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Capital Performance Advisors’s Twilio TWLO Stock Holding History

Capital Performance Advisors’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
-2,021
Closed -$254K – 476
2026
Q1 		$254K Buy
2,021
+182
+10% +$22.4K 0.02% 369
2025
Q4 		$262K Buy
+1,839
New +$228K 0.02% 350
2024
Q4 		– Sell
-1,010
Closed -$65.9K – 2511
2024
Q3 		$65.9K Buy
+1,010
New +$60.4K 0.02% 280

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 Performance Advisors's TWLO Position: Q2 2026 in Review

Capital Performance Advisors sold out of Twilio (TWLO) in Q2 2026, closing a stake of 2,021 shares — an estimated $254K sold.

Capital Performance Advisors first reported a position in TWLO in Q3 2024 and held it in 3 quarters. The position peaked at $262K in Q4 2025. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Capital Performance Advisors reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,021 Twilio shares in Q2 2026, an estimated $254K.
  • Capital Performance Advisors first reported a position in Twilio in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Twilio position peaked at $262K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.