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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
Q2 		$2.15M Buy
10,401
+135
+1% +$23.9K 0.1% 185
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
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

Thoroughbred Financial Services's TWLO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Twilio (TWLO) stake by 1.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 10,401 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #185.

Thoroughbred Financial Services first reported a position in TWLO in Q4 2023 and has held it in 8 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Thoroughbred Financial Services held 10,401 shares of Twilio worth $2.15M as of Q2 2026.
  • Thoroughbred Financial Services bought 135 Twilio shares in Q2 2026, an estimated $23.9K.
  • Twilio made up 0.1% of Thoroughbred Financial Services's portfolio in Q2 2026, its #185 holding.
  • Thoroughbred Financial Services first reported a position in Twilio in Q4 2023 and has held it in 8 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.