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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
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 $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

MV Capital Management's TWLO Position: Q1 2026 in Review

MV Capital Management reduced its Twilio (TWLO) stake by 52% in Q1 2026, selling an estimated $78.8K and leaving 583 shares worth $73.4K. The position accounts for 0.01% of the portfolio, ranked #279.

MV Capital Management first reported a position in TWLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $174K in Q4 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • MV Capital Management held 583 shares of Twilio worth $73.4K as of Q1 2026.
  • MV Capital Management sold 641 Twilio shares in Q1 2026, an estimated $78.8K.
  • Twilio made up 0.01% of MV Capital Management's portfolio in Q1 2026, its #279 holding.
  • MV Capital Management first reported a position in Twilio in Q4 2023 and has held it in 10 quarters since.
  • MV Capital Management's Twilio position peaked at $174K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.