Question 1

Does Ninety One UK own TWLO stock?

Accepted Answer

No. Ninety One UK exited its TWLO (Twilio) position in Q1 2026. Its Q4 2025 13F listed 123,952 shares worth $17.6M.

Question 2

How many shares of TWLO does Ninety One UK own?

Accepted Answer

None since Q1 2026, when Ninety One UK exited the position. Its Q4 2025 13F listed 123,952 shares worth $17.6M.

Question 3

What is Ninety One UK's TWLO position worth?

Accepted Answer

Ninety One UK's TWLO position was worth $17.6M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Ninety One UK buying or selling TWLO?

Accepted Answer

In Q1 2026, Ninety One UK exited its entire TWLO position.

Question 5

When did Ninety One UK first buy TWLO?

Accepted Answer

Ninety One UK first reported TWLO in its Q2 2025 13F and listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$123.51	0
2025-Q4	Decreased	123,952	-91.8%	$17.6M	0.0%	$142.24	0
2025-Q3	Decreased	1.5M	-11.4%	$151.3M	0.3%	$100.09	0
2025-Q2	New	1.7M	—	$212.1M	0.5%	$122.74	51