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Atria Investments’s Twilio TWLO Stock Holding History

Atria Investments’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 		$2.14M Buy
10,377
+3,782
+57% +$670K 0.02% 725
2026
Q1 		$830K Buy
6,595
+2,690
+69% +$331K 0.01% 1164
2025
Q4 		$555K Sell
3,905
-4,070
-51% -$504K 0.01% 1379
2025
Q3 		$798K Sell
7,975
-2,055
-20% -$231K 0.01% 1169
2025
Q2 		$1.25M Buy
10,030
+3,507
+54% +$373K 0.01% 924
2025
Q1 		$639K Buy
6,523
+2,003
+44% +$237K 0.01% 1225
2024
Q4 		$489K Buy
+4,520
New +$413K 0.01% 1341
2022
Q2 		– Sell
-8,996
Closed -$1.48M – 878
2022
Q1 		$1.48M Buy
8,996
+2,387
+36% +$435K 0.03% 678
2021
Q4 		$1.74M Sell
6,609
-915
-12% -$274K 0.03% 622
2021
Q3 		$2.4M Buy
7,524
+2,068
+38% +$753K 0.04% 447
2021
Q2 		$2.15M Buy
5,456
+1,835
+51% +$637K 0.04% 472
2021
Q1 		$1.23M Sell
3,621
-12,879
-78% -$4.82M 0.03% 626
2020
Q4 		$5.58M Sell
16,500
-1,766
-10% -$552K 0.13% 180
2020
Q3 		$4.51M Buy
+18,266
New +$4.5M 0.14% 170
2020
Q2 		– Sell
-3,097
Closed -$277K – 754
2020
Q1 		$277K Sell
3,097
-600
-16% -$65.9K 0.02% 454
2019
Q4 		$363K Buy
3,697
+712
+24% +$72.7K 0.01% 907
2019
Q3 		$328K Buy
2,985
+219
+8% +$28.4K 0.01% 691
2019
Q2 		$351K Sell
2,766
-218
-7% -$29K 0.01% 691
2019
Q1 		$385K Buy
+2,984
New +$336K 0.02% 609

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 $3.38T AUM 44.17% 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

Atria Investments's TWLO Position: Q2 2026 in Review

Atria Investments increased its Twilio (TWLO) stake by 57% in Q2 2026, buying an estimated $670K and bringing the position to 10,377 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #725.

Atria Investments first reported a position in TWLO in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.58M in Q4 2020. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Atria Investments held 10,377 shares of Twilio worth $2.14M as of Q2 2026.
  • Atria Investments bought 3,782 Twilio shares in Q2 2026, an estimated $670K.
  • Twilio made up 0.02% of Atria Investments's portfolio in Q2 2026, its #725 holding.
  • Atria Investments first reported a position in Twilio in Q1 2019 and has held it in 19 quarters since.
  • Atria Investments's Twilio position peaked at $5.58M in Q4 2020.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.