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Congress Wealth Management’s Twilio TWLO Stock Holding History

Congress Wealth 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
2025
Q2 		$359K Buy
2,882
+354
+14% +$37.6K ﹤0.01% 1013
2025
Q1 		$249K Sell
2,528
-921
-27% -$109K ﹤0.01% 980
2024
Q4 		$373K Buy
+3,449
New +$315K 0.01% 715

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's TWLO Position: Q2 2025 in Review

Congress Wealth Management increased its Twilio (TWLO) stake by 14% in Q2 2025, buying an estimated $37.6K and bringing the position to 2,882 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Congress Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $373K in Q4 2024. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Congress Wealth Management held 2,882 shares of Twilio worth $359K as of Q2 2025.
  • Congress Wealth Management bought 354 Twilio shares in Q2 2025, an estimated $37.6K.
  • Twilio made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1013 holding.
  • Congress Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Twilio position peaked at $373K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.