Nishkama Capital LLC’s Twilio TWLO Stock Holding History

Nishkama Capital LLC’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	-64,116	Closed	-$9.12M	–	85
2025 Q4	$9.12M	Buy	+64,116	New	+$7.94M	0.37%	45
2024 Q3	–	Sell	-81,039	Closed	-$4.6M	–	110
2024 Q2	$4.6M	Buy	+81,039	New	+$4.78M	0.35%	42
2022 Q4	–	Sell	-197,885	Closed	-$13.7M	–	56
2022 Q3	$13.7M	Buy	+197,885	New	+$15.8M	6.1%	4
2021 Q3	–	Sell	-2,897	Closed	-$1.14M	–	50
2021 Q2	$1.14M	Buy	+2,897	New	+$1.01M	0.26%	32

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

Nishkama Capital LLC's TWLO Position: Q1 2026 in Review

Nishkama Capital LLC sold out of Twilio (TWLO) in Q1 2026, closing a stake of 64,116 shares — an estimated $9.12M sold.

Nishkama Capital LLC first reported a position in TWLO in Q2 2021 and held it in 4 quarters. The position peaked at $13.7M in Q3 2022. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Nishkama Capital LLC reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Nishkama Capital LLC sold 64,116 Twilio shares in Q1 2026, an estimated $9.12M.
Nishkama Capital LLC first reported a position in Twilio in Q2 2021 and held it in 4 quarters.
Nishkama Capital LLC's Twilio position peaked at $13.7M in Q3 2022.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Nishkama Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.