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Occam Crest Management’s Twilio TWLO Stock Holding History

Occam Crest 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 		$6.68M Sell
35,500
-7,500
-17% -$1.33M 3.47% 11
2026
Q1 		$5.41M Buy
43,000
+5,000
+13% +$615K 3.28% 13
2025
Q4 		$5.41M Buy
38,000
+6,000
+19% +$743K 3.75% 12
2025
Q3 		$3.2M Buy
+32,000
New +$3.6M 1.95% 19

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 $3.37T AUM 44.26% 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

Occam Crest Management's TWLO Position: Q2 2026 in Review

Occam Crest Management reduced its Twilio (TWLO) stake by 17% in Q2 2026, selling an estimated $1.33M and leaving 35,500 shares worth $6.68M. The position accounts for 3.47% of the portfolio, ranked #11.

Occam Crest Management first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Occam Crest Management held 35,500 shares of Twilio worth $6.68M as of Q2 2026.
  • Occam Crest Management sold 7,500 Twilio shares in Q2 2026, an estimated $1.33M.
  • Twilio made up 3.47% of Occam Crest Management's portfolio in Q2 2026, its #11 holding.
  • Occam Crest Management first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Occam Crest Management's 13F filing for Q2 2026, filed 14 Aug 2026.