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Concurrent Investment Advisors’s Twilio TWLO Stock Holding History

Concurrent Investment Advisors’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 		$3.42M Buy
16,595
+14,272
+614% +$2.53M 0.03% 544
2026
Q1 		$292K Sell
2,323
-124
-5% -$15.3K ﹤0.01% 1526
2025
Q4 		$348K Buy
+2,447
New +$303K ﹤0.01% 1310
2025
Q3 		– Sell
-1,804
Closed -$224K – 1606
2025
Q2 		$224K Sell
1,804
-4,074
-69% -$433K ﹤0.01% 1213
2025
Q1 		$575K Buy
5,878
+3,993
+212% +$473K 0.01% 706
2024
Q4 		$204K Buy
1,885
+743
+65% +$67.9K 0.01% 988
2024
Q3 		$74.5K Buy
+1,142
New +$68.3K ﹤0.01% 1011

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

Concurrent Investment Advisors's TWLO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Twilio (TWLO) stake by 614% in Q2 2026, buying an estimated $2.53M and bringing the position to 16,595 shares worth $3.42M. The position accounts for 0.03% of the portfolio, ranked #544.

Concurrent Investment Advisors first reported a position in TWLO in Q3 2024 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Concurrent Investment Advisors held 16,595 shares of Twilio worth $3.42M as of Q2 2026.
  • Concurrent Investment Advisors bought 14,272 Twilio shares in Q2 2026, an estimated $2.53M.
  • Twilio made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #544 holding.
  • Concurrent Investment Advisors first reported a position in Twilio in Q3 2024 and has held it in 7 quarters since.
  • 964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.