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Sphera Management Technology Funds’s Twilio TWLO Stock Holding History

Sphera Management Technology Funds’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 		$3.15M Hold
25,000
– – 1.77% 18
2025
Q4 		$3.56M Buy
25,000
+5,000
+25% +$619K 1.21% 19
2025
Q3 		$2M Buy
+20,000
New +$2.25M 0.63% 36

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Sphera Management Technology Funds's TWLO Position: Q1 2026 in Review

Sphera Management Technology Funds held its Twilio (TWLO) position steady in Q1 2026 at 25,000 shares worth $3.15M. The position accounts for 1.77% of the portfolio, ranked #18.

Sphera Management Technology Funds first reported a position in TWLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.56M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Sphera Management Technology Funds held 25,000 shares of Twilio worth $3.15M as of Q1 2026.
  • Sphera Management Technology Funds left its Twilio share count unchanged in Q1 2026.
  • Twilio made up 1.77% of Sphera Management Technology Funds's portfolio in Q1 2026, its #18 holding.
  • Sphera Management Technology Funds first reported a position in Twilio in Q3 2025 and has held it in 3 quarters since.
  • Sphera Management Technology Funds's Twilio position peaked at $3.56M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Sphera Management Technology Funds's 13F filing for Q1 2026, filed 15 May 2026.