Triasima Portfolio Management’s Twilio TWLO Stock Holding History

Triasima Portfolio 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 Q3	$4.82M	Buy	+16,465	New	+$3.75M	0.64%	51

Other funds holding TWLO

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Triasima Portfolio Management's TWLO Position: Q3 2026 in Review

Triasima Portfolio Management opened a new position in Twilio (TWLO) in Q3 2026: 16,465 shares worth $4.82M. The stake represents 0.64% of the portfolio and ranks #51 among its holdings.

95 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

Triasima Portfolio Management held 16,465 shares of Twilio worth $4.82M as of Q3 2026.
Twilio was a new Triasima Portfolio Management position in Q3 2026.
Twilio made up 0.64% of Triasima Portfolio Management's portfolio in Q3 2026, its #51 holding.
95 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Triasima Portfolio Management's 13F filing for Q3 2026, filed 15 Oct 2026.