Picton Mahoney Asset Management’s Twilio TWLO Stock Holding History

Picton Mahoney 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	$21.2M	Buy	102,625 +14,735	+17%	+$2.61M	0.16%	125
2026 Q1	$11.1M	Buy	87,890 +87,871	+462,479%	+$10.8M	0.08%	217
2025 Q4	$2.7K	Hold	19	–	–	﹤0.01%	961
2025 Q3	$2K	Sell	19 -194,404	-100%	-$21.9M	﹤0.01%	845
2025 Q2	$24.2M	Buy	194,423 +32,425	+20%	+$3.45M	0.25%	80
2025 Q1	$15.9M	Buy	161,998 +73,464	+83%	+$8.71M	0.27%	79
2024 Q4	$9.57M	Buy	88,534 +88,515	+465,868%	+$8.09M	0.2%	132
2024 Q3	$1K	Buy	+19	New	+$1.14K	﹤0.01%	805
2021 Q4	–	Sell	-34,703	Closed	-$11.1M	–	1009
2021 Q3	$11.1M	Sell	34,703 -5,947	-15%	-$2.17M	0.41%	54
2021 Q2	$16M	Buy	40,650 +19,220	+90%	+$6.67M	0.47%	41
2021 Q1	$7.3M	Sell	21,430 -6,819	-24%	-$2.55M	0.35%	86
2020 Q4	$9.56M	Buy	+28,249	New	+$8.83M	0.45%	70

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

Picton Mahoney Asset Management's TWLO Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Twilio (TWLO) stake by 17% in Q2 2026, buying an estimated $2.61M and bringing the position to 102,625 shares worth $21.2M. The position accounts for 0.16% of the portfolio, ranked #125.

Picton Mahoney Asset Management first reported a position in TWLO in Q4 2020 and has held it in 12 quarters since. The position peaked at $24.2M in Q2 2025. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Picton Mahoney Asset Management held 102,625 shares of Twilio worth $21.2M as of Q2 2026.
Picton Mahoney Asset Management bought 14,735 Twilio shares in Q2 2026, an estimated $2.61M.
Twilio made up 0.16% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #125 holding.
Picton Mahoney Asset Management first reported a position in Twilio in Q4 2020 and has held it in 12 quarters since.
Picton Mahoney Asset Management's Twilio position peaked at $24.2M in Q2 2025.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.