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	-64,300	Closed	-$8M	–	151
2025 Q2	$8M	Buy	+64,300	New	+$6.84M	0.2%	100
2021 Q3	–	Sell	-35,900	Closed	-$14.2M	–	198
2021 Q2	$14.2M	Buy	+35,900	New	+$12.5M	0.83%	34

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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. 773 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.
773 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.