Capstone Investment Advisors’s Twilio TWLO Stock Holding History

Capstone Investment 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 Q1	$1.13M	Buy	+8,999	New	+$1.11M	﹤0.01%	820
2025 Q4	–	Sell	-13,092	Closed	-$1.31M	–	2061
2025 Q3	$1.31M	Buy	13,092 +6,507	+99%	+$733K	﹤0.01%	912
2025 Q2	$819K	Buy	+6,585	New	+$700K	﹤0.01%	925
2025 Q1	–	Sell	-3,046	Closed	-$329K	–	1866
2024 Q4	$329K	Sell	3,046 -11,017	-78%	-$1.01M	﹤0.01%	1457
2024 Q3	$917K	Buy	+14,063	New	+$841K	﹤0.01%	985
2024 Q2	–	Sell	-33,217	Closed	-$2.03M	–	2485
2024 Q1	$2.03M	Buy	+33,217	New	+$2.19M	0.01%	773
2023 Q4	–	Sell	-6,448	Closed	-$377K	–	2416
2023 Q3	$377K	Buy	+6,448	New	+$402K	﹤0.01%	1470
2022 Q3	–	Sell	-2,508	Closed	-$210K	–	1759
2022 Q2	$210K	Sell	2,508 -2,955	-54%	-$331K	﹤0.01%	1406
2022 Q1	$900K	Buy	5,463 +4,001	+274%	+$729K	﹤0.01%	1357
2021 Q4	$385K	Buy	+1,462	New	+$437K	﹤0.01%	1503

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

Capstone Investment Advisors's TWLO Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Twilio (TWLO) in Q1 2026: 8,999 shares worth $1.13M. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in TWLO as recently as Q3 2025.

Capstone Investment Advisors first reported a position in TWLO in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.03M in Q1 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Capstone Investment Advisors held 8,999 shares of Twilio worth $1.13M as of Q1 2026.
Twilio was a new Capstone Investment Advisors position in Q1 2026.
Twilio made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #820 holding.
Capstone Investment Advisors first reported a position in Twilio in Q4 2021 and has held it in 10 quarters since.
Capstone Investment Advisors's Twilio position peaked at $2.03M in Q1 2024.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.