Polar Capital Holdings’s Twilio TWLO Stock Holding History

Polar Capital Holdings’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	$249M	Buy	1,204,982 +1,019,749	+551%	+$181M	0.59%	45
2026 Q1	$23.3M	Buy	185,233 +101,439	+121%	+$12.5M	0.08%	135
2025 Q4	$11.9M	Buy	+83,794	New	+$10.4M	0.05%	189
2025 Q3	–	Sell	-792,236	Closed	-$98.5M	–	297
2025 Q2	$98.5M	Sell	792,236 -337,234	-30%	-$35.9M	0.52%	52
2025 Q1	$111M	Buy	1,129,470 +565,541	+100%	+$67M	0.67%	44
2024 Q4	$60.9M	Buy	+563,929	New	+$51.5M	0.34%	76
2022 Q2	–	Sell	-554,902	Closed	-$91.5M	–	471
2022 Q1	$91.5M	Buy	554,902 +258,669	+87%	+$47.1M	0.41%	55
2021 Q4	$78M	Sell	296,233 -56,032	-16%	-$16.8M	0.29%	79
2021 Q3	$112M	Sell	352,265 -22,765	-6%	-$8.29M	0.46%	40
2021 Q2	$148M	Buy	375,030 +205,385	+121%	+$71.3M	0.64%	28
2021 Q1	$57.8M	Sell	169,645 -204,634	-55%	-$76.6M	0.36%	84
2020 Q4	$127M	Buy	+374,279	New	+$117M	0.77%	28

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

Polar Capital Holdings's TWLO Position: Q2 2026 in Review

Polar Capital Holdings increased its Twilio (TWLO) stake by 551% in Q2 2026, buying an estimated $181M and bringing the position to 1,204,982 shares worth $249M. The position accounts for 0.59% of the portfolio, ranked #45.

Polar Capital Holdings first reported a position in TWLO in Q4 2020 and has held it in 12 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Polar Capital Holdings held 1,204,982 shares of Twilio worth $249M as of Q2 2026.
Polar Capital Holdings bought 1,019,749 Twilio shares in Q2 2026, an estimated $181M.
Twilio made up 0.59% of Polar Capital Holdings's portfolio in Q2 2026, its #45 holding.
Polar Capital Holdings first reported a position in Twilio in Q4 2020 and has held it in 12 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.