TwinBeech Capital’s Twilio TWLO Stock Holding History

TwinBeech 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 Q2	$306K	Buy	+1,482	New	+$263K	0.06%	288
2025 Q2	–	Sell	-368,873	Closed	-$36.1M	–	984
2025 Q1	$36.1M	Buy	368,873 +223,600	+154%	+$26.5M	0.66%	38
2024 Q4	$15.7M	Buy	145,273 +130,507	+884%	+$11.9M	0.27%	119
2024 Q3	$963K	Sell	14,766 -183,491	-93%	-$11M	0.02%	508
2024 Q2	$11.3M	Buy	+198,257	New	+$11.7M	0.22%	130
2024 Q1	–	Sell	-15,208	Closed	-$1.15M	–	856
2023 Q4	$1.15M	Sell	15,208 -191,008	-93%	-$11.9M	0.02%	471
2023 Q3	$12.1M	Buy	+206,216	New	+$12.9M	0.23%	124
2023 Q2	–	Sell	-300,556	Closed	-$20M	–	867
2023 Q1	$20M	Buy	+300,556	New	+$18.5M	0.41%	71
2022 Q3	–	Sell	-51,368	Closed	-$4.3M	–	816
2022 Q2	$4.3M	Buy	+51,368	New	+$5.75M	0.19%	137
2021 Q2	–	Sell	-7,900	Closed	-$2.69M	–	658
2021 Q1	$2.69M	Buy	+7,900	New	+$2.96M	0.39%	76
2020 Q1	–	Sell	-8,695	Closed	-$855K	–	479
2019 Q4	$855K	Buy	+8,695	New	+$888K	0.25%	133

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TwinBeech Capital's TWLO Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Twilio (TWLO) in Q2 2026: 1,482 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #288 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in TWLO as recently as Q1 2025.

TwinBeech Capital first reported a position in TWLO in Q4 2019 and has held it in 11 quarters since. The position peaked at $36.1M in Q1 2025. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

TwinBeech Capital held 1,482 shares of Twilio worth $306K as of Q2 2026.
Twilio was a new TwinBeech Capital position in Q2 2026.
Twilio made up 0.06% of TwinBeech Capital's portfolio in Q2 2026, its #288 holding.
TwinBeech Capital first reported a position in Twilio in Q4 2019 and has held it in 11 quarters since.
TwinBeech Capital's Twilio position peaked at $36.1M in Q1 2025.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.