Yousif Capital Management’s Twilio TWLO Stock Holding History

Yousif Capital 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	$8.71M	Sell	42,214 -2,619	-6%	-$464K	0.1%	181
2026 Q1	$5.64M	Sell	44,833 -2,244	-5%	-$276K	0.07%	268
2025 Q4	$5.64M	Sell	47,077 -1,397	-3%	-$173K	0.06%	278
2025 Q3	$4.85M	Buy	48,474 +46,638	+2,540%	+$5.25M	0.05%	325
2025 Q2	$228K	Buy	+1,836	New	+$195K	﹤0.01%	1779
2025 Q1	–	Sell	-2,155	Closed	-$233K	–	1930
2024 Q4	$233K	Buy	+2,155	New	+$197K	﹤0.01%	1775
2022 Q2	–	Sell	-2,396	Closed	-$395K	–	2013
2022 Q1	$395K	Sell	2,396 -32	-1%	-$5.83K	﹤0.01%	1720
2021 Q4	$639K	Buy	+2,428	New	+$726K	0.01%	1571

Other funds holding TWLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Yousif Capital Management reduced its Twilio (TWLO) stake by 5.8% in Q2 2026, selling an estimated $464K and leaving 42,214 shares worth $8.71M. The position accounts for 0.1% of the portfolio, ranked #181.

Yousif Capital Management first reported a position in TWLO in Q4 2021 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Yousif Capital Management held 42,214 shares of Twilio worth $8.71M as of Q2 2026.
Yousif Capital Management sold 2,619 Twilio shares in Q2 2026, an estimated $464K.
Twilio made up 0.1% of Yousif Capital Management's portfolio in Q2 2026, its #181 holding.
Yousif Capital Management first reported a position in Twilio in Q4 2021 and has held it in 8 quarters since.
158 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.