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Vinva Investment Management’s Twilio TWLO Stock Holding History

Vinva Investment 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
Q2 		$34.6M Sell
174,000
-23,942
-12% -$4.24M 0.23% 106
2026
Q1 		$24M Buy
197,942
+10,772
+6% +$1.32M 0.3% 89
2025
Q4 		$27.2M Buy
187,170
+91,510
+96% +$11.3M 0.34% 71
2025
Q3 		$9.98M Sell
95,660
-95,008
-50% -$10.7M 0.2% 136
2025
Q2 		$23.6M Buy
190,668
+29,187
+18% +$3.1M 0.61% 31
2025
Q1 		$16.1M Sell
161,481
-15,574
-9% -$1.85M 0.64% 30
2024
Q4 		$19.6M Buy
177,055
+37,126
+27% +$3.39M 0.75% 20
2024
Q3 		$9.21M Buy
139,929
+105,161
+302% +$6.29M 0.39% 60
2024
Q2 		$1.95M Buy
34,768
+611
+2% +$36K 0.1% 211
2024
Q1 		$2.09M Buy
34,157
+28,895
+549% +$1.9M 0.12% 201
2023
Q4 		$406K Buy
+5,262
New +$328K 0.03% 346

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vinva Investment Management's TWLO Position: Q2 2026 in Review

Vinva Investment Management reduced its Twilio (TWLO) stake by 12% in Q2 2026, selling an estimated $4.24M and leaving 174,000 shares worth $34.6M. The position accounts for 0.23% of the portfolio, ranked #106.

Vinva Investment Management first reported a position in TWLO in Q4 2023 and has held it in 11 quarters since. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Vinva Investment Management held 174,000 shares of Twilio worth $34.6M as of Q2 2026.
  • Vinva Investment Management sold 23,942 Twilio shares in Q2 2026, an estimated $4.24M.
  • Twilio made up 0.23% of Vinva Investment Management's portfolio in Q2 2026, its #106 holding.
  • Vinva Investment Management first reported a position in Twilio in Q4 2023 and has held it in 11 quarters since.
  • 968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.