Pictet Asset Management
TWLO icon

Pictet Asset Management’s Twilio TWLO Stock Holding History

Pictet Asset Management’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 		$464M Sell
2,247,629
-83,842
-4% -$14.9M 0.44% 47
2026
Q1 		$293M Buy
2,331,471
+349,131
+18% +$42.9M 0.31% 78
2025
Q4 		$282M Sell
1,982,340
-287,345
-13% -$35.6M 0.27% 87
2025
Q3 		$227M Buy
2,269,685
+567,156
+33% +$63.8M 0.22% 117
2025
Q2 		$212M Buy
1,702,529
+137,628
+9% +$14.6M 0.22% 115
2025
Q1 		$153M Sell
1,564,901
-219,815
-12% -$26M 0.17% 145
2024
Q4 		$193M Sell
1,784,716
-563,674
-24% -$51.5M 0.21% 123
2024
Q3 		$153M Sell
2,348,390
-1,021,427
-30% -$61.1M 0.17% 156
2024
Q2 		$191M Buy
3,369,817
+2,882
+0.1% +$170K 0.22% 111
2024
Q1 		$206M Buy
3,366,935
+146,378
+5% +$9.64M 0.22% 115
2023
Q4 		$244M Buy
3,220,557
+168,663
+6% +$10.5M 0.27% 104
2023
Q3 		$179M Buy
+3,051,894
New +$190M 0.22% 126

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Pictet Asset Management's TWLO Position: Q2 2026 in Review

Pictet Asset Management reduced its Twilio (TWLO) stake by 3.6% in Q2 2026, selling an estimated $14.9M and leaving 2,247,629 shares worth $464M. The position accounts for 0.44% of the portfolio, ranked #47.

Pictet Asset Management first reported a position in TWLO in Q3 2023 and has held it in 12 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Pictet Asset Management held 2,247,629 shares of Twilio worth $464M as of Q2 2026.
  • Pictet Asset Management sold 83,842 Twilio shares in Q2 2026, an estimated $14.9M.
  • Twilio made up 0.44% of Pictet Asset Management's portfolio in Q2 2026, its #47 holding.
  • Pictet Asset Management first reported a position in Twilio in Q3 2023 and has held it in 12 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.