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Sivia Capital Partners’s Twilio TWLO Stock Holding History

Sivia Capital Partners’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 		$488K Hold
2,366
– – 0.06% 350
2026
Q1 		$298K Buy
2,366
+368
+18% +$45.3K 0.06% 359
2025
Q4 		$284K Sell
1,998
-16
-0.8% -$1.98K 0.06% 433
2025
Q3 		$202K Sell
2,014
-5
-0.2% -$563 0.06% 445
2025
Q2 		$251K Buy
+2,019
New +$215K 0.09% 347
2025
Q1 		– Sell
-2,150
Closed -$232K – 305
2024
Q4 		$232K Buy
+2,150
New +$196K 0.12% 151

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sivia Capital Partners's TWLO Position: Q2 2026 in Review

Sivia Capital Partners held its Twilio (TWLO) position steady in Q2 2026 at 2,366 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #350.

Sivia Capital Partners first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Sivia Capital Partners held 2,366 shares of Twilio worth $488K as of Q2 2026.
  • Sivia Capital Partners left its Twilio share count unchanged in Q2 2026.
  • Twilio made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #350 holding.
  • Sivia Capital Partners first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.