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 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	-$91.5K	–	471
2022 Q1	$91.5K	Buy	554,902 +258,669	+87%	+$47.1M	0.41%	55
2021 Q4	$78K	Sell	296,233 -56,032	-16%	-$16.8M	0.29%	79
2021 Q3	$112K	Sell	352,265 -22,765	-6%	-$8.29M	0.46%	40
2021 Q2	$148K	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 $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

Polar Capital Holdings's TWLO Position: Q1 2026 in Review

Polar Capital Holdings increased its Twilio (TWLO) stake by 121% in Q1 2026, buying an estimated $12.5M and bringing the position to 185,233 shares worth $23.3M. The position accounts for 0.08% of the portfolio, ranked #135.

Polar Capital Holdings first reported a position in TWLO in Q4 2020 and has held it in 11 quarters since. The position peaked at $127M in Q4 2020. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Polar Capital Holdings held 185,233 shares of Twilio worth $23.3M as of Q1 2026.
Polar Capital Holdings bought 101,439 Twilio shares in Q1 2026, an estimated $12.5M.
Twilio made up 0.08% of Polar Capital Holdings's portfolio in Q1 2026, its #135 holding.
Polar Capital Holdings first reported a position in Twilio in Q4 2020 and has held it in 11 quarters since.
Polar Capital Holdings's Twilio position peaked at $127M in Q4 2020.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.