Twin Capital Management’s Twilio TWLO Stock Holding History

Twin 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	–	Sell	-7,834	Closed	-$1.11M	–	294
2025 Q4	$1.11M	Sell	7,834 -5	-0.1%	-$619	0.14%	141
2025 Q3	$785K	Sell	7,839 -136	-2%	-$15.3K	0.1%	186
2025 Q2	$992K	Buy	+7,975	New	+$848K	0.11%	170
2022 Q4	–	Sell	-11,086	Closed	-$766K	–	308
2022 Q3	$766K	Sell	11,086 -202	-2%	-$16.1K	0.1%	202
2022 Q2	$946K	Sell	11,288 -297	-3%	-$33.2K	0.12%	192
2022 Q1	$1.91M	Buy	+11,585	New	+$2.11M	0.21%	142

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

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

Twin Capital Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 7,834 shares — an estimated $1.11M sold.

Twin Capital Management first reported a position in TWLO in Q1 2022 and held it in 6 quarters. The position peaked at $1.91M in Q1 2022. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Twin Capital Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Twin Capital Management sold 7,834 Twilio shares in Q1 2026, an estimated $1.11M.
Twin Capital Management first reported a position in Twilio in Q1 2022 and held it in 6 quarters.
Twin Capital Management's Twilio position peaked at $1.91M in Q1 2022.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.