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OP Asset Management’s Twilio TWLO Stock Holding History

OP 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 		$3.35M Sell
16,231
-10,745
-40% -$1.9M 0.04% 335
2026
Q1 		$3.39M Buy
26,976
+9,923
+58% +$1.22M 0.03% 324
2025
Q4 		$2.43M Sell
17,053
-5,443
-24% -$674K 0.03% 392
2025
Q3 		$2.25M Buy
22,496
+6,879
+44% +$774K 0.03% 414
2025
Q2 		$1.94M Hold
15,617
– – 0.03% 451
2025
Q1 		$1.53M Buy
+15,617
New +$1.85M 0.03% 501

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

OP Asset Management's TWLO Position: Q2 2026 in Review

OP Asset Management reduced its Twilio (TWLO) stake by 40% in Q2 2026, selling an estimated $1.9M and leaving 16,231 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #335.

OP Asset Management first reported a position in TWLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.39M in Q1 2026. 263 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • OP Asset Management held 16,231 shares of Twilio worth $3.35M as of Q2 2026.
  • OP Asset Management sold 10,745 Twilio shares in Q2 2026, an estimated $1.9M.
  • Twilio made up 0.04% of OP Asset Management's portfolio in Q2 2026, its #335 holding.
  • OP Asset Management first reported a position in Twilio in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Twilio position peaked at $3.39M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.