O'Neil Global Advisors’s Twilio TWLO Stock Holding History

O'Neil Global Advisors’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	-86,487	Closed	-$12.3M	–	49
2025 Q4	$12.3M	Buy	+86,487	New	+$10.7M	4.23%	8
2021 Q3	–	Sell	-14,825	Closed	-$5.84M	–	126
2021 Q2	$5.84M	Buy	+14,825	New	+$5.15M	1.83%	15

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

O'Neil Global Advisors's TWLO Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Twilio (TWLO) in Q1 2026, closing a stake of 86,487 shares — an estimated $12.3M sold.

O'Neil Global Advisors first reported a position in TWLO in Q2 2021 and held it in 2 quarters. The position peaked at $12.3M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

O'Neil Global Advisors reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 86,487 Twilio shares in Q1 2026, an estimated $12.3M.
O'Neil Global Advisors first reported a position in Twilio in Q2 2021 and held it in 2 quarters.
O'Neil Global Advisors's Twilio position peaked at $12.3M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.