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Ballentine Partners’s Twilio TWLO Stock Holding History

Ballentine Partners’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 		$469K Buy
2,273
+415
+22% +$73.6K 0.01% 590
2026
Q1 		$234K Buy
1,858
+8
+0.4% +$984 ﹤0.01% 855
2025
Q4 		$263K Buy
+1,850
New +$229K ﹤0.01% 784
2025
Q3 		– Sell
-1,644
Closed -$204K – 1065
2025
Q2 		$204K Buy
+1,644
New +$175K ﹤0.01% 879
2021
Q4 		– Sell
-2,328
Closed -$743K – 484
2021
Q3 		$743K Buy
+2,328
New +$848K 0.03% 183

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Ballentine Partners's TWLO Position: Q2 2026 in Review

Ballentine Partners increased its Twilio (TWLO) stake by 22% in Q2 2026, buying an estimated $73.6K and bringing the position to 2,273 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #590.

Ballentine Partners first reported a position in TWLO in Q3 2021 and has held it in 5 quarters since. The position peaked at $743K in Q3 2021. 158 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Ballentine Partners held 2,273 shares of Twilio worth $469K as of Q2 2026.
  • Ballentine Partners bought 415 Twilio shares in Q2 2026, an estimated $73.6K.
  • Twilio made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #590 holding.
  • Ballentine Partners first reported a position in Twilio in Q3 2021 and has held it in 5 quarters since.
  • Ballentine Partners's Twilio position peaked at $743K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.