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
2025 Q4	–	Sell	-9,400	Closed	-$941K	–	57
2025 Q3	$941K	Buy	+9,400	New	+$1.06M	0.42%	38

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.