Baker Avenue Asset Management’s Twilio TWLO Stock Holding History

Baker Avenue Asset Management’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	$2.03M	Buy	16,126 +4,156	+35%	+$511K	0.05%	211
2025 Q4	$1.7M	Buy	11,970 +1,562	+15%	+$193K	0.04%	221
2025 Q3	$1.04M	Buy	10,408 +321	+3%	+$36.1K	0.02%	250
2025 Q2	$1.25M	Buy	+10,087	New	+$1.07M	0.04%	224
2023 Q4	–	Sell	-88	Closed	-$5.15K	–	1412
2023 Q3	$5.15K	Buy	88 +24	+38%	+$1.5K	﹤0.01%	936
2023 Q2	$4.07K	Sell	64 -9	-12%	-$531	﹤0.01%	886
2023 Q1	$4.86K	Buy	73 +9	+14%	+$555	﹤0.01%	876
2022 Q4	$3.13K	Buy	+64	New	+$3.64K	﹤0.01%	875

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Baker Avenue Asset Management's TWLO Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Twilio (TWLO) stake by 35% in Q1 2026, buying an estimated $511K and bringing the position to 16,126 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #211.

Baker Avenue Asset Management first reported a position in TWLO in Q4 2022 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Baker Avenue Asset Management held 16,126 shares of Twilio worth $2.03M as of Q1 2026.
Baker Avenue Asset Management bought 4,156 Twilio shares in Q1 2026, an estimated $511K.
Twilio made up 0.05% of Baker Avenue Asset Management's portfolio in Q1 2026, its #211 holding.
Baker Avenue Asset Management first reported a position in Twilio in Q4 2022 and has held it in 8 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.