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Oribel Capital Management’s Twilio TWLO Stock Holding History

Oribel Capital 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
2025
Q3 		– Sell
-301,000
Closed -$37.4M – 150
2025
Q2 		$37.4M Buy
+301,000
New +$32M 0.96% 40
2025
Q1 		– Sell
-375,600
Closed -$40.6M – 144
2024
Q4 		$40.6M Buy
+375,600
New +$34.3M 1.38% 33
2022
Q1 		– Sell
-13,900
Closed -$3.66M – 197
2021
Q4 		$3.66M Buy
+13,900
New +$4.16M 0.14% 105
2021
Q2 		– Sell
-15,100
Closed -$5.24M – 171
2021
Q1 		$5.15M Buy
15,100
+8,900
+144% +$3.33M 0.35% 49
2020
Q4 		$2.1M Buy
+6,200
New +$1.94M 0.27% 83

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Oribel Capital Management's TWLO Position: Q3 2025 in Review

Oribel Capital Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 301,000 shares — an estimated $37.4M sold.

Oribel Capital Management first reported a position in TWLO in Q4 2020 and held it in 5 quarters. The position peaked at $40.6M in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Oribel Capital Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Oribel Capital Management sold 301,000 Twilio shares in Q3 2025, an estimated $37.4M.
  • Oribel Capital Management first reported a position in Twilio in Q4 2020 and held it in 5 quarters.
  • Oribel Capital Management's Twilio position peaked at $40.6M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Oribel Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.