Summit Partners Public Asset Management’s Twilio TWLO Stock Holding History

Summit Partners Public 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	$53.2M	Buy	+257,911	New	+$45.7M	0.94%	31
2025 Q3	–	Sell	-633,220	Closed	-$71.3M	–	222
2025 Q2	$78.7M	Buy	+633,220	New	+$67.3M	1.99%	12
2023 Q2	–	Sell	-673,230	Closed	-$44.9M	–	175
2023 Q1	$44.9M	Buy	673,230 +459,010	+214%	+$28.3M	1.85%	13
2022 Q4	$10.5M	Buy	+214,220	New	+$12.2M	0.66%	49
2021 Q2	–	Sell	-71,777	Closed	-$24.5M	–	134
2021 Q1	$24.5M	Buy	71,777 +31,777	+79%	+$11.9M	1.06%	38
2020 Q4	$13.5M	Sell	40,000 -10,402	-21%	-$3.25M	0.6%	53
2020 Q3	$12.5M	Buy	50,402 +402	+0.8%	+$99.1K	0.62%	44
2020 Q2	$11M	Sell	50,000 -120,000	-71%	-$19.3M	0.66%	52
2020 Q1	$15.2M	Sell	170,000 -39,236	-19%	-$4.31M	1.25%	28
2019 Q4	$20.6M	Sell	209,236 -47,348	-18%	-$4.84M	1.95%	19
2019 Q3	$28.2M	Sell	256,584 -1,466	-0.6%	-$190K	2.78%	5
2019 Q2	$35.2M	Sell	258,050 -59,175	-19%	-$7.88M	3.5%	2
2019 Q1	$41M	Sell	317,225 -289,996	-48%	-$32.7M	5.02%	1
2018 Q4	$54.2M	Buy	607,221 +115,421	+23%	+$9.38M	7.34%	1
2018 Q3	$42.4M	Sell	491,800 -282,836	-37%	-$20.7M	2.87%	6
2018 Q2	$43.4M	Buy	+774,636	New	+$38.4M	4.82%	2

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Summit Partners Public Asset Management's TWLO Position: Q2 2026 in Review

Summit Partners Public Asset Management opened a new position in Twilio (TWLO) in Q2 2026: 257,911 shares worth $53.2M. The stake represents 0.94% of the portfolio and ranks #31 among its holdings. This is a return to the name: Summit Partners Public Asset Management previously reported a position in TWLO as recently as Q2 2025.

Summit Partners Public Asset Management first reported a position in TWLO in Q2 2018 and has held it in 16 quarters since. The position peaked at $78.7M in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Summit Partners Public Asset Management held 257,911 shares of Twilio worth $53.2M as of Q2 2026.
Twilio was a new Summit Partners Public Asset Management position in Q2 2026.
Twilio made up 0.94% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #31 holding.
Summit Partners Public Asset Management first reported a position in Twilio in Q2 2018 and has held it in 16 quarters since.
Summit Partners Public Asset Management's Twilio position peaked at $78.7M in Q2 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.