Qsemble Capital Management’s Twilio TWLO Stock Holding History

Qsemble 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	–	Sell	-4,515	Closed	-$568K	–	576
2026 Q1	$568K	Buy	+4,515	New	+$555K	0.04%	338
2025 Q4	–	Sell	-44,860	Closed	-$4.49M	–	624
2025 Q3	$4.49M	Buy	+44,860	New	+$5.05M	0.44%	75
2025 Q2	–	Sell	-22,249	Closed	-$2.18M	–	596
2025 Q1	$2.18M	Buy	22,249 +13,287	+148%	+$1.57M	0.23%	154
2024 Q4	$969K	Buy	+8,962	New	+$819K	0.13%	214
2024 Q3	–	Sell	-26,327	Closed	-$1.5M	–	553
2024 Q2	$1.5M	Buy	26,327 +7,699	+41%	+$454K	0.28%	125
2024 Q1	$1.14M	Buy	18,628 +12,318	+195%	+$811K	0.25%	161
2023 Q4	$479K	Buy	+6,310	New	+$393K	0.12%	248
2023 Q3	–	Sell	-6,400	Closed	-$407K	–	415
2023 Q2	$407K	Sell	6,400 -6,600	-51%	-$390K	0.29%	128
2023 Q1	$866K	Buy	+13,000	New	+$802K	0.58%	57

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

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

Qsemble Capital Management sold out of Twilio (TWLO) in Q2 2026, closing a stake of 4,515 shares — an estimated $568K sold.

Qsemble Capital Management first reported a position in TWLO in Q1 2023 and held it in 9 quarters. The position peaked at $4.49M in Q3 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Qsemble Capital Management reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Qsemble Capital Management sold 4,515 Twilio shares in Q2 2026, an estimated $568K.
Qsemble Capital Management first reported a position in Twilio in Q1 2023 and held it in 9 quarters.
Qsemble Capital Management's Twilio position peaked at $4.49M in Q3 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.