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 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 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

Choreo LLC's TWLO Position: Q1 2026 in Review

Choreo LLC increased its Twilio (TWLO) stake by 8% in Q1 2026, buying an estimated $182K and bringing the position to 20,007 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #340.

Choreo LLC first reported a position in TWLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Choreo LLC held 20,007 shares of Twilio worth $2.52M as of Q1 2026.
Choreo LLC bought 1,478 Twilio shares in Q1 2026, an estimated $182K.
Twilio made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #340 holding.
Choreo LLC first reported a position in Twilio in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Twilio position peaked at $2.67M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.