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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
Q2 		$4.59M Buy
22,252
+6,126
+38% +$1.09M 0.09% 158
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
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

Baker Avenue Asset Management's TWLO Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Twilio (TWLO) stake by 38% in Q2 2026, buying an estimated $1.09M and bringing the position to 22,252 shares worth $4.59M. The position accounts for 0.09% of the portfolio, ranked #158.

Baker Avenue Asset Management first reported a position in TWLO in Q4 2022 and has held it in 9 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Baker Avenue Asset Management held 22,252 shares of Twilio worth $4.59M as of Q2 2026.
  • Baker Avenue Asset Management bought 6,126 Twilio shares in Q2 2026, an estimated $1.09M.
  • Twilio made up 0.09% of Baker Avenue Asset Management's portfolio in Q2 2026, its #158 holding.
  • Baker Avenue Asset Management first reported a position in Twilio in Q4 2022 and has held it in 9 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.