Truvestments Capital’s Twilio TWLO Stock Holding History

Truvestments Capital’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	$2.6M	Buy	20,656 +989	+5%	+$122K	0.47%	55
2025 Q4	$2.8M	Buy	19,667 +2,116	+12%	+$262K	0.51%	62
2025 Q3	$1.76M	Buy	17,551 +900	+5%	+$101K	0.32%	79
2025 Q2	$2.07M	Buy	16,651 +1,482	+10%	+$158K	0.41%	68
2025 Q1	$1.49M	Buy	15,169 +5,115	+51%	+$606K	0.32%	73
2024 Q4	$1.09M	Buy	10,054 +360	+4%	+$32.9K	0.28%	80
2024 Q3	$632K	Buy	9,694 +547	+6%	+$32.7K	0.17%	106
2024 Q2	$520K	Buy	9,147 +909	+11%	+$53.6K	0.21%	111
2024 Q1	$504K	Buy	8,238 +8,031	+3,880%	+$529K	0.19%	108
2023 Q4	$15.7K	Sell	207 -240	-54%	-$15K	0.01%	476
2023 Q3	$26.2K	Buy	447 +247	+124%	+$15.4K	0.01%	351
2023 Q2	$12.7K	Hold	200	–	–	0.01%	430
2023 Q1	$13.3K	Hold	200	–	–	0.01%	413
2022 Q4	$9.79K	Hold	200	–	–	0.01%	459
2022 Q3	$14K	Hold	200	–	–	0.01%	379
2022 Q2	$17K	Buy	+200	New	+$22.4K	0.01%	360
2022 Q1	–	Sell	-200	Closed	-$53K	–	519
2021 Q4	$53K	Buy	+200	New	+$59.8K	0.03%	260

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

Truvestments Capital's TWLO Position: Q1 2026 in Review

Truvestments Capital increased its Twilio (TWLO) stake by 5% in Q1 2026, buying an estimated $122K and bringing the position to 20,656 shares worth $2.6M. The position accounts for 0.47% of the portfolio, ranked #55.

Truvestments Capital first reported a position in TWLO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.8M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Truvestments Capital held 20,656 shares of Twilio worth $2.6M as of Q1 2026.
Truvestments Capital bought 989 Twilio shares in Q1 2026, an estimated $122K.
Twilio made up 0.47% of Truvestments Capital's portfolio in Q1 2026, its #55 holding.
Truvestments Capital first reported a position in Twilio in Q4 2021 and has held it in 17 quarters since.
Truvestments Capital's Twilio position peaked at $2.8M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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