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 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 $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

Qsemble Capital Management's TWLO Position: Q1 2026 in Review

Qsemble Capital Management opened a new position in Twilio (TWLO) in Q1 2026: 4,515 shares worth $568K. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in TWLO as recently as Q3 2025.

Qsemble Capital Management first reported a position in TWLO in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.49M in Q3 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Qsemble Capital Management held 4,515 shares of Twilio worth $568K as of Q1 2026.
Twilio was a new Qsemble Capital Management position in Q1 2026.
Twilio made up 0.04% of Qsemble Capital Management's portfolio in Q1 2026, its #338 holding.
Qsemble Capital Management first reported a position in Twilio in Q1 2023 and has held it in 9 quarters since.
Qsemble Capital Management's Twilio position peaked at $4.49M in Q3 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.