Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Twilio TWLO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$39.3M Sell
312,059
-20,221
-6% -$2.49M 0.03% 509
2025
Q4 		$47.3M Sell
332,280
-13,705
-4% -$1.7M 0.03% 482
2025
Q3 		$34.6M Buy
345,985
+14,842
+4% +$1.67M 0.02% 564
2025
Q2 		$41.2M Sell
331,143
-4,831
-1% -$514K 0.03% 510
2025
Q1 		$32.9M Sell
335,974
-11,187
-3% -$1.33M 0.02% 555
2024
Q4 		$37.5M Sell
347,161
-28,601
-8% -$2.61M 0.03% 523
2024
Q3 		$24.5M Buy
375,762
+3,238
+0.9% +$194K 0.02% 616
2024
Q2 		$21.2M Sell
372,524
-2,405,504
-87% -$142M 0.02% 624
2024
Q1 		$170M Sell
2,778,028
-3,268,417
-54% -$215M 0.12% 180
2023
Q4 		$459M Sell
6,046,445
-89,175
-1% -$5.56M 0.34% 56
2023
Q3 		$359M Buy
6,135,620
+111,093
+2% +$6.92M 0.29% 66
2023
Q2 		$383M Buy
6,024,527
+933,283
+18% +$55.1M 0.3% 62
2023
Q1 		$339M Sell
5,091,244
-847,149
-14% -$52.3M 0.25% 87
2022
Q4 		$291M Buy
5,938,393
+707,908
+14% +$40.3M 0.23% 102
2022
Q3 		$362M Buy
5,230,485
+622,449
+14% +$49.7M 0.3% 66
2022
Q2 		$386M Buy
4,608,036
+403,326
+10% +$45.1M 0.3% 72
2022
Q1 		$693M Buy
4,204,710
+770,655
+22% +$140M 0.46% 34
2021
Q4 		$904M Buy
3,434,055
+621,427
+22% +$186M 0.55% 25
2021
Q3 		$897M Sell
2,812,628
-75,171
-3% -$27.4M 0.56% 27
2021
Q2 		$1.14B Buy
2,887,799
+741,581
+35% +$257M 0.67% 20
2021
Q1 		$731M Buy
2,146,218
+333,733
+18% +$125M 0.46% 41
2020
Q4 		$614M Buy
1,812,485
+336,287
+23% +$105M 0.4% 49
2020
Q3 		$365M Buy
1,476,198
+617,815
+72% +$152M 0.25% 85
2020
Q2 		$188M Sell
858,383
-136,679
-14% -$21.9M 0.13% 170
2020
Q1 		$89M Buy
995,062
+44,665
+5% +$4.9M 0.08% 282
2019
Q4 		$93.4M Buy
950,397
+215,211
+29% +$22M 0.07% 287
2019
Q3 		$80.8M Buy
735,186
+16,327
+2% +$2.12M 0.07% 305
2019
Q2 		$98M Buy
718,859
+446,620
+164% +$59.5M 0.09% 248
2019
Q1 		$35.2M Buy
272,239
+264,355
+3,353% +$29.8M 0.03% 528
2018
Q4 		$678K Buy
+7,884
New +$640K ﹤0.01% 842

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

Sumitomo Mitsui Trust Group's TWLO Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Twilio (TWLO) stake by 6.1% in Q1 2026, selling an estimated $2.49M and leaving 312,059 shares worth $39.3M. The position accounts for 0.03% of the portfolio, ranked #509.

Sumitomo Mitsui Trust Group first reported a position in TWLO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.14B in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 312,059 shares of Twilio worth $39.3M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 20,221 Twilio shares in Q1 2026, an estimated $2.49M.
  • Twilio made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #509 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Twilio in Q4 2018 and has held it in 30 quarters since.
  • Sumitomo Mitsui Trust Group's Twilio position peaked at $1.14B in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.