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Osterweis Capital Management’s Twilio TWLO Stock Holding History

Osterweis 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
2026
Q2 		$16.6M Buy
80,590
+14,660
+22% +$2.6M 0.78% 42
2026
Q1 		$8.3M Buy
65,930
+10,715
+19% +$1.32M 0.43% 68
2025
Q4 		$7.85M Buy
+55,215
New +$6.84M 0.33% 77
2019
Q3 		– Sell
-23,341
Closed -$3.18M – 120
2019
Q2 		$3.18M Sell
23,341
-55,991
-71% -$7.46M 0.22% 75
2019
Q1 		$10.2M Buy
+79,332
New +$8.93M 0.64% 51

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

Osterweis Capital Management's TWLO Position: Q2 2026 in Review

Osterweis Capital Management increased its Twilio (TWLO) stake by 22% in Q2 2026, buying an estimated $2.6M and bringing the position to 80,590 shares worth $16.6M. The position accounts for 0.78% of the portfolio, ranked #42.

Osterweis Capital Management first reported a position in TWLO in Q1 2019 and has held it in 5 quarters since. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Osterweis Capital Management held 80,590 shares of Twilio worth $16.6M as of Q2 2026.
  • Osterweis Capital Management bought 14,660 Twilio shares in Q2 2026, an estimated $2.6M.
  • Twilio made up 0.78% of Osterweis Capital Management's portfolio in Q2 2026, its #42 holding.
  • Osterweis Capital Management first reported a position in Twilio in Q1 2019 and has held it in 5 quarters since.
  • 964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.