&Partners’s Twilio TWLO Stock Holding History

&Partners’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	$1.44M	Buy	11,604 +2,234	+24%	+$275K	0.01%	1091
2025 Q4	$1.34M	Buy	9,370 +1,347	+17%	+$167K	0.01%	1062
2025 Q3	$803K	Sell	8,023 -109	-1%	-$12.3K	0.01%	1187
2025 Q2	$1.01M	Buy	8,132 +27	+0.3%	+$2.87K	0.01%	968
2025 Q1	$751K	Buy	8,105 +2,741	+51%	+$325K	0.01%	939
2024 Q4	$607K	Buy	5,364 +1,349	+34%	+$123K	0.01%	996
2024 Q3	$262K	Buy	+4,015	New	+$240K	0.01%	1177

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

&Partners's TWLO Position: Q1 2026 in Review

&Partners increased its Twilio (TWLO) stake by 24% in Q1 2026, buying an estimated $275K and bringing the position to 11,604 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1091.

&Partners first reported a position in TWLO in Q3 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

&Partners held 11,604 shares of Twilio worth $1.44M as of Q1 2026.
&Partners bought 2,234 Twilio shares in Q1 2026, an estimated $275K.
Twilio made up 0.01% of &Partners's portfolio in Q1 2026, its #1091 holding.
&Partners first reported a position in Twilio in Q3 2024 and has held it in 7 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.