RJA Asset Management’s Twilio TWLO Stock Holding History

RJA 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 Q2	$14M	Hold	68,082	–	–	4.38%	3
2026 Q1	$8.57M	Hold	68,082	–	–	3.15%	3
2025 Q4	$9.68M	Hold	68,082	–	–	3.43%	2
2025 Q3	$6.81M	Buy	68,082 +48,000	+239%	+$5.4M	2.59%	2
2025 Q2	$2.5M	Hold	20,082	–	–	0.86%	4
2025 Q1	$1.97M	Sell	20,082 -159,200	-89%	-$18.9M	0.61%	4
2024 Q4	$19.4M	Sell	179,282 -76,900	-30%	-$7.03M	4.65%	3
2024 Q3	$16.7M	Hold	256,182	–	–	4.23%	2
2024 Q2	$14.6M	Buy	256,182 +66,500	+35%	+$3.92M	4.12%	2
2024 Q1	$11.6M	Hold	189,682	–	–	3.94%	4
2023 Q4	$14.4M	Hold	189,682	–	–	4.23%	2
2023 Q3	$11.1M	Hold	189,682	–	–	3.37%	3
2023 Q2	$12.1M	Hold	189,682	–	–	3.14%	3
2023 Q1	$12.6M	Hold	189,682	–	–	4.61%	2
2022 Q4	$9.29M	Buy	+189,682	New	+$10.8M	4.03%	3

Other funds holding TWLO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

RJA Asset Management's TWLO Position: Q2 2026 in Review

RJA Asset Management held its Twilio (TWLO) position steady in Q2 2026 at 68,082 shares worth $14M. The position accounts for 4.38% of the portfolio, ranked #3.

RJA Asset Management first reported a position in TWLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q4 2024. 361 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

RJA Asset Management held 68,082 shares of Twilio worth $14M as of Q2 2026.
RJA Asset Management left its Twilio share count unchanged in Q2 2026.
Twilio made up 4.38% of RJA Asset Management's portfolio in Q2 2026, its #3 holding.
RJA Asset Management first reported a position in Twilio in Q4 2022 and has held it in 15 quarters since.
RJA Asset Management's Twilio position peaked at $19.4M in Q4 2024.
361 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on RJA Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.