Telemark Asset Management’s Twilio TWLO Stock Holding History

Telemark 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 Q1	$6.29M	Buy	+50,000	New	+$6.15M	0.58%	47
2025 Q4	–	Sell	-200,000	Closed	-$20M	–	61
2025 Q3	$20M	Buy	200,000 +100,000	+100%	+$11.3M	1.9%	21
2025 Q2	$12.4M	Buy	+100,000	New	+$10.6M	1.13%	28
2025 Q1	–	Sell	-50,000	Closed	-$5.4M	–	60
2024 Q4	$5.4M	Buy	+50,000	New	+$4.57M	0.54%	48
2021 Q4	–	Sell	-60,000	Closed	-$19.1M	–	60
2021 Q3	$19.1M	Hold	60,000	–	–	1.39%	26
2021 Q2	$23.6M	Sell	60,000 -10,000	-14%	-$3.47M	1.89%	18
2021 Q1	$23.9M	Sell	70,000 -10,000	-13%	-$3.75M	2.02%	16
2020 Q4	$27.1M	Buy	80,000 +60,000	+300%	+$18.7M	2.81%	8
2020 Q3	$4.94M	Sell	20,000 -40,000	-67%	-$9.86M	0.6%	51
2020 Q2	$13.2M	Buy	+60,000	New	+$9.63M	2.08%	15
2020 Q1	–	Sell	-30,000	Closed	-$2.95M	–	64
2019 Q4	$2.95M	Sell	30,000 -95,000	-76%	-$9.7M	0.43%	47
2019 Q3	$13.7M	Sell	125,000 -145,000	-54%	-$18.8M	2.15%	19
2019 Q2	$36.8M	Sell	270,000 -280,000	-51%	-$37.3M	4.22%	4
2019 Q1	$71M	Sell	550,000 -50,000	-8%	-$5.63M	8.98%	2
2018 Q4	$53.6M	Buy	600,000 +400,000	+200%	+$32.5M	11.01%	3
2018 Q3	$17.3M	Buy	+200,000	New	+$14.6M	2.15%	20
2017 Q2	–	Sell	-200,000	Closed	-$5.77M	–	51
2017 Q1	$5.77M	Sell	200,000 -200,000	-50%	-$6.05M	1.36%	26
2016 Q4	$11.5M	Buy	400,000 +360,000	+900%	+$13.5M	2.52%	15
2016 Q3	$2.57M	Buy	40,000 +35,000	+700%	+$1.75M	0.53%	32
2016 Q2	$183K	Buy	+5,000	New	+$155K	0.04%	34

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Telemark Asset Management's TWLO Position: Q1 2026 in Review

Telemark Asset Management opened a new position in Twilio (TWLO) in Q1 2026: 50,000 shares worth $6.29M. The stake represents 0.58% of the portfolio and ranks #47 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in TWLO as recently as Q3 2025.

Telemark Asset Management first reported a position in TWLO in Q2 2016 and has held it in 20 quarters since. The position peaked at $71M in Q1 2019. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Telemark Asset Management held 50,000 shares of Twilio worth $6.29M as of Q1 2026.
Twilio was a new Telemark Asset Management position in Q1 2026.
Twilio made up 0.58% of Telemark Asset Management's portfolio in Q1 2026, its #47 holding.
Telemark Asset Management first reported a position in Twilio in Q2 2016 and has held it in 20 quarters since.
Telemark Asset Management's Twilio position peaked at $71M in Q1 2019.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.