Baird Financial Group
TWLO icon

Baird Financial Group’s Twilio TWLO Stock Holding History

Baird 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
Q1 		$19.5M Sell
155,309
-104,602
-40% -$12.9M 0.03% 370
2025
Q4 		$37M Sell
259,911
-55,433
-18% -$6.87M 0.06% 218
2025
Q3 		$31.6M Buy
+315,344
New +$35.5M 0.05% 269
2024
Q2 		– Sell
-4,805
Closed -$294K – 1832
2024
Q1 		$294K Sell
4,805
-1,209
-20% -$79.6K ﹤0.01% 1557
2023
Q4 		$456K Buy
6,014
+1,649
+38% +$103K ﹤0.01% 1379
2023
Q3 		$255K Buy
4,365
+253
+6% +$15.8K ﹤0.01% 1554
2023
Q2 		$262K Sell
4,112
-40
-1% -$2.36K ﹤0.01% 1546
2023
Q1 		$277K Buy
+4,152
New +$256K ﹤0.01% 1518
2022
Q4 		– Sell
-15,428
Closed -$1.07M – 1774
2022
Q3 		$1.07M Sell
15,428
-18,842
-55% -$1.51M ﹤0.01% 1033
2022
Q2 		$2.87M Sell
34,270
-346
-1% -$38.7K 0.01% 730
2022
Q1 		$5.71M Buy
34,616
+3,374
+11% +$615K 0.01% 576
2021
Q4 		$8.23M Sell
31,242
-3,198
-9% -$956K 0.02% 487
2021
Q3 		$11M Buy
34,440
+1,588
+5% +$578K 0.03% 405
2021
Q2 		$12.9M Buy
32,852
+869
+3% +$302K 0.03% 371
2021
Q1 		$10.9M Sell
31,983
-2,917
-8% -$1.09M 0.03% 386
2020
Q4 		$11.8M Sell
34,900
-9,012
-21% -$2.82M 0.04% 361
2020
Q3 		$10.8M Sell
43,912
-7,702
-15% -$1.9M 0.04% 352
2020
Q2 		$11.3M Sell
51,614
-2,881
-5% -$463K 0.04% 326
2020
Q1 		$4.88M Buy
54,495
+593
+1% +$65.1K 0.02% 450
2019
Q4 		$5.3M Buy
53,902
+36,301
+206% +$3.71M 0.02% 515
2019
Q3 		$1.94M Buy
17,601
+3,790
+27% +$491K 0.01% 781
2019
Q2 		$1.88M Sell
13,811
-60
-0.4% -$7.99K 0.01% 802
2019
Q1 		$1.79M Buy
13,871
+3,809
+38% +$429K 0.01% 696
2018
Q4 		$899K Sell
10,062
-24
-0.2% -$1.95K 0.01% 831
2018
Q3 		$845K Sell
10,086
-3
-0% -$219 0.01% 899
2018
Q2 		$565K Buy
+10,089
New +$500K ﹤0.01% 973

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Baird Financial Group's TWLO Position: Q1 2026 in Review

Baird Financial Group reduced its Twilio (TWLO) stake by 40% in Q1 2026, selling an estimated $12.9M and leaving 155,309 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #370.

Baird Financial Group first reported a position in TWLO in Q2 2018 and has held it in 26 quarters since. The position peaked at $37M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Baird Financial Group held 155,309 shares of Twilio worth $19.5M as of Q1 2026.
  • Baird Financial Group sold 104,602 Twilio shares in Q1 2026, an estimated $12.9M.
  • Twilio made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #370 holding.
  • Baird Financial Group first reported a position in Twilio in Q2 2018 and has held it in 26 quarters since.
  • Baird Financial Group's Twilio position peaked at $37M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.