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
2025 Q4	–	Sell	-311,000	Closed	-$31.1M	–	213
2025 Q3	$31.1M	Buy	+311,000	New	+$35M	0.65%	54
2022 Q3	–	Sell	-100,000	Closed	-$8.38M	–	179
2022 Q2	$8.38M	Buy	+100,000	New	+$11.2M	0.38%	67
2019 Q4	–	Sell	-215,000	Closed	-$23.6M	–	125
2019 Q3	$23.6M	Buy	+215,000	New	+$27.9M	2.33%	6
2019 Q1	–	Sell	-551,400	Closed	-$49.2M	–	96
2018 Q4	$49.2M	Buy	+551,400	New	+$44.8M	6.67%	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.