Capstone Investment Advisors
TWLO icon

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
Q2 		$221K Sell
1,071
-7,928
-88% -$1.41M ﹤0.01% 1576
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
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

Capstone Investment Advisors's TWLO Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Twilio (TWLO) stake by 88% in Q2 2026, selling an estimated $1.41M and leaving 1,071 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Capstone Investment Advisors first reported a position in TWLO in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.03M in Q1 2024. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Capstone Investment Advisors held 1,071 shares of Twilio worth $221K as of Q2 2026.
  • Capstone Investment Advisors sold 7,928 Twilio shares in Q2 2026, an estimated $1.41M.
  • Twilio made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1576 holding.
  • Capstone Investment Advisors first reported a position in Twilio in Q4 2021 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Twilio position peaked at $2.03M in Q1 2024.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.