Ninety One’s Twilio TWLO Stock Holding History

Ninety One’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	-44,119	Closed	-$6.28M	–	114
2025 Q4	$6.28M	Sell	44,119 -2,256	-5%	-$279K	0.27%	45
2025 Q3	$4.63M	Buy	46,375 +21,160	+84%	+$2.38M	0.21%	56
2025 Q2	$3.14M	Buy	+25,215	New	+$2.68M	0.52%	45

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Ninety One's TWLO Position: Q1 2026 in Review

Ninety One sold out of Twilio (TWLO) in Q1 2026, closing a stake of 44,119 shares — an estimated $6.28M sold.

Ninety One first reported a position in TWLO in Q2 2025 and held it in 3 quarters. The position peaked at $6.28M in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Ninety One reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Ninety One sold 44,119 Twilio shares in Q1 2026, an estimated $6.28M.
Ninety One first reported a position in Twilio in Q2 2025 and held it in 3 quarters.
Ninety One's Twilio position peaked at $6.28M in Q4 2025.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Ninety One's 13F filing for Q1 2026, filed 24 Apr 2026.