No Street GP LP’s Twilio TWLO Stock Holding History

No Street GP LP’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	$90.5M	Sell	718,993 -53,693	-7%	-$6.6M	6.03%	3
2025 Q4	$110M	Sell	772,686 -61,307	-7%	-$7.59M	7.4%	3
2025 Q3	$83.5M	Buy	833,993 +165,800	+25%	+$18.7M	5.49%	8
2025 Q2	$83.1M	Buy	668,193 +25,000	+4%	+$2.66M	6.12%	6
2025 Q1	$63M	Sell	643,193 -173,193	-21%	-$20.5M	4.91%	8
2024 Q4	$88.2M	Hold	816,386	–	–	5.84%	6
2024 Q3	$53.2M	Buy	816,386 +86,386	+12%	+$5.17M	4.11%	8
2024 Q2	$41.5M	Buy	730,000 +50,000	+7%	+$2.95M	2.55%	11
2024 Q1	$41.6M	Sell	680,000 -15,000	-2%	-$988K	3.07%	10
2023 Q4	$52.7M	Buy	695,000 +145,000	+26%	+$9.04M	5.26%	4
2023 Q3	$32.2M	Buy	+550,000	New	+$34.3M	3.85%	11

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 $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

No Street GP LP's TWLO Position: Q1 2026 in Review

No Street GP LP reduced its Twilio (TWLO) stake by 6.9% in Q1 2026, selling an estimated $6.6M and leaving 718,993 shares worth $90.5M. The position accounts for 6.03% of the portfolio, ranked #3.

No Street GP LP first reported a position in TWLO in Q3 2023 and has held it in 11 quarters since. The position peaked at $110M in Q4 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

No Street GP LP held 718,993 shares of Twilio worth $90.5M as of Q1 2026.
No Street GP LP sold 53,693 Twilio shares in Q1 2026, an estimated $6.6M.
Twilio made up 6.03% of No Street GP LP's portfolio in Q1 2026, its #3 holding.
No Street GP LP first reported a position in Twilio in Q3 2023 and has held it in 11 quarters since.
No Street GP LP's Twilio position peaked at $110M in Q4 2025.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.