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Altman Advisors’s Twilio TWLO Stock Holding History

Altman 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 		$5.34M Sell
25,863
-282
-1% -$50K 1.92% 11
2026
Q1 		$3.29M Buy
26,145
+480
+2% +$59K 1.36% 17
2025
Q4 		$3.65M Buy
25,665
+67
+0.3% +$8.3K 1.38% 14
2025
Q3 		$2.56M Buy
25,598
+4,937
+24% +$556K 0.98% 40
2025
Q2 		$2.42M Buy
+20,661
New +$2.2M 0.99% 37

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

Altman Advisors's TWLO Position: Q2 2026 in Review

Altman Advisors reduced its Twilio (TWLO) stake by 1.1% in Q2 2026, selling an estimated $50K and leaving 25,863 shares worth $5.34M. The position accounts for 1.92% of the portfolio, ranked #11.

Altman Advisors first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Altman Advisors held 25,863 shares of Twilio worth $5.34M as of Q2 2026.
  • Altman Advisors sold 282 Twilio shares in Q2 2026, an estimated $50K.
  • Twilio made up 1.92% of Altman Advisors's portfolio in Q2 2026, its #11 holding.
  • Altman Advisors first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.