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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
2026
Q2 		$1.24K Buy
+6
New +$1.06K ﹤0.01% 1306
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cape Investment Advisory's TWLO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Twilio (TWLO) in Q2 2026: 6 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TWLO as recently as Q3 2025.

Cape Investment Advisory first reported a position in TWLO in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.81K in Q4 2023. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Cape Investment Advisory held 6 shares of Twilio worth $1.24K as of Q2 2026.
  • Twilio was a new Cape Investment Advisory position in Q2 2026.
  • Twilio made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1306 holding.
  • Cape Investment Advisory first reported a position in Twilio in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Twilio position peaked at $2.81K in Q4 2023.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.