Versant Capital Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$858K Sell
4,156
-44
-1% -$7.8K 0.08% 153
2026
Q1
$528K Buy
4,200
+1,559
+59% +$192K 0.05% 247
2025
Q4
$376K Buy
2,641
+360
+16% +$44.6K 0.05% 289
2025
Q3
$228K Buy
2,281
+98
+4% +$11K 0.03% 426
2025
Q2
$271K Buy
2,183
+1,043
+91% +$111K 0.04% 362
2025
Q1
$112K Sell
1,140
-26
-2% -$3.08K 0.02% 594
2024
Q4
$126K Buy
1,166
+484
+71% +$44.2K 0.03% 254
2024
Q3
$44.5K Buy
682
+506
+288% +$30.3K 0.01% 503
2024
Q2
$10K Sell
176
-32
-15% -$1.89K ﹤0.01% 992
2024
Q1
$12.7K Buy
208
+109
+110% +$7.18K ﹤0.01% 673
2023
Q4
$7.51K Sell
99
-2
-2% -$125 ﹤0.01% 842
2023
Q3
$5.91K Buy
101
+44
+77% +$2.74K ﹤0.01% 919
2023
Q2
$3.63K Buy
57
+32
+128% +$1.89K ﹤0.01% 1156
2023
Q1
$1.67K Buy
25
+5
+25% +$308 ﹤0.01% 1318
2022
Q4
$979 Hold
20
﹤0.01% 1299
2022
Q3
$1K Buy
+20
New +$1.6K ﹤0.01% 1353

Other funds holding TWLO

Versant Capital Management's TWLO Position: Q2 2026 in Review

Versant Capital Management reduced its Twilio (TWLO) stake by 1% in Q2 2026, selling an estimated $7.8K and leaving 4,156 shares worth $858K. The position accounts for 0.08% of the portfolio, ranked #153.

Versant Capital Management first reported a position in TWLO in Q3 2022 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Versant Capital Management held 4,156 shares of Twilio worth $858K as of Q2 2026.
  • Versant Capital Management sold 44 Twilio shares in Q2 2026, an estimated $7.8K.
  • Twilio made up 0.08% of Versant Capital Management's portfolio in Q2 2026, its #153 holding.
  • Versant Capital Management first reported a position in Twilio in Q3 2022 and has held it in 16 quarters since.
  • 117 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.