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Coldstream Capital Management’s Twilio TWLO Stock Holding History

Coldstream Capital Management’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 		$952K Sell
4,613
-314
-6% -$55.7K 0.01% 502
2026
Q1 		$620K Buy
4,927
+137
+3% +$16.9K 0.01% 638
2025
Q4 		$681K Buy
4,790
+467
+11% +$57.8K 0.01% 586
2025
Q3 		$433K Buy
4,323
+602
+16% +$67.8K 0.01% 801
2025
Q2 		$463K Buy
3,721
+1,805
+94% +$192K 0.01% 690
2025
Q1 		$188K Sell
1,916
-125
-6% -$14.8K ﹤0.01% 1033
2024
Q4 		$221K Buy
+2,041
New +$187K ﹤0.01% 969
2023
Q1 		– Sell
-5,316
Closed -$260K – 863
2022
Q4 		$260K Buy
+5,316
New +$303K 0.01% 664

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

Coldstream Capital Management's TWLO Position: Q2 2026 in Review

Coldstream Capital Management reduced its Twilio (TWLO) stake by 6.4% in Q2 2026, selling an estimated $55.7K and leaving 4,613 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #502.

Coldstream Capital Management first reported a position in TWLO in Q4 2022 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Coldstream Capital Management held 4,613 shares of Twilio worth $952K as of Q2 2026.
  • Coldstream Capital Management sold 314 Twilio shares in Q2 2026, an estimated $55.7K.
  • Twilio made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #502 holding.
  • Coldstream Capital Management first reported a position in Twilio in Q4 2022 and has held it in 8 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.