CIA
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Cape Investment Advisory’s Twilio TWLO Stock Holding History

Cape Investment Advisory’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
2025
Q4 		– Sell
-10
Closed -$1K – 1340
2025
Q3 		$1K Hold
10
– – ﹤0.01% 740
2025
Q2 		$1.24K Hold
10
– – ﹤0.01% 1010
2025
Q1 		$979 Sell
10
-5
-33% -$593 ﹤0.01% 972
2024
Q4 		$1.62K Buy
15
+5
+50% +$457 ﹤0.01% 904
2024
Q3 		$652 Hold
10
– – ﹤0.01% 897
2024
Q2 		$568 Hold
10
– – ﹤0.01% 863
2024
Q1 		$612 Sell
10
-27
-73% -$1.78K ﹤0.01% 876
2023
Q4 		$2.81K Buy
37
+27
+270% +$1.68K ﹤0.01% 882
2023
Q3 		$585 Hold
10
– – ﹤0.01% 867
2023
Q2 		$636 Hold
10
– – ﹤0.01% 847
2023
Q1 		$666 Buy
+10
New +$617 ﹤0.01% 898

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return