Question 1

Does Polar Capital Holdings own TWLO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Polar Capital Holdings holds 1,204,982 shares of TWLO (Twilio), worth $248.6M.

Question 2

How many shares of TWLO does Polar Capital Holdings own?

Accepted Answer

As of its Q2 2026 13F, Polar Capital Holdings holds 1,204,982 shares of TWLO (Twilio).

Question 3

What is Polar Capital Holdings' TWLO position worth?

Accepted Answer

As of its Q2 2026 13F, Polar Capital Holdings' TWLO position is worth $248.6M.

Question 4

Is Polar Capital Holdings buying or selling TWLO?

Accepted Answer

In Q2 2026, Polar Capital Holdings increased its TWLO position from 185,233 to 1,204,982 shares.

Question 5

When did Polar Capital Holdings first buy TWLO?

Accepted Answer

Polar Capital Holdings already held TWLO in its Q4 2020 13F, the earliest on record, and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+550.5%	$248.6M	0.6%	$206.33	70
2026-Q1	Increased	185,233	+121.1%	$23.3M	0.1%	$123.51	46
2025-Q4	New	83,794	-	$11.9M	0.0%	$144.14	39
2025-Q3	Exited	0	-100.0%	$0	0.0%	$104.29	0
2025-Q2	Decreased	792,236	-29.9%	$98.5M	0.5%	$122.74	0
2025-Q1	Increased	1.1M	+100.3%	$110.6M	0.7%	$98.98	68
2024-Q4	New	563,929	-	$60.9M	0.3%	$108.62	49