OBAM
TWLO icon

ODDO BHF Asset Management’s Twilio TWLO Stock Holding History

ODDO BHF Asset 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 		$14.4M Buy
69,689
+49,702
+249% +$8.81M 0.67% 53
2026
Q1 		$2.51M Buy
19,987
+1,018
+5% +$125K 0.1% 145
2025
Q4 		$2.7M Buy
18,969
+4,244
+29% +$526K 0.1% 145
2025
Q3 		$1.47M Sell
14,725
-2,305
-14% -$259K 0.06% 229
2025
Q2 		$2.12M Buy
+17,030
New +$1.81M 0.08% 216

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 $3.38T AUM 44.17% 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

ODDO BHF Asset Management's TWLO Position: Q2 2026 in Review

ODDO BHF Asset Management increased its Twilio (TWLO) stake by 249% in Q2 2026, buying an estimated $8.81M and bringing the position to 69,689 shares worth $14.4M. The position accounts for 0.67% of the portfolio, ranked #53.

ODDO BHF Asset Management first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • ODDO BHF Asset Management held 69,689 shares of Twilio worth $14.4M as of Q2 2026.
  • ODDO BHF Asset Management bought 49,702 Twilio shares in Q2 2026, an estimated $8.81M.
  • Twilio made up 0.67% of ODDO BHF Asset Management's portfolio in Q2 2026, its #53 holding.
  • ODDO BHF Asset Management first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on ODDO BHF Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.