Capstone Investment Advisors
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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 		$1.06M Buy
+8,400
New +$1.03M ﹤0.01% 849
2025
Q1 		– Sell
-9,800
Closed -$1.06M – 1867
2024
Q4 		$1.06M Buy
+9,800
New +$896K ﹤0.01% 1052
2022
Q2 		– Sell
-19,500
Closed -$3.21M – 2120
2022
Q1 		$3.21M Buy
+19,500
New +$3.55M 0.01% 865

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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.