Twin Tree Management’s Twilio TWLO Stock Holding History

Twin Tree 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	-19,500	Closed	-$2.77M	–	1735
2025 Q4	$2.77M	Sell	19,500 -65,800	-77%	-$8.15M	0.02%	715
2025 Q3	$8.54M	Sell	85,300 -114,200	-57%	-$12.9M	0.04%	553
2025 Q2	$24.8M	Buy	199,500 +117,000	+142%	+$12.4M	0.05%	401
2025 Q1	$8.08M	Sell	82,500 -63,500	-43%	-$7.52M	0.02%	743
2024 Q4	$15.8M	Sell	146,000 -155,300	-52%	-$14.2M	0.03%	542
2024 Q3	$19.7M	Buy	301,300 +257,000	+580%	+$15.4M	0.04%	420
2024 Q2	$2.52M	Sell	44,300 -104,000	-70%	-$6.14M	0.01%	917
2024 Q1	$9.07M	Sell	148,300 -117,600	-44%	-$7.75M	0.02%	671
2023 Q4	$20.2M	Buy	265,900 +104,000	+64%	+$6.48M	0.04%	467
2023 Q3	$9.48M	Sell	161,900 -58,600	-27%	-$3.65M	0.02%	531
2023 Q2	$14M	Buy	220,500 +211,600	+2,378%	+$12.5M	0.02%	529
2023 Q1	$593K	Buy	+8,900	New	+$549K	﹤0.01%	1066
2022 Q1	–	Sell	-7,600	Closed	-$2M	–	1917
2021 Q4	$2M	Sell	7,600 -5,500	-42%	-$1.64M	﹤0.01%	1101
2021 Q3	$4.18M	Buy	+13,100	New	+$4.77M	0.01%	837
2020 Q2	–	Sell	-5,900	Closed	-$528K	–	1706
2020 Q1	$528K	Sell	5,900 -27,900	-83%	-$3.06M	﹤0.01%	968
2019 Q4	$3.32M	Buy	+33,800	New	+$3.45M	0.01%	593

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 Tree Management's TWLO Position: Q1 2026 in Review

Twin Tree Management opened a new position in Twilio (TWLO) in Q1 2026: 9,486 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #665 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in TWLO as recently as Q3 2024.

Twin Tree Management first reported a position in TWLO in Q1 2019 and has held it in 20 quarters since. The position peaked at $32.9M in Q4 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Twin Tree Management held 9,486 shares of Twilio worth $1.19M as of Q1 2026.
Twilio was a new Twin Tree Management position in Q1 2026.
Twilio made up 0.03% of Twin Tree Management's portfolio in Q1 2026, its #665 holding.
Twin Tree Management first reported a position in Twilio in Q1 2019 and has held it in 20 quarters since.
Twin Tree Management's Twilio position peaked at $32.9M in Q4 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.