Sapience Investments’s Twilio TWLO Stock Holding History

Sapience Investments’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	$11.1K	Sell	88 -4,661	-98%	-$573K	1.43%	21
2025 Q4	$675K	Sell	4,749 -20	-0.4%	-$2.48K	2.55%	5
2025 Q3	$477K	Buy	4,769 +1,008	+27%	+$113K	1.87%	35
2025 Q2	$468K	Buy	+3,761	New	+$400K	0.31%	83
2024 Q2	–	Sell	-8,896	Closed	-$544K	–	90
2024 Q1	$544K	Sell	8,896 -155	-2%	-$10.2K	0.18%	79
2023 Q4	$687K	Hold	9,051	–	–	0.16%	63
2023 Q3	$530K	Sell	9,051 -91	-1%	-$5.67K	0.13%	67
2023 Q2	$582K	Sell	9,142 -965	-10%	-$57K	0.13%	64
2023 Q1	$673K	Buy	+10,107	New	+$623K	0.16%	62

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

Sapience Investments's TWLO Position: Q1 2026 in Review

Sapience Investments reduced its Twilio (TWLO) stake by 98% in Q1 2026, selling an estimated $573K and leaving 88 shares worth $11.1K. The position accounts for 1.43% of the portfolio, ranked #21.

Sapience Investments first reported a position in TWLO in Q1 2023 and has held it in 9 quarters since. The position peaked at $687K in Q4 2023. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Sapience Investments held 88 shares of Twilio worth $11.1K as of Q1 2026.
Sapience Investments sold 4,661 Twilio shares in Q1 2026, an estimated $573K.
Twilio made up 1.43% of Sapience Investments's portfolio in Q1 2026, its #21 holding.
Sapience Investments first reported a position in Twilio in Q1 2023 and has held it in 9 quarters since.
Sapience Investments's Twilio position peaked at $687K in Q4 2023.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Sapience Investments's 13F filing for Q1 2026, filed 15 May 2026.