Bruce G. Allen Investments’s Twilio TWLO Stock Holding History

Bruce G. Allen Investments’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	$5.91K	Buy	47 +26	+124%	+$3.2K	﹤0.01%	536
2025 Q4	$2.99K	Sell	21 -200	-90%	-$24.8K	﹤0.01%	638
2025 Q3	$22.1K	Buy	221 +52	+31%	+$5.85K	0.02%	387
2025 Q2	$21K	Buy	169 +140	+483%	+$14.9K	0.02%	387
2025 Q1	$2.84K	Buy	29 +7	+32%	+$830	﹤0.01%	647
2024 Q4	$2.38K	Sell	22 -1	-4%	-$91	﹤0.01%	680
2024 Q3	$1.5K	Hold	23	–	–	﹤0.01%	760
2024 Q2	$1.31K	Hold	23	–	–	﹤0.01%	742
2024 Q1	$1.41K	Hold	23	–	–	﹤0.01%	740
2023 Q4	$1.75K	Buy	+23	New	+$1.43K	﹤0.01%	761

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

Bruce G. Allen Investments's TWLO Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Twilio (TWLO) stake by 124% in Q1 2026, buying an estimated $3.2K and bringing the position to 47 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Bruce G. Allen Investments first reported a position in TWLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.1K in Q3 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Bruce G. Allen Investments held 47 shares of Twilio worth $5.91K as of Q1 2026.
Bruce G. Allen Investments bought 26 Twilio shares in Q1 2026, an estimated $3.2K.
Twilio made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #536 holding.
Bruce G. Allen Investments first reported a position in Twilio in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Twilio position peaked at $22.1K in Q3 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.