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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
2025
Q2 		– Sell
-200,000
Closed -$19.6M – 1172
2025
Q1 		$19.6M Buy
+200,000
New +$23.7M 0.34% 55
2021
Q2 		– Sell
-43,500
Closed -$14.8M – 903
2021
Q1 		$14.8M Buy
+43,500
New +$16.3M 0.71% 32

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Picton Mahoney Asset Management's TWLO Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Twilio (TWLO) stake by 462,479% in Q1 2026, buying an estimated $10.8M and bringing the position to 87,890 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #217.

Picton Mahoney Asset Management first reported a position in TWLO in Q4 2020 and has held it in 11 quarters since. The position peaked at $24.2M in Q2 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Picton Mahoney Asset Management held 87,890 shares of Twilio worth $11.1M as of Q1 2026.
  • Picton Mahoney Asset Management bought 87,871 Twilio shares in Q1 2026, an estimated $10.8M.
  • Twilio made up 0.08% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #217 holding.
  • Picton Mahoney Asset Management first reported a position in Twilio in Q4 2020 and has held it in 11 quarters since.
  • Picton Mahoney Asset Management's Twilio position peaked at $24.2M in Q2 2025.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.