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O'Shaughnessy Asset Management’s Twilio TWLO Stock Holding History

O'Shaughnessy 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 		$39.3M Sell
190,245
-19,786
-9% -$3.51M 0.18% 115
2026
Q1 		$26.4M Sell
210,031
-149,494
-42% -$18.4M 0.13% 168
2025
Q4 		$51.1M Sell
359,525
-15,681
-4% -$1.94M 0.28% 62
2025
Q3 		$37.6M Buy
375,206
+72,517
+24% +$8.16M 0.22% 87
2025
Q2 		$37.6M Buy
302,689
+97,775
+48% +$10.4M 0.26% 76
2025
Q1 		$20.1M Buy
204,914
+162,001
+378% +$19.2M 0.16% 147
2024
Q4 		$4.64M Buy
42,913
+36,489
+568% +$3.33M 0.04% 430
2024
Q3 		$456K Buy
+6,424
New +$384K ﹤0.01% 1271
2024
Q2 		– Sell
-3,313
Closed -$203K – 2044
2024
Q1 		$203K Buy
+3,313
New +$218K ﹤0.01% 1502
2022
Q1 		– Sell
-1,098
Closed -$289K – 1374
2021
Q4 		$289K Buy
1,098
+283
+35% +$84.6K 0.01% 890
2021
Q3 		$260K Buy
815
+53
+7% +$19.3K 0.01% 918
2021
Q2 		$300K Buy
762
+77
+11% +$26.7K 0.01% 857
2021
Q1 		$233K Buy
685
+261
+62% +$97.8K 0.01% 871
2020
Q4 		$144K Buy
424
+199
+88% +$62.2K ﹤0.01% 953
2020
Q3 		$56K Buy
225
+223
+11,150% +$55K ﹤0.01% 1057
2020
Q2 		$0 Buy
+2
New +$321 ﹤0.01% 1900

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

O'Shaughnessy Asset Management's TWLO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Twilio (TWLO) stake by 9.4% in Q2 2026, selling an estimated $3.51M and leaving 190,245 shares worth $39.3M. The position accounts for 0.18% of the portfolio, ranked #115.

O'Shaughnessy Asset Management first reported a position in TWLO in Q2 2020 and has held it in 16 quarters since. The position peaked at $51.1M in Q4 2025. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • O'Shaughnessy Asset Management held 190,245 shares of Twilio worth $39.3M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 19,786 Twilio shares in Q2 2026, an estimated $3.51M.
  • Twilio made up 0.18% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #115 holding.
  • O'Shaughnessy Asset Management first reported a position in Twilio in Q2 2020 and has held it in 16 quarters since.
  • O'Shaughnessy Asset Management's Twilio position peaked at $51.1M in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.