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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management's TWLO Position: Q1 2026 in Review

Pictet Asset Management increased its Twilio (TWLO) stake by 18% in Q1 2026, buying an estimated $42.9M and bringing the position to 2,331,471 shares worth $293M. The position accounts for 0.31% of the portfolio, ranked #78.

Pictet Asset Management first reported a position in TWLO in Q3 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Pictet Asset Management held 2,331,471 shares of Twilio worth $293M as of Q1 2026.
  • Pictet Asset Management bought 349,131 Twilio shares in Q1 2026, an estimated $42.9M.
  • Twilio made up 0.31% of Pictet Asset Management's portfolio in Q1 2026, its #78 holding.
  • Pictet Asset Management first reported a position in Twilio in Q3 2023 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.