CFS
TWLO icon

Compass Financial Services’s Twilio TWLO Stock Holding History

Compass Financial Services’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 		– Sell
-160
Closed -$22.8K – 255
2025
Q4 		$22.8K Hold
160
– – 0.01% 148
2025
Q3 		$16K Hold
160
– – 0.01% 175
2025
Q2 		$19.9K Hold
160
– – 0.01% 153
2025
Q1 		$15.7K Hold
160
– – 0.01% 151
2024
Q4 		$17.3K Buy
+160
New +$14.6K 0.01% 111

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Compass Financial Services's TWLO Position: Q1 2026 in Review

Compass Financial Services sold out of Twilio (TWLO) in Q1 2026, closing a stake of 160 shares — an estimated $22.8K sold.

Compass Financial Services first reported a position in TWLO in Q4 2024 and held it in 5 quarters. The position peaked at $22.8K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Compass Financial Services reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 160 Twilio shares in Q1 2026, an estimated $22.8K.
  • Compass Financial Services first reported a position in Twilio in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Twilio position peaked at $22.8K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.