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Triumph Capital Management’s Twilio TWLO Stock Holding History

Triumph Capital 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 		$175K Buy
1,392
+1,202
+633% +$148K 0.04% 359
2025
Q4 		$27K Buy
+190
New +$23.5K 0.01% 776
2025
Q3 		– Sell
-2,176
Closed -$271K – 338
2025
Q2 		$271K Sell
2,176
-1,240
-36% -$132K 0.08% 242
2025
Q1 		$334K Sell
3,416
-563
-14% -$66.7K 0.11% 200
2024
Q4 		$430K Sell
3,979
-210
-5% -$19.2K 0.15% 167
2024
Q3 		$273K Sell
4,189
-2,419
-37% -$145K 0.1% 218
2024
Q2 		$375K Buy
6,608
+2,842
+75% +$168K 0.15% 156
2024
Q1 		$235K Buy
3,766
+60
+2% +$3.95K 0.1% 195
2023
Q4 		$281K Sell
3,706
-1,241
-25% -$77.4K 0.12% 156
2023
Q3 		$290K Buy
4,947
+474
+11% +$29.5K 0.13% 158
2023
Q2 		$285K Sell
4,473
-1,165
-21% -$68.8K 0.13% 158
2023
Q1 		$376K Sell
5,638
-5,139
-48% -$317K 0.19% 108
2022
Q4 		$528K Buy
10,777
+1,819
+20% +$104K 0.28% 82
2022
Q3 		$619K Buy
8,958
+4,082
+84% +$326K 0.34% 68
2022
Q2 		$409K Buy
4,876
+498
+11% +$55.7K 0.22% 108
2022
Q1 		$722K Buy
4,378
+660
+18% +$120K 0.31% 77
2021
Q4 		$979K Buy
3,718
+340
+10% +$102K 0.42% 58
2021
Q3 		$1.08M Buy
3,378
+1,648
+95% +$600K 0.5% 46
2021
Q2 		$649K Buy
+1,730
New +$601K 0.38% 64

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Triumph Capital Management's TWLO Position: Q1 2026 in Review

Triumph Capital Management increased its Twilio (TWLO) stake by 633% in Q1 2026, buying an estimated $148K and bringing the position to 1,392 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #359.

Triumph Capital Management first reported a position in TWLO in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q3 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Triumph Capital Management held 1,392 shares of Twilio worth $175K as of Q1 2026.
  • Triumph Capital Management bought 1,202 Twilio shares in Q1 2026, an estimated $148K.
  • Twilio made up 0.04% of Triumph Capital Management's portfolio in Q1 2026, its #359 holding.
  • Triumph Capital Management first reported a position in Twilio in Q2 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's Twilio position peaked at $1.08M in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.