Virginia Retirement Systems’s Twilio TWLO Stock Holding History

Virginia Retirement Systems’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	$35M	Buy	169,550 +23,750	+16%	+$4.21M	0.21%	127
2026 Q1	$18.3M	Buy	145,800 +19,700	+16%	+$2.42M	0.14%	179
2025 Q4	$17.9M	Sell	126,100 -15,800	-11%	-$1.96M	0.11%	193
2025 Q3	$14.2M	Sell	141,900 -160,500	-53%	-$18.1M	0.09%	208
2025 Q2	$37.6M	Buy	302,400 +187,400	+163%	+$19.9M	0.26%	107
2025 Q1	$11.3M	Buy	+115,000	New	+$13.6M	0.08%	225
2019 Q3	–	Sell	-4,400	Closed	-$600K	–	1191
2019 Q2	$600K	Sell	4,400 -7,600	-63%	-$1.01M	0.01%	865
2019 Q1	$1.55M	Buy	12,000 +5,300	+79%	+$597K	0.02%	511
2018 Q4	$598K	Buy	+6,700	New	+$544K	0.01%	822

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

Virginia Retirement Systems's TWLO Position: Q2 2026 in Review

Virginia Retirement Systems increased its Twilio (TWLO) stake by 16% in Q2 2026, buying an estimated $4.21M and bringing the position to 169,550 shares worth $35M. The position accounts for 0.21% of the portfolio, ranked #127.

Virginia Retirement Systems first reported a position in TWLO in Q4 2018 and has held it in 9 quarters since. The position peaked at $37.6M in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Virginia Retirement Systems held 169,550 shares of Twilio worth $35M as of Q2 2026.
Virginia Retirement Systems bought 23,750 Twilio shares in Q2 2026, an estimated $4.21M.
Twilio made up 0.21% of Virginia Retirement Systems's portfolio in Q2 2026, its #127 holding.
Virginia Retirement Systems first reported a position in Twilio in Q4 2018 and has held it in 9 quarters since.
Virginia Retirement Systems's Twilio position peaked at $37.6M in Q2 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Virginia Retirement Systems's 13F filing for Q2 2026, filed 25 Aug 2026.