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Affinity Investment Advisors’s Twilio TWLO Stock Holding History

Affinity Investment 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 		$462K Hold
2,238
– – 0.23% 99
2026
Q1 		$282K Sell
2,238
-60
-3% -$7.38K 0.18% 118
2025
Q4 		$327K Sell
2,298
-7,839
-77% -$971K 0.22% 107
2025
Q3 		$1.01M Sell
10,137
-748
-7% -$84.2K 0.69% 51
2025
Q2 		$1.35M Buy
10,885
+7,167
+193% +$762K 1.02% 36
2025
Q1 		$364K Sell
3,718
-5
-0.1% -$593 0.3% 98
2024
Q4 		$402K Sell
3,723
-2,928
-44% -$268K 0.34% 93
2024
Q3 		$434K Buy
+6,651
New +$398K 0.3% 97

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Affinity Investment Advisors held its Twilio (TWLO) position steady in Q2 2026 at 2,238 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #99.

Affinity Investment Advisors first reported a position in TWLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Affinity Investment Advisors held 2,238 shares of Twilio worth $462K as of Q2 2026.
  • Affinity Investment Advisors left its Twilio share count unchanged in Q2 2026.
  • Twilio made up 0.23% of Affinity Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Affinity Investment Advisors first reported a position in Twilio in Q3 2024 and has held it in 8 quarters since.
  • Affinity Investment Advisors's Twilio position peaked at $1.35M in Q2 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.