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MV Capital Management’s Twilio TWLO Stock Holding History

MV Capital 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
Q2 		$104K Sell
504
-79
-14% -$14K 0.01% 251
2026
Q1 		$73.4K Sell
583
-641
-52% -$78.8K 0.01% 279
2025
Q4 		$174K Sell
1,224
-39
-3% -$4.83K 0.02% 198
2025
Q3 		$126K Buy
1,263
+217
+21% +$24.4K 0.01% 224
2025
Q2 		$130K Buy
1,046
+319
+44% +$33.9K 0.01% 218
2025
Q1 		$71.2K Buy
727
+510
+235% +$60.4K 0.01% 270
2024
Q4 		$23.5K Buy
217
+215
+10,750% +$19.6K ﹤0.01% 397
2024
Q3 		$131 Buy
2
+1
+100% +$60 ﹤0.01% 938
2024
Q2 		$57 Sell
1
-9
-90% -$531 ﹤0.01% 952
2024
Q1 		$612 Buy
10
+8
+400% +$527 ﹤0.01% 700
2023
Q4 		$152 Buy
+2
New +$125 ﹤0.01% 710

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 $3.38T AUM 44.17% 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

MV Capital Management's TWLO Position: Q2 2026 in Review

MV Capital Management reduced its Twilio (TWLO) stake by 14% in Q2 2026, selling an estimated $14K and leaving 504 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #251.

MV Capital Management first reported a position in TWLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q4 2025. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • MV Capital Management held 504 shares of Twilio worth $104K as of Q2 2026.
  • MV Capital Management sold 79 Twilio shares in Q2 2026, an estimated $14K.
  • Twilio made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #251 holding.
  • MV Capital Management first reported a position in Twilio in Q4 2023 and has held it in 11 quarters since.
  • MV Capital Management's Twilio position peaked at $174K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.