Readystate Asset Management’s Twilio TWLO Stock Holding History

Readystate Asset 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	$5.02M	Buy	39,883 +8,356	+27%	+$1.03M	0.23%	77
2025 Q4	$4.48M	Sell	31,527 -128,678	-80%	-$15.9M	0.18%	95
2025 Q3	$16M	Sell	160,205 -85,863	-35%	-$9.67M	0.68%	39
2025 Q2	$30.6M	Buy	+246,068	New	+$26.2M	0.94%	22
2025 Q1	–	Sell	-22,482	Closed	-$2.43M	–	747
2024 Q4	$2.43M	Buy	+22,482	New	+$2.05M	0.07%	270
2024 Q2	–	Sell	-21,602	Closed	-$1.27M	–	1085
2024 Q1	$1.32M	Buy	+21,602	New	+$1.42M	0.02%	652

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

Readystate Asset Management's TWLO Position: Q1 2026 in Review

Readystate Asset Management increased its Twilio (TWLO) stake by 27% in Q1 2026, buying an estimated $1.03M and bringing the position to 39,883 shares worth $5.02M. The position accounts for 0.23% of the portfolio, ranked #77.

Readystate Asset Management first reported a position in TWLO in Q1 2024 and has held it in 6 quarters since. The position peaked at $30.6M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Readystate Asset Management held 39,883 shares of Twilio worth $5.02M as of Q1 2026.
Readystate Asset Management bought 8,356 Twilio shares in Q1 2026, an estimated $1.03M.
Twilio made up 0.23% of Readystate Asset Management's portfolio in Q1 2026, its #77 holding.
Readystate Asset Management first reported a position in Twilio in Q1 2024 and has held it in 6 quarters since.
Readystate Asset Management's Twilio position peaked at $30.6M in Q2 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Readystate Asset Management's 13F filing for Q1 2026, filed 15 May 2026.