Bank of Montreal’s Twilio TWLO Stock Holding History

Bank of Montreal’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
2024 Q3	–	Sell	-35,600	Closed	-$2.02M	–	4245
2024 Q2	$2.02M	Buy	+35,600	New	+$2.1M	﹤0.01%	1657
2024 Q1	–	Sell	-61,700	Closed	-$4.79M	–	4329
2023 Q4	$4.79M	Sell	61,700 -38,300	-38%	-$2.39M	﹤0.01%	1302
2023 Q3	$6.27M	Hold	100,000	–	–	﹤0.01%	1193
2023 Q2	$6.78M	Buy	+100,000	New	+$5.9M	﹤0.01%	1192
2022 Q2	–	Sell	-17,400	Closed	-$2.94M	–	4461
2022 Q1	$2.94M	Buy	+17,400	New	+$3.17M	﹤0.01%	1718
2020 Q1	–	Sell	-95,000	Closed	-$9.34M	–	4715
2019 Q4	$9.34M	Buy	+95,000	New	+$9.7M	0.01%	1020
2019 Q3	–	Sell	-17,600	Closed	-$2.4M	–	4988
2019 Q2	$2.4M	Buy	+17,600	New	+$2.34M	﹤0.01%	1568
2017 Q4	–	Sell	-100	Closed	-$3K	–	4339
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	3977
2017 Q2	$3K	Buy	+100	New	+$2.73K	﹤0.01%	3970

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Bank of Montreal's TWLO Position: Q1 2026 in Review

Bank of Montreal reduced its Twilio (TWLO) stake by 34% in Q1 2026, selling an estimated $3.44M and leaving 54,098 shares worth $6.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Bank of Montreal first reported a position in TWLO in Q3 2016 and has held it in 39 quarters since. The position peaked at $53.2M in Q3 2021. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Bank of Montreal held 54,098 shares of Twilio worth $6.81M as of Q1 2026.
Bank of Montreal sold 27,988 Twilio shares in Q1 2026, an estimated $3.44M.
Twilio made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1211 holding.
Bank of Montreal first reported a position in Twilio in Q3 2016 and has held it in 39 quarters since.
Bank of Montreal's Twilio position peaked at $53.2M in Q3 2021.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.