Y-Intercept (HK)’s Twilio TWLO Stock Holding History

Y-Intercept (HK)’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	$8.35M	Buy	40,492 +33,410	+472%	+$5.92M	0.17%	132
2026 Q1	$891K	Buy	+7,082	New	+$871K	0.02%	1079
2025 Q4	–	Sell	-56,204	Closed	-$5.63M	–	1997
2025 Q3	$5.63M	Buy	56,204 +36,693	+188%	+$4.13M	0.14%	173
2025 Q2	$2.43M	Sell	19,511 -21,834	-53%	-$2.32M	0.06%	510
2025 Q1	$4.05M	Buy	41,345 +34,774	+529%	+$4.12M	0.27%	77
2024 Q4	$710K	Sell	6,571 -21,638	-77%	-$1.98M	0.05%	573
2024 Q3	$1.84M	Buy	+28,209	New	+$1.69M	0.11%	229
2024 Q1	–	Sell	-35,770	Closed	-$2.71M	–	1770
2023 Q4	$2.71M	Buy	+35,770	New	+$2.23M	0.25%	82
2023 Q2	–	Sell	-9,147	Closed	-$609K	–	1728
2023 Q1	$609K	Buy	+9,147	New	+$564K	0.07%	429
2021 Q2	–	Sell	-1,792	Closed	-$576K	–	910
2021 Q1	$576K	Buy	+1,792	New	+$671K	0.15%	215

Other funds holding TWLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Y-Intercept (HK)'s TWLO Position: Q2 2026 in Review

Y-Intercept (HK) increased its Twilio (TWLO) stake by 472% in Q2 2026, buying an estimated $5.92M and bringing the position to 40,492 shares worth $8.35M. The position accounts for 0.17% of the portfolio, ranked #132.

Y-Intercept (HK) first reported a position in TWLO in Q1 2021 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Y-Intercept (HK) held 40,492 shares of Twilio worth $8.35M as of Q2 2026.
Y-Intercept (HK) bought 33,410 Twilio shares in Q2 2026, an estimated $5.92M.
Twilio made up 0.17% of Y-Intercept (HK)'s portfolio in Q2 2026, its #132 holding.
Y-Intercept (HK) first reported a position in Twilio in Q1 2021 and has held it in 10 quarters since.
191 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.