Certuity’s Twilio TWLO Stock Holding History

Certuity’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	$847K	Buy	6,735 +3,354	+99%	+$413K	0.06%	192
2025 Q4	$481K	Buy	3,381 +215	+7%	+$26.6K	0.03%	284
2025 Q3	$317K	Sell	3,166 -19	-0.6%	-$2.14K	0.02%	373
2025 Q2	$396K	Sell	3,185 -71	-2%	-$7.55K	0.04%	247
2025 Q1	$319K	Buy	3,256 +896	+38%	+$106K	0.03%	253
2024 Q4	$255K	Buy	+2,360	New	+$216K	0.03%	287
2021 Q2	–	Sell	-1,078	Closed	-$367K	–	376
2021 Q1	$367K	Buy	1,078 +381	+55%	+$143K	0.1%	158
2020 Q4	$236K	Buy	+697	New	+$218K	0.08%	192

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

Certuity's TWLO Position: Q1 2026 in Review

Certuity increased its Twilio (TWLO) stake by 99% in Q1 2026, buying an estimated $413K and bringing the position to 6,735 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #192.

Certuity first reported a position in TWLO in Q4 2020 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Certuity held 6,735 shares of Twilio worth $847K as of Q1 2026.
Certuity bought 3,354 Twilio shares in Q1 2026, an estimated $413K.
Twilio made up 0.06% of Certuity's portfolio in Q1 2026, its #192 holding.
Certuity first reported a position in Twilio in Q4 2020 and has held it in 8 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.