Plato Investment Management’s Twilio TWLO Stock Holding History

Plato Investment 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	$942K	Sell	7,484 -952	-11%	-$117K	0.06%	273
2025 Q4	$1.21M	Sell	8,436 -1,666	-16%	-$206K	0.08%	239
2025 Q3	$1M	Hold	10,102	–	–	0.07%	260
2025 Q2	$1.25M	Buy	10,102 +2	+0%	+$213	0.09%	220
2025 Q1	$1,000K	Buy	10,100 +499	+5%	+$59.1K	0.08%	243
2024 Q4	$1.04M	Sell	9,601 -7,365	-43%	-$673K	0.08%	247
2024 Q3	$1.11M	Hold	16,966	–	–	0.09%	231
2024 Q2	$964K	Buy	16,966 +14,137	+500%	+$834K	0.09%	212
2024 Q1	$173K	Buy	2,829 +2,583	+1,050%	+$170K	0.02%	326
2023 Q4	$18.7K	Buy	+246	New	+$15.3K	0.02%	319

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

Plato Investment Management's TWLO Position: Q1 2026 in Review

Plato Investment Management reduced its Twilio (TWLO) stake by 11% in Q1 2026, selling an estimated $117K and leaving 7,484 shares worth $942K. The position accounts for 0.06% of the portfolio, ranked #273.

Plato Investment Management first reported a position in TWLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Plato Investment Management held 7,484 shares of Twilio worth $942K as of Q1 2026.
Plato Investment Management sold 952 Twilio shares in Q1 2026, an estimated $117K.
Twilio made up 0.06% of Plato Investment Management's portfolio in Q1 2026, its #273 holding.
Plato Investment Management first reported a position in Twilio in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Twilio position peaked at $1.25M in Q2 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.