AssetMark Inc
TWLO icon

AssetMark Inc’s Twilio TWLO Stock Holding History

AssetMark Inc’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
Q3 		$17.5M Buy
59,907
+58,930
+6,032% +$13.4M 0.03% 423
2026
Q2 		$202K Buy
977
+155
+19% +$27.5K ﹤0.01% 1439
2026
Q1 		$103K Buy
822
+232
+39% +$28.5K ﹤0.01% 1530
2025
Q4 		$83.9K Buy
590
+65
+12% +$8.05K ﹤0.01% 1561
2025
Q3 		$52.5K Buy
525
+55
+12% +$6.19K ﹤0.01% 1617
2025
Q2 		$58.4K Buy
470
+379
+416% +$40.3K ﹤0.01% 1515
2025
Q1 		$8.95K Sell
91
-7
-7% -$830 ﹤0.01% 1873
2024
Q4 		$10.6K Buy
98
+55
+128% +$5.03K ﹤0.01% 1775
2024
Q3 		$2.8K Buy
+43
New +$2.57K ﹤0.01% 1811
2024
Q2 		– Sell
-1
Closed -$61 – 2232
2024
Q1 		$61 Buy
+1
New +$66 ﹤0.01% 1836
2023
Q3 		– Sell
-8
Closed -$509 – 1804
2023
Q2 		$509 Hold
8
– – ﹤0.01% 1507
2023
Q1 		$533 Sell
8
-8
-50% -$493 ﹤0.01% 1489
2022
Q4 		$783 Hold
16
– – ﹤0.01% 1497
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1486
2022
Q2 		$1K Sell
16
-3,606
-100% -$403K ﹤0.01% 1450
2022
Q1 		$597K Buy
3,622
+1,783
+97% +$325K ﹤0.01% 598
2021
Q4 		$484K Buy
1,839
+1,653
+889% +$494K ﹤0.01% 548
2021
Q3 		$59K Buy
186
+170
+1,063% +$61.9K ﹤0.01% 759
2021
Q2 		$6K Buy
+16
New +$5.56K ﹤0.01% 1059
2021
Q1 		– Sell
-30
Closed -$10K – 1535
2020
Q4 		$10K Buy
+30
New +$9.37K ﹤0.01% 928
2020
Q3 		– Sell
-8,515
Closed -$1.87M – 1402
2020
Q2 		$1.87M Buy
8,515
+8,465
+16,930% +$1.36M 0.01% 291
2020
Q1 		$4K Buy
+50
New +$5.49K ﹤0.01% 1120

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AssetMark Inc's TWLO Position: Q3 2026 in Review

AssetMark Inc increased its Twilio (TWLO) stake by 6,032% in Q3 2026, buying an estimated $13.4M and bringing the position to 59,907 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #423.

AssetMark Inc first reported a position in TWLO in Q1 2020 and has held it in 22 quarters since. 435 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • AssetMark Inc held 59,907 shares of Twilio worth $17.5M as of Q3 2026.
  • AssetMark Inc bought 58,930 Twilio shares in Q3 2026, an estimated $13.4M.
  • Twilio made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #423 holding.
  • AssetMark Inc first reported a position in Twilio in Q1 2020 and has held it in 22 quarters since.
  • 435 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.