Thoroughbred Financial Services’s Twilio TWLO Stock Holding History

Thoroughbred Financial Services’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	$1.29M	Buy	10,266 +86	+0.8%	+$10.6K	0.08%	239
2025 Q4	$1.45M	Sell	10,180 -532	-5%	-$65.9K	0.09%	217
2025 Q3	$1.07M	Sell	10,712 -695	-6%	-$78.2K	0.07%	257
2025 Q2	$1.42M	Sell	11,407 -2,111	-16%	-$224K	0.1%	202
2025 Q1	$1.32M	Buy	13,518 +7,318	+118%	+$867K	0.08%	231
2024 Q4	$670K	Buy	+6,200	New	+$567K	0.04%	352
2024 Q1	–	Sell	-5,138	Closed	-$389K	–	598
2023 Q4	$389K	Buy	+5,138	New	+$320K	0.03%	416

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

Thoroughbred Financial Services's TWLO Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Twilio (TWLO) stake by 0.84% in Q1 2026, buying an estimated $10.6K and bringing the position to 10,266 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #239.

Thoroughbred Financial Services first reported a position in TWLO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Thoroughbred Financial Services held 10,266 shares of Twilio worth $1.29M as of Q1 2026.
Thoroughbred Financial Services bought 86 Twilio shares in Q1 2026, an estimated $10.6K.
Twilio made up 0.08% of Thoroughbred Financial Services's portfolio in Q1 2026, its #239 holding.
Thoroughbred Financial Services first reported a position in Twilio in Q4 2023 and has held it in 7 quarters since.
Thoroughbred Financial Services's Twilio position peaked at $1.45M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.