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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Coldstream Capital Management's TWLO Position: Q1 2026 in Review

Coldstream Capital Management increased its Twilio (TWLO) stake by 2.9% in Q1 2026, buying an estimated $16.9K and bringing the position to 4,927 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #638.

Coldstream Capital Management first reported a position in TWLO in Q4 2022 and has held it in 7 quarters since. The position peaked at $681K in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Coldstream Capital Management held 4,927 shares of Twilio worth $620K as of Q1 2026.
Coldstream Capital Management bought 137 Twilio shares in Q1 2026, an estimated $16.9K.
Twilio made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #638 holding.
Coldstream Capital Management first reported a position in Twilio in Q4 2022 and has held it in 7 quarters since.
Coldstream Capital Management's Twilio position peaked at $681K in Q4 2025.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.