Shay Capital’s Twilio TWLO Stock Holding History

Shay 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 Q2	$248K	Buy	+1,200	New	+$213K	0.02%	377
2025 Q3	–	Sell	-4,100	Closed	-$510K	–	509
2025 Q2	$510K	Buy	+4,100	New	+$436K	0.06%	174
2023 Q3	–	Sell	-9,500	Closed	-$604K	–	498
2023 Q2	$604K	Sell	9,500 -4,300	-31%	-$254K	0.08%	144
2023 Q1	$919K	Buy	+13,800	New	+$851K	0.18%	103
2022 Q1	–	Sell	-2,857	Closed	-$521K	–	658
2021 Q4	$752K	Buy	+2,857	New	+$854K	0.12%	146
2021 Q3	–	Sell	-750	Closed	-$296K	–	706
2021 Q2	$296K	Sell	750 -1,372	-65%	-$476K	0.03%	342
2021 Q1	$723K	Buy	2,122 +622	+41%	+$233K	0.07%	202
2020 Q4	$508K	Buy	+1,500	New	+$469K	0.11%	157

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Shay Capital's TWLO Position: Q2 2026 in Review

Shay Capital opened a new position in Twilio (TWLO) in Q2 2026: 1,200 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Shay Capital previously reported a position in TWLO as recently as Q2 2025.

Shay Capital first reported a position in TWLO in Q4 2020 and has held it in 8 quarters since. The position peaked at $919K in Q1 2023. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Shay Capital held 1,200 shares of Twilio worth $248K as of Q2 2026.
Twilio was a new Shay Capital position in Q2 2026.
Twilio made up 0.02% of Shay Capital's portfolio in Q2 2026, its #377 holding.
Shay Capital first reported a position in Twilio in Q4 2020 and has held it in 8 quarters since.
Shay Capital's Twilio position peaked at $919K in Q1 2023.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.