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Choreo LLC’s Twilio TWLO Stock Holding History

Choreo LLC’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 		$2.62M Sell
12,676
-7,331
-37% -$1.3M 0.03% 347
2026
Q1 		$2.52M Buy
20,007
+1,478
+8% +$182K 0.03% 340
2025
Q4 		$2.67M Buy
18,529
+732
+4% +$90.7K 0.03% 304
2025
Q3 		$1.78M Sell
17,797
-662
-4% -$74.5K 0.02% 403
2025
Q2 		$2.3M Buy
18,459
+1,228
+7% +$131K 0.03% 335
2025
Q1 		$1.69M Buy
17,231
+784
+5% +$92.9K 0.03% 372
2024
Q4 		$1.79M Buy
16,447
+2,190
+15% +$200K 0.03% 386
2024
Q3 		$909K Buy
14,257
+1,131
+9% +$67.7K 0.01% 609
2024
Q2 		$745K Buy
+13,126
New +$774K 0.01% 635

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 $3.37T AUM 44.26% 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

Choreo LLC's TWLO Position: Q2 2026 in Review

Choreo LLC reduced its Twilio (TWLO) stake by 37% in Q2 2026, selling an estimated $1.3M and leaving 12,676 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #347.

Choreo LLC first reported a position in TWLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Choreo LLC held 12,676 shares of Twilio worth $2.62M as of Q2 2026.
  • Choreo LLC sold 7,331 Twilio shares in Q2 2026, an estimated $1.3M.
  • Twilio made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #347 holding.
  • Choreo LLC first reported a position in Twilio in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Twilio position peaked at $2.67M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.