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Pallas Capital Advisors’s Twilio TWLO Stock Holding History

Pallas Capital Advisors’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 		$744K Sell
5,916
-273
-4% -$33.6K 0.03% 397
2025
Q4 		$880K Sell
6,189
-108
-2% -$13.4K 0.03% 383
2025
Q3 		$630K Sell
6,297
-136
-2% -$15.3K 0.02% 455
2025
Q2 		$800K Sell
6,433
-158
-2% -$16.8K 0.03% 381
2025
Q1 		$645K Buy
6,591
+171
+3% +$20.3K 0.03% 401
2024
Q4 		$694K Buy
6,420
+8
+0.1% +$731 0.03% 303
2024
Q3 		$457K Buy
+6,412
New +$384K 0.02% 376

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Pallas Capital Advisors's TWLO Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Twilio (TWLO) stake by 4.4% in Q1 2026, selling an estimated $33.6K and leaving 5,916 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #397.

Pallas Capital Advisors first reported a position in TWLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $880K in Q4 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Pallas Capital Advisors held 5,916 shares of Twilio worth $744K as of Q1 2026.
  • Pallas Capital Advisors sold 273 Twilio shares in Q1 2026, an estimated $33.6K.
  • Twilio made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #397 holding.
  • Pallas Capital Advisors first reported a position in Twilio in Q3 2024 and has held it in 7 quarters since.
  • Pallas Capital Advisors's Twilio position peaked at $880K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.