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Capital Advantage’s Twilio TWLO Stock Holding History

Capital Advantage’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 		– Sell
-46,472
Closed -$5.85M – 157
2026
Q1 		$5.85M Hold
46,472
– – 0.76% 28
2025
Q4 		$6.61M Hold
46,472
– – 0.89% 25
2025
Q3 		$4.65M Sell
46,472
-8
-0% -$901 0.7% 27
2025
Q2 		$5.78M Buy
+46,480
New +$4.94M 0.92% 23

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 $3.37T AUM 44.26% 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

Capital Advantage's TWLO Position: Q2 2026 in Review

Capital Advantage sold out of Twilio (TWLO) in Q2 2026, closing a stake of 46,472 shares — an estimated $5.85M sold.

Capital Advantage first reported a position in TWLO in Q2 2025 and held it in 4 quarters. The position peaked at $6.61M in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Capital Advantage reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Capital Advantage sold 46,472 Twilio shares in Q2 2026, an estimated $5.85M.
  • Capital Advantage first reported a position in Twilio in Q2 2025 and held it in 4 quarters.
  • Capital Advantage's Twilio position peaked at $6.61M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.