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Portolan Capital Management’s Twilio TWLO Stock Holding History

Portolan 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 		$23.8M Buy
115,397
+40,628
+54% +$7.2M 0.89% 36
2026
Q1 		$9.41M Buy
+74,769
New +$9.2M 0.5% 59
2024
Q1 		– Sell
-20,881
Closed -$1.58M – 146
2023
Q4 		$1.58M Sell
20,881
-665
-3% -$41.5K 0.14% 114
2023
Q3 		$1.26M Sell
21,546
-55,623
-72% -$3.47M 0.12% 115
2023
Q2 		$4.91M Sell
77,169
-90,438
-54% -$5.34M 0.43% 68
2023
Q1 		$11.2M Sell
167,607
-173,500
-51% -$10.7M 1.06% 25
2022
Q4 		$16.7M Buy
341,107
+196,349
+136% +$11.2M 1.66% 11
2022
Q3 		$10M Buy
144,758
+35,854
+33% +$2.86M 1.06% 26
2022
Q2 		$9.13M Buy
108,904
+58,183
+115% +$6.51M 0.92% 43
2022
Q1 		$8.36M Buy
+50,721
New +$9.24M 0.67% 61
2021
Q1 		– Sell
-5,588
Closed -$1.89M – 181
2020
Q4 		$1.89M Sell
5,588
-3,314
-37% -$1.04M 0.17% 128
2020
Q3 		$2.2M Sell
8,902
-43,797
-83% -$10.8M 0.25% 105
2020
Q2 		$11.6M Sell
52,699
-54,545
-51% -$8.76M 1.32% 21
2020
Q1 		$9.6M Buy
107,244
+57,786
+117% +$6.34M 1.44% 21
2019
Q4 		$4.86M Buy
+49,458
New +$5.05M 0.49% 67
2018
Q2 		– Sell
-103,076
Closed -$3.94M – 111
2018
Q1 		$3.94M Buy
+103,076
New +$3.26M 0.43% 74
2017
Q2 		– Sell
-72,622
Closed -$2.1M – 132
2017
Q1 		$2.1M Buy
+72,622
New +$2.2M 0.27% 103

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

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

Portolan Capital Management increased its Twilio (TWLO) stake by 54% in Q2 2026, buying an estimated $7.2M and bringing the position to 115,397 shares worth $23.8M. The position accounts for 0.89% of the portfolio, ranked #36.

Portolan Capital Management first reported a position in TWLO in Q1 2017 and has held it in 17 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Portolan Capital Management held 115,397 shares of Twilio worth $23.8M as of Q2 2026.
  • Portolan Capital Management bought 40,628 Twilio shares in Q2 2026, an estimated $7.2M.
  • Twilio made up 0.89% of Portolan Capital Management's portfolio in Q2 2026, its #36 holding.
  • Portolan Capital Management first reported a position in Twilio in Q1 2017 and has held it in 17 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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