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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
Q1 		– Sell
-400
Closed -$56.9K – 2054
2025
Q4 		$56.9K Buy
+400
New +$49.5K ﹤0.01% 1738
2024
Q4 		– Sell
-2,500
Closed -$163K – 1211
2024
Q3 		$163K Buy
+2,500
New +$150K ﹤0.01% 969

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

Concurrent Investment Advisors's TWLO Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Twilio (TWLO) stake by 5.1% in Q1 2026, selling an estimated $15.3K and leaving 2,323 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Concurrent Investment Advisors first reported a position in TWLO in Q3 2024 and has held it in 6 quarters since. The position peaked at $575K in Q1 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Concurrent Investment Advisors held 2,323 shares of Twilio worth $292K as of Q1 2026.
  • Concurrent Investment Advisors sold 124 Twilio shares in Q1 2026, an estimated $15.3K.
  • Twilio made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1526 holding.
  • Concurrent Investment Advisors first reported a position in Twilio in Q3 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Twilio position peaked at $575K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.