SG Americas Securities’s Twilio TWLO Stock Holding History

SG Americas Securities’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
2025 Q2	–	Sell	-200,000	Closed	-$2.39M	–	3608
2025 Q1	$2.39M	Buy	+200,000	New	+$23.7M	0.01%	726
2023 Q2	–	Sell	-22,500	Closed	-$23K	–	3175
2023 Q1	$23K	Buy	+22,500	New	+$1.39M	﹤0.01%	3145
2022 Q3	–	Sell	-300,000	Closed	-$3.94M	–	3571
2022 Q2	$3.94M	Buy	300,000 +190,000	+173%	+$21.3M	0.04%	383
2022 Q1	$1.98M	Buy	110,000 +88,800	+419%	+$16.2M	0.01%	919
2021 Q4	$180K	Buy	21,200 +7,200	+51%	+$2.15M	﹤0.01%	2727
2021 Q3	$248K	Buy	+14,000	New	+$5.1M	﹤0.01%	3076
2021 Q1	–	Sell	-34,800	Closed	-$298K	–	3567
2020 Q4	$298K	Buy	34,800 +15,000	+76%	+$4.69M	﹤0.01%	2371
2020 Q3	$10K	Hold	19,800	–	–	﹤0.01%	2589
2020 Q2	$42K	Sell	19,800 -200	-1%	-$32.1K	﹤0.01%	3558
2020 Q1	$456K	Sell	20,000 -280,000	-93%	-$30.7M	﹤0.01%	1916
2019 Q4	$759K	Buy	300,000 +50,000	+20%	+$5.11M	0.01%	1465
2019 Q3	$5.04M	Buy	+250,000	New	+$32.4M	0.04%	456

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

SG Americas Securities's TWLO Position: Q1 2026 in Review

SG Americas Securities reduced its Twilio (TWLO) stake by 15% in Q1 2026, selling an estimated $914K and leaving 43,632 shares worth $5.49M. The position accounts for 0.01% of the portfolio, ranked #1011.

SG Americas Securities first reported a position in TWLO in Q3 2016 and has held it in 34 quarters since. The position peaked at $28.8M in Q3 2020. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

SG Americas Securities held 43,632 shares of Twilio worth $5.49M as of Q1 2026.
SG Americas Securities sold 7,430 Twilio shares in Q1 2026, an estimated $914K.
Twilio made up 0.01% of SG Americas Securities's portfolio in Q1 2026, its #1011 holding.
SG Americas Securities first reported a position in Twilio in Q3 2016 and has held it in 34 quarters since.
SG Americas Securities's Twilio position peaked at $28.8M in Q3 2020.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.