C.M. Bidwell & Associates’s Twilio TWLO Stock Holding History

C.M. Bidwell & Associates’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	$285K	Sell	2,266 -11	-0.5%	-$1.35K	0.13%	94
2025 Q4	$324K	Sell	2,277 -70	-3%	-$8.67K	0.15%	83
2025 Q3	$235K	Sell	2,347 -165	-7%	-$18.6K	0.11%	117
2025 Q2	$312K	Buy	2,512 +2,462	+4,924%	+$262K	0.16%	88
2025 Q1	$4.89K	Hold	50	–	–	﹤0.01%	309
2024 Q4	$5.4K	Hold	50	–	–	﹤0.01%	323
2024 Q3	$3.26K	Hold	50	–	–	﹤0.01%	412
2024 Q2	$2.84K	Hold	50	–	–	﹤0.01%	392
2024 Q1	$3.06K	Hold	50	–	–	﹤0.01%	390
2023 Q4	$3.79K	Hold	50	–	–	﹤0.01%	351
2023 Q3	$2.93K	Hold	50	–	–	﹤0.01%	416
2023 Q2	$3.18K	Hold	50	–	–	﹤0.01%	422
2023 Q1	$3.33K	Hold	50	–	–	﹤0.01%	414
2022 Q4	$2.45K	Buy	+50	New	+$2.85K	﹤0.01%	425
2022 Q3	–	Sell	-6	Closed	-$1K	–	543
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	476
2022 Q1	$1K	Buy	+6	New	+$1.09K	﹤0.01%	513
2018 Q4	–	Sell	-2,655	Closed	-$229K	–	468
2018 Q3	$229K	Buy	+2,655	New	+$194K	0.22%	128

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

C.M. Bidwell & Associates's TWLO Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Twilio (TWLO) stake by 0.48% in Q1 2026, selling an estimated $1.35K and leaving 2,266 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #94.

C.M. Bidwell & Associates first reported a position in TWLO in Q3 2018 and has held it in 17 quarters since. The position peaked at $324K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

C.M. Bidwell & Associates held 2,266 shares of Twilio worth $285K as of Q1 2026.
C.M. Bidwell & Associates sold 11 Twilio shares in Q1 2026, an estimated $1.35K.
Twilio made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #94 holding.
C.M. Bidwell & Associates first reported a position in Twilio in Q3 2018 and has held it in 17 quarters since.
C.M. Bidwell & Associates's Twilio position peaked at $324K in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.