OCM
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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
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

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