Beacon Pointe Advisors’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,500
Closed -$782K 1890
2025
Q4
$782K Buy
+5,500
New +$681K 0.01% 913

Other funds holding TWLO

Beacon Pointe Advisors's TWLO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Twilio (TWLO) stake by 0.67% in Q1 2026, buying an estimated $11.9K and bringing the position to 14,544 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #761.

Beacon Pointe Advisors first reported a position in TWLO in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.05M in Q4 2023. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Beacon Pointe Advisors held 14,544 shares of Twilio worth $1.83M as of Q1 2026.
  • Beacon Pointe Advisors bought 97 Twilio shares in Q1 2026, an estimated $11.9K.
  • Twilio made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #761 holding.
  • Beacon Pointe Advisors first reported a position in Twilio in Q4 2019 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Twilio position peaked at $3.05M in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.