,395
-18,718
-93% -$6.5M ﹤0.01% 2088
2021
Q1 		$6.85M Buy
20,113
+18,867
+1,514% +$7.07M 0.03% 652
2020
Q4 		$422K Buy
+1,246
New +$389K ﹤0.01% 1535
2020
Q2 		– Sell
-12,736
Closed -$1.14M – 1955
2020
Q1 		$1.14M Buy
+12,736
New +$1.4M 0.01% 773
2018
Q3 		– Sell
-6,000
Closed -$336K – 1284
2018
Q2 		$336K Buy
+6,000
New +$297K 0.01% 622

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 $3.37T AUM 44.26% 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

Marshall Wace's TWLO Position: Q2 2026 in Review

Marshall Wace reduced its Twilio (TWLO) stake by 98% in Q2 2026, selling an estimated $101M and leaving 9,385 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Marshall Wace first reported a position in TWLO in Q2 2018 and has held it in 21 quarters since. The position peaked at $73M in Q1 2026. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Marshall Wace held 9,385 shares of Twilio worth $1.94M as of Q2 2026.
  • Marshall Wace sold 570,474 Twilio shares in Q2 2026, an estimated $101M.
  • Twilio made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1880 holding.
  • Marshall Wace first reported a position in Twilio in Q2 2018 and has held it in 21 quarters since.
  • Marshall Wace's Twilio position peaked at $73M in Q1 2026.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.