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
Q2 		$1.49M Sell
7,200
-1,200
-14% -$213K ﹤0.01% 825
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 $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.