SP Asset Management’s Twilio TWLO Stock Holding History

SP 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	$382K	Hold	1,850	–	–	0.03%	103
2026 Q1	$233K	Sell	1,850 -15	-0.8%	-$1.84K	0.02%	112
2025 Q4	$265K	Buy	+1,865	New	+$231K	0.02%	119
2025 Q3	–	Sell	-1,865	Closed	-$232K	–	144
2025 Q2	$232K	Buy	+1,865	New	+$198K	0.02%	121
2025 Q1	–	Sell	-1,865	Closed	-$202K	–	127
2024 Q4	$202K	Buy	+1,865	New	+$170K	0.02%	127
2022 Q4	–	Sell	-9,512	Closed	-$658K	–	114
2022 Q3	$658K	Buy	9,512 +350	+4%	+$28K	0.09%	79
2022 Q2	$768K	Buy	9,162 +1,978	+28%	+$221K	0.1%	76
2022 Q1	$1.18M	Buy	7,184 +5,100	+245%	+$929K	0.13%	78
2021 Q4	$439K	Hold	2,084	–	–	0.04%	94
2021 Q3	$720K	Hold	2,084	–	–	0.08%	82
2021 Q2	$808K	Hold	2,084	–	–	0.09%	77
2021 Q1	$750K	Buy	2,084 +100	+5%	+$37.5K	0.09%	73
2020 Q4	$794K	Buy	1,984 +134	+7%	+$41.9K	0.11%	67
2020 Q3	$569K	Sell	1,850 -500	-21%	-$123K	0.09%	70
2020 Q2	$516K	Hold	2,350	–	–	0.11%	61
2020 Q1	$210K	Hold	2,350	–	–	0.06%	76
2019 Q4	$231K	Hold	2,350	–	–	0.05%	74
2019 Q3	$258K	Buy	2,350 +350	+18%	+$45.4K	0.07%	69
2019 Q2	$273K	Sell	2,000 -350	-15%	-$46.6K	0.07%	64
2019 Q1	$304K	Buy	+2,350	New	+$265K	0.08%	61

Other funds holding TWLO

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

SP Asset Management held its Twilio (TWLO) position steady in Q2 2026 at 1,850 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #103.

SP Asset Management first reported a position in TWLO in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.18M in Q1 2022. 388 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

SP Asset Management held 1,850 shares of Twilio worth $382K as of Q2 2026.
SP Asset Management left its Twilio share count unchanged in Q2 2026.
Twilio made up 0.03% of SP Asset Management's portfolio in Q2 2026, its #103 holding.
SP Asset Management first reported a position in Twilio in Q1 2019 and has held it in 20 quarters since.
SP Asset Management's Twilio position peaked at $1.18M in Q1 2022.
388 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.