Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$672K Sell
3,257
-286
-8% -$50.7K 0.09% 128
2026
Q1
$446K Buy
3,543
+1,412
+66% +$174K 0.07% 191
2025
Q4
$303K Buy
+2,131
New +$264K 0.05% 297
2025
Q3
Sell
-1,894
Closed -$236K 423
2025
Q2
$236K Buy
+1,894
New +$201K 0.04% 281
2025
Q1
Sell
-1,854
Closed -$200K 338
2024
Q4
$200K Buy
+1,854
New +$169K 0.04% 258

Other funds holding TWLO

Optas LLC's TWLO Position: Q2 2026 in Review

Optas LLC reduced its Twilio (TWLO) stake by 8.1% in Q2 2026, selling an estimated $50.7K and leaving 3,257 shares worth $672K. The position accounts for 0.09% of the portfolio, ranked #128.

Optas LLC first reported a position in TWLO in Q4 2024 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Optas LLC held 3,257 shares of Twilio worth $672K as of Q2 2026.
  • Optas LLC sold 286 Twilio shares in Q2 2026, an estimated $50.7K.
  • Twilio made up 0.09% of Optas LLC's portfolio in Q2 2026, its #128 holding.
  • Optas LLC first reported a position in Twilio in Q4 2024 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.