Melqart Asset Management’s Twilio TWLO Stock Holding History

Melqart 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 Q1	–	Sell	-40,447	Closed	-$5.75M	–	59
2025 Q4	$5.75M	Buy	+40,447	New	+$5.01M	0.57%	37
2024 Q2	–	Sell	-103,599	Closed	-$6.34M	–	68
2024 Q1	$6.34M	Buy	+103,599	New	+$6.82M	0.39%	43
2022 Q4	–	Sell	-244,153	Closed	-$16.9M	–	53
2022 Q3	$16.9M	Buy	+244,153	New	+$19.5M	1.29%	32
2022 Q1	–	Sell	-60,559	Closed	-$15.9M	–	91
2021 Q4	$15.9M	Sell	60,559 -43,748	-42%	-$13.1M	0.81%	33
2021 Q3	$33.3M	Buy	104,307 +30,550	+41%	+$11.1M	1.59%	20
2021 Q2	$29.1M	Sell	73,757 -2,400	-3%	-$833K	1.31%	22
2021 Q1	$26M	Buy	76,157 +35,860	+89%	+$13.4M	1.18%	22
2020 Q4	$13.6M	Buy	40,297 +3,697	+10%	+$1.16M	1.03%	24
2020 Q3	$9.04M	Buy	36,600 +31,100	+565%	+$7.67M	1%	33
2020 Q2	$1.21M	Buy	+5,500	New	+$883K	0.15%	45
2020 Q1	–	Sell	-120,000	Closed	-$11.8M	–	45
2019 Q4	$11.8M	Hold	120,000	–	–	0.99%	27
2019 Q3	$13.2M	Buy	+120,000	New	+$15.6M	1.2%	22

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

Melqart Asset Management's TWLO Position: Q1 2026 in Review

Melqart Asset Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 40,447 shares — an estimated $5.75M sold.

Melqart Asset Management first reported a position in TWLO in Q3 2019 and held it in 12 quarters. The position peaked at $33.3M in Q3 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Melqart Asset Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Melqart Asset Management sold 40,447 Twilio shares in Q1 2026, an estimated $5.75M.
Melqart Asset Management first reported a position in Twilio in Q3 2019 and held it in 12 quarters.
Melqart Asset Management's Twilio position peaked at $33.3M in Q3 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Melqart Asset Management's 13F filing for Q1 2026, filed 12 May 2026.