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Susquehanna Fundamental Investments’s Twilio TWLO Stock Holding History

Susquehanna Fundamental Investments’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 		$13.7M Buy
66,226
+39,559
+148% +$7.01M 0.26% 111
2026
Q1 		$3.36M Buy
26,667
+13,270
+99% +$1.63M 0.13% 160
2025
Q4 		$1.91M Sell
13,397
-58,922
-81% -$7.3M 0.07% 248
2025
Q3 		$7.24M Sell
72,319
-99,635
-58% -$11.2M 0.28% 88
2025
Q2 		$21.4M Sell
171,954
-11,250
-6% -$1.2M 0.58% 44
2025
Q1 		$17.9M Hold
183,204
– – 0.25% 90
2024
Q4 		$19.8M Buy
+183,204
New +$16.7M 0.28% 80
2024
Q2 		$4.04M Buy
71,134
+31,227
+78% +$1.84M 0.09% 265
2024
Q1 		$2.44M Buy
+39,907
New +$2.63M 0.11% 208

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Susquehanna Fundamental Investments's TWLO Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Twilio (TWLO) stake by 148% in Q2 2026, buying an estimated $7.01M and bringing the position to 66,226 shares worth $13.7M. The position accounts for 0.26% of the portfolio, ranked #111.

Susquehanna Fundamental Investments first reported a position in TWLO in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.4M in Q2 2025. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Susquehanna Fundamental Investments held 66,226 shares of Twilio worth $13.7M as of Q2 2026.
  • Susquehanna Fundamental Investments bought 39,559 Twilio shares in Q2 2026, an estimated $7.01M.
  • Twilio made up 0.26% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #111 holding.
  • Susquehanna Fundamental Investments first reported a position in Twilio in Q1 2024 and has held it in 9 quarters since.
  • Susquehanna Fundamental Investments's Twilio position peaked at $21.4M in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.