Polen Capital Management
TWLO icon

Polen Capital Management’s Twilio TWLO Stock Holding History

Polen Capital 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 		$1.15M Buy
5,572
+2,864
+106% +$508K 0.01% 153
2026
Q1 		$341K Sell
2,708
-348
-11% -$42.8K ﹤0.01% 200
2025
Q4 		$435K Buy
3,056
+45
+1% +$5.57K ﹤0.01% 184
2025
Q3 		$301K Sell
3,011
-10,302
-77% -$1.16M ﹤0.01% 213
2025
Q2 		$1.66M Buy
+13,313
New +$1.42M 0.01% 95

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Polen Capital Management's TWLO Position: Q2 2026 in Review

Polen Capital Management increased its Twilio (TWLO) stake by 106% in Q2 2026, buying an estimated $508K and bringing the position to 5,572 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #153.

Polen Capital Management first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q2 2025. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Polen Capital Management held 5,572 shares of Twilio worth $1.15M as of Q2 2026.
  • Polen Capital Management bought 2,864 Twilio shares in Q2 2026, an estimated $508K.
  • Twilio made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #153 holding.
  • Polen Capital Management first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Twilio position peaked at $1.66M in Q2 2025.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.