Asset Management One’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3M | Buy |
64,685
+6,365
| +11% | +$1.13M | 0.03% | 403 |
|
|
2026
Q1 | $7.34M | Sell |
58,320
-1,036
| -2% | -$127K | 0.02% | 523 |
|
|
2025
Q4 | $8.4M | Buy |
59,356
+30
| +0.1% | +$3.72K | 0.02% | 512 |
|
|
2025
Q3 | $5.94M | Sell |
59,326
-7,407
| -11% | -$834K | 0.02% | 583 |
|
|
2025
Q2 | $8.3M | Buy |
66,733
+12,205
| +22% | +$1.3M | 0.03% | 490 |
|
|
2025
Q1 | $5.34M | Sell |
54,528
-1,095
| -2% | -$130K | 0.02% | 594 |
|
|
2024
Q4 | $6.08M | Sell |
55,623
-3,232
| -5% | -$295K | 0.02% | 559 |
|
|
2024
Q3 | $3.84M | Sell |
58,855
-3,920
| -6% | -$235K | 0.01% | 662 |
|
|
2024
Q2 | $3.57M | Sell |
62,775
-3,020
| -5% | -$178K | 0.01% | 650 |
|
|
2024
Q1 | $4.02M | Sell |
65,795
-4,603
| -7% | -$303K | 0.02% | 645 |
|
|
2023
Q4 | $5.43M | Sell |
70,398
-1,861
| -3% | -$116K | 0.02% | 574 |
|
|
2023
Q3 | $4.23M | Buy |
72,259
+194
| +0.3% | +$12.1K | 0.02% | 616 |
|
|
2023
Q2 | $4.58M | Buy |
72,065
+3,316
| +5% | +$196K | 0.02% | 614 |
|
|
2023
Q1 | $4.58M | Buy |
68,749
+1,945
| +3% | +$120K | 0.02% | 605 |
|
|
2022
Q4 | $3.22M | Sell |
66,804
-2,822
| -4% | -$161K | 0.02% | 678 |
|
|
2022
Q3 | $4.81M | Sell |
69,626
-2,869
| -4% | -$229K | 0.02% | 560 |
|
|
2022
Q2 | $6.08M | Buy |
72,495
+1,869
| +3% | +$209K | 0.03% | 526 |
|
|
2022
Q1 | $11.6M | Sell |
70,626
-48,938
| -41% | -$8.92M | 0.05% | 415 |
|
|
2021
Q4 | $30.8M | Buy |
119,564
+2,117
| +2% | +$633K | 0.11% | 186 |
|
|
2021
Q3 | $37.5M | Sell |
117,447
-11,075
| -9% | -$4.03M | 0.14% | 143 |
|
|
2021
Q2 | $50.7M | Buy |
128,522
+6,380
| +5% | +$2.21M | 0.19% | 110 |
|
|
2021
Q1 | $41.6M | Sell |
122,142
-235
| -0.2% | -$88K | 0.17% | 129 |
|
|
2020
Q4 | $42.9M | Sell |
122,377
-3,255
| -3% | -$1.02M | 0.18% | 112 |
|
|
2020
Q3 | $31M | Sell |
125,632
-3,279
| -3% | -$808K | 0.14% | 143 |
|
|
2020
Q2 | $28.3M | Sell |
128,911
-68,456
| -35% | -$11M | 0.14% | 154 |
|
|
2020
Q1 | $17.7M | Sell |
197,367
-134,930
| -41% | -$14.8M | 0.1% | 199 |
|
|
2019
Q4 | $32.7M | Buy |
332,297
+4,567
| +1% | +$466K | 0.15% | 150 |
|
|
2019
Q3 | $36M | Buy |
327,730
+9,423
| +3% | +$1.22M | 0.17% | 120 |
|
|
2019
Q2 | $43.4M | Buy |
318,307
+71,323
| +29% | +$9.5M | 0.21% | 93 |
|
|
2019
Q1 | $31.9M | Buy |
+246,984
| New | +$27.8M | 0.17% | 122 |
|
Other funds holding TWLO
Asset Management One's TWLO Position: Q2 2026 in Review
Asset Management One increased its Twilio (TWLO) stake by 11% in Q2 2026, buying an estimated $1.13M and bringing the position to 64,685 shares worth $13.3M. The position accounts for 0.03% of the portfolio, ranked #403.
Asset Management One first reported a position in TWLO in Q1 2019 and has held it in 30 quarters since. The position peaked at $50.7M in Q2 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Asset Management One held 64,685 shares of Twilio worth $13.3M as of Q2 2026.
- Asset Management One bought 6,365 Twilio shares in Q2 2026, an estimated $1.13M.
- Twilio made up 0.03% of Asset Management One's portfolio in Q2 2026, its #403 holding.
- Asset Management One first reported a position in Twilio in Q1 2019 and has held it in 30 quarters since.
- Asset Management One's Twilio position peaked at $50.7M in Q2 2021.
- 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.