RBF Capital’s Twilio TWLO Stock Holding History

RBF Capital’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	$1.01M	Sell	8,000 -15,000	-65%	-$1.85M	0.05%	282
2025 Q4	$3.27M	Buy	23,000 +10,000	+77%	+$1.24M	0.15%	134
2025 Q3	$1.3M	Sell	13,000 -2,000	-13%	-$225K	0.06%	268
2025 Q2	$1.87M	Sell	15,000 -3,003	-17%	-$319K	0.09%	216
2025 Q1	$1.76M	Buy	18,003 +1,500	+9%	+$178K	0.11%	210
2024 Q4	$1.71M	Hold	16,503	–	–	0.09%	211
2024 Q3	$1.06M	Buy	+16,503	New	+$987K	0.05%	288
2024 Q1	–	Sell	-21,500	Closed	-$1.63M	–	574
2023 Q4	$1.63M	Sell	21,500 -30,000	-58%	-$1.87M	0.1%	213
2023 Q3	$3.01M	Buy	+51,500	New	+$3.21M	0.2%	124
2022 Q2	–	Sell	-1,500	Closed	-$247K	–	551
2022 Q1	$247K	Buy	+1,500	New	+$273K	0.02%	447
2019 Q4	–	Sell	-5,000	Closed	-$550K	–	400
2019 Q3	$550K	Hold	5,000	–	–	0.06%	220
2019 Q2	$682K	Hold	5,000	–	–	0.07%	213
2019 Q1	$646K	Hold	5,000	–	–	0.08%	201
2018 Q4	$447K	Buy	+5,000	New	+$406K	0.06%	223

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

RBF Capital's TWLO Position: Q1 2026 in Review

RBF Capital reduced its Twilio (TWLO) stake by 65% in Q1 2026, selling an estimated $1.85M and leaving 8,000 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #282.

RBF Capital first reported a position in TWLO in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.27M in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

RBF Capital held 8,000 shares of Twilio worth $1.01M as of Q1 2026.
RBF Capital sold 15,000 Twilio shares in Q1 2026, an estimated $1.85M.
Twilio made up 0.05% of RBF Capital's portfolio in Q1 2026, its #282 holding.
RBF Capital first reported a position in Twilio in Q4 2018 and has held it in 14 quarters since.
RBF Capital's Twilio position peaked at $3.27M in Q4 2025.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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