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Panoramic Capital’s Twilio TWLO Stock Holding History

Panoramic Capital’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 		$7.53M Sell
36,483
-19,206
-34% -$3.4M 3.24% 14
2026
Q1 		$7.01M Buy
55,689
+15,000
+37% +$1.85M 4.92% 6
2025
Q4 		$5.79M Buy
40,689
+13,478
+50% +$1.67M 3.11% 11
2025
Q3 		$2.72M Buy
27,211
+12,211
+81% +$1.37M 1.22% 26
2025
Q2 		$1.87M Buy
15,000
+5,000
+50% +$532K 1.41% 28
2025
Q1 		$979K Buy
+10,000
New +$1.19M 1.13% 24

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

Panoramic Capital's TWLO Position: Q2 2026 in Review

Panoramic Capital reduced its Twilio (TWLO) stake by 34% in Q2 2026, selling an estimated $3.4M and leaving 36,483 shares worth $7.53M. The position accounts for 3.24% of the portfolio, ranked #14.

Panoramic Capital first reported a position in TWLO in Q1 2025 and has held it in 6 quarters since. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Panoramic Capital held 36,483 shares of Twilio worth $7.53M as of Q2 2026.
  • Panoramic Capital sold 19,206 Twilio shares in Q2 2026, an estimated $3.4M.
  • Twilio made up 3.24% of Panoramic Capital's portfolio in Q2 2026, its #14 holding.
  • Panoramic Capital first reported a position in Twilio in Q1 2025 and has held it in 6 quarters since.
  • 968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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