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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Panoramic Capital's TWLO Position: Q1 2026 in Review

Panoramic Capital increased its Twilio (TWLO) stake by 37% in Q1 2026, buying an estimated $1.85M and bringing the position to 55,689 shares worth $7.01M. The position accounts for 4.92% of the portfolio, ranked #6.

Panoramic Capital first reported a position in TWLO in Q1 2025 and has held it in 5 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Panoramic Capital held 55,689 shares of Twilio worth $7.01M as of Q1 2026.
Panoramic Capital bought 15,000 Twilio shares in Q1 2026, an estimated $1.85M.
Twilio made up 4.92% of Panoramic Capital's portfolio in Q1 2026, its #6 holding.
Panoramic Capital first reported a position in Twilio in Q1 2025 and has held it in 5 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Panoramic Capital's 13F filing for Q1 2026, filed 15 May 2026.