State of Michigan Retirement System’s Twilio TWLO Stock Holding History

State of Michigan Retirement System’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	$8.56M	Sell	41,500 -2,600	-6%	-$461K	0.04%	338
2026 Q1	$5.55M	Buy	44,100 +700	+2%	+$86.1K	0.03%	407
2025 Q4	$6.17M	Sell	43,400 -2,000	-4%	-$248K	0.03%	382
2025 Q3	$4.54M	Buy	45,400 +36,500	+410%	+$4.11M	0.02%	456
2025 Q2	$1.11M	Buy	8,900 +200	+2%	+$21.3K	0.01%	825
2025 Q1	$852K	Hold	8,700	–	–	﹤0.01%	871
2024 Q4	$940K	Buy	8,700 +800	+10%	+$73.1K	﹤0.01%	864
2024 Q3	$515K	Hold	7,900	–	–	﹤0.01%	935
2024 Q2	$449K	Buy	7,900 +4,100	+108%	+$242K	﹤0.01%	937
2024 Q1	$232K	Hold	3,800	–	–	﹤0.01%	955
2023 Q4	$288K	Buy	+3,800	New	+$237K	﹤0.01%	954

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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State of Michigan Retirement System's TWLO Position: Q2 2026 in Review

State of Michigan Retirement System reduced its Twilio (TWLO) stake by 5.9% in Q2 2026, selling an estimated $461K and leaving 41,500 shares worth $8.56M. The position accounts for 0.04% of the portfolio, ranked #338.

State of Michigan Retirement System first reported a position in TWLO in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

State of Michigan Retirement System held 41,500 shares of Twilio worth $8.56M as of Q2 2026.
State of Michigan Retirement System sold 2,600 Twilio shares in Q2 2026, an estimated $461K.
Twilio made up 0.04% of State of Michigan Retirement System's portfolio in Q2 2026, its #338 holding.
State of Michigan Retirement System first reported a position in Twilio in Q4 2023 and has held it in 11 quarters since.
631 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.