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 Q1	$62.9K	Buy	+500	New	+$61.5K	﹤0.01%	2954
2025 Q4	–	Sell	-100	Closed	-$10K	–	3493
2025 Q3	$10K	Buy	+100	New	+$11.3K	﹤0.01%	2805

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

Marshall Wace's TWLO Position: Q1 2026 in Review

Marshall Wace increased its Twilio (TWLO) stake by 89% in Q1 2026, buying an estimated $33.6M and bringing the position to 579,859 shares worth $73M. The position accounts for 0.07% of the portfolio, ranked #248.

Marshall Wace first reported a position in TWLO in Q2 2018 and has held it in 20 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Marshall Wace held 579,859 shares of Twilio worth $73M as of Q1 2026.
Marshall Wace bought 272,986 Twilio shares in Q1 2026, an estimated $33.6M.
Twilio made up 0.07% of Marshall Wace's portfolio in Q1 2026, its #248 holding.
Marshall Wace first reported a position in Twilio in Q2 2018 and has held it in 20 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.