Affinity Capital Advisors’s Twilio TWLO Stock Holding History

Affinity Capital Advisors’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	$600K	Buy	2,869 +74	+3%	+$13.1K	0.07%	106
2026 Q1	$352K	Buy	2,795 +35	+1%	+$4.3K	0.05%	123
2025 Q4	$393K	Buy	2,760 +169	+7%	+$20.9K	0.05%	116
2025 Q3	$273K	Hold	2,591	–	–	0.04%	128
2025 Q2	$322K	Hold	2,591	–	–	0.06%	122
2025 Q1	$225K	Buy	2,591 +3	+0.1%	+$356	0.04%	143
2024 Q4	$284K	Buy	+2,588	New	+$237K	0.05%	125
2022 Q3	–	Sell	-2,635	Closed	-$221K	–	113
2022 Q2	$221K	Hold	2,635	–	–	0.08%	100
2022 Q1	$434K	Hold	2,635	–	–	0.14%	69
2021 Q4	$694K	Sell	2,635 -128	-5%	-$38.3K	0.21%	63
2021 Q3	$882K	Sell	2,763 -847	-23%	-$308K	0.3%	52
2021 Q2	$1.42M	Hold	3,610	–	–	0.48%	38
2021 Q1	$1.23M	Sell	3,610 -63	-2%	-$23.6K	0.45%	38
2020 Q4	$1.24M	Buy	3,673 +63	+2%	+$19.7K	0.51%	34
2020 Q3	$892K	Hold	3,610	–	–	0.5%	35
2020 Q2	$792K	Sell	3,610 -1,967	-35%	-$316K	0.52%	35
2020 Q1	$602K	Buy	5,577 +33	+0.6%	+$3.62K	0.44%	46
2019 Q4	$545K	Buy	+5,544	New	+$566K	0.36%	46

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

Affinity Capital Advisors's TWLO Position: Q2 2026 in Review

Affinity Capital Advisors increased its Twilio (TWLO) stake by 2.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,869 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #106.

Affinity Capital Advisors first reported a position in TWLO in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.42M in Q2 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Affinity Capital Advisors held 2,869 shares of Twilio worth $600K as of Q2 2026.
Affinity Capital Advisors bought 74 Twilio shares in Q2 2026, an estimated $13.1K.
Twilio made up 0.07% of Affinity Capital Advisors's portfolio in Q2 2026, its #106 holding.
Affinity Capital Advisors first reported a position in Twilio in Q4 2019 and has held it in 18 quarters since.
Affinity Capital Advisors's Twilio position peaked at $1.42M in Q2 2021.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.