AFG
TWLO icon

Atomi Financial Group’s Twilio TWLO Stock Holding History

Atomi Financial Group’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 		$1.77M Buy
8,590
+197
+2% +$34.9K 0.05% 301
2026
Q1 		$1.06M Buy
8,393
+532
+7% +$65.4K 0.03% 420
2025
Q4 		$1.12M Buy
7,861
+716
+10% +$88.7K 0.03% 374
2025
Q3 		$715K Buy
7,145
+37
+0.5% +$4.17K 0.02% 498
2025
Q2 		$884K Buy
7,108
+754
+12% +$80.2K 0.03% 381
2025
Q1 		$622K Buy
6,354
+621
+11% +$73.6K 0.03% 442
2024
Q4 		$620K Buy
5,733
+237
+4% +$21.7K 0.03% 397
2024
Q3 		$358K Buy
5,496
+1,113
+25% +$66.6K 0.02% 596
2024
Q2 		$249K Sell
4,383
-2,698
-38% -$159K 0.02% 658
2024
Q1 		$433K Buy
+7,081
New +$466K 0.04% 392

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

Atomi Financial Group's TWLO Position: Q2 2026 in Review

Atomi Financial Group increased its Twilio (TWLO) stake by 2.3% in Q2 2026, buying an estimated $34.9K and bringing the position to 8,590 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #301.

Atomi Financial Group first reported a position in TWLO in Q1 2024 and has held it in 10 quarters since. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Atomi Financial Group held 8,590 shares of Twilio worth $1.77M as of Q2 2026.
  • Atomi Financial Group bought 197 Twilio shares in Q2 2026, an estimated $34.9K.
  • Twilio made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #301 holding.
  • Atomi Financial Group first reported a position in Twilio in Q1 2024 and has held it in 10 quarters since.
  • 968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.