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Cooper Financial Group’s Twilio TWLO Stock Holding History

Cooper Financial Group’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 		– Sell
-2,079
Closed -$204K – 411
2025
Q1 		$204K Sell
2,079
-143
-6% -$16.9K 0.03% 366
2024
Q4 		$240K Buy
+2,222
New +$203K 0.03% 350
2023
Q4 		– Sell
-3,566
Closed -$209K – 356
2023
Q3 		$209K Sell
3,566
-335
-9% -$20.9K 0.05% 308
2023
Q2 		$248K Sell
3,901
-422
-10% -$24.9K 0.06% 275
2023
Q1 		$288K Sell
4,323
-421
-9% -$26K 0.08% 250
2022
Q4 		$232K Sell
4,744
-538
-10% -$30.6K 0.07% 258
2022
Q3 		$365K Sell
5,282
-3,278
-38% -$262K 0.13% 158
2022
Q2 		$717K Buy
8,560
+299
+4% +$33.4K 0.26% 98
2022
Q1 		$1.36M Buy
8,261
+709
+9% +$129K 0.52% 46
2021
Q4 		$1.99M Buy
7,552
+1,776
+31% +$531K 0.75% 28
2021
Q3 		$1.84M Buy
5,776
+40
+0.7% +$14.6K 0.38% 43
2021
Q2 		$2.26M Buy
5,736
+76
+1% +$26.4K 0.46% 34
2021
Q1 		$1.93M Sell
5,660
-154
-3% -$57.7K 0.44% 39
2020
Q4 		$1.97M Sell
5,814
-339
-6% -$106K 0.4% 43
2020
Q3 		$1.52M Sell
6,153
-946
-13% -$233K 0.44% 40
2020
Q2 		$1.56M Sell
7,099
-297
-4% -$47.7K 0.5% 35
2020
Q1 		$662K Buy
7,396
+2,900
+65% +$318K 0.28% 57
2019
Q4 		$442K Sell
4,496
-188
-4% -$19.2K 0.18% 83
2019
Q3 		$515K Buy
4,684
+100
+2% +$13K 0.23% 64
2019
Q2 		$625K Buy
4,584
+974
+27% +$130K 0.3% 50
2019
Q1 		$466K Buy
3,610
+860
+31% +$96.9K 0.26% 59
2018
Q4 		$246K Buy
+2,750
New +$223K 0.17% 84

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

Cooper Financial Group's TWLO Position: Q2 2025 in Review

Cooper Financial Group sold out of Twilio (TWLO) in Q2 2025, closing a stake of 2,079 shares — an estimated $204K sold.

Cooper Financial Group first reported a position in TWLO in Q4 2018 and held it in 22 quarters. The position peaked at $2.26M in Q2 2021. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Cooper Financial Group reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
  • Cooper Financial Group sold 2,079 Twilio shares in Q2 2025, an estimated $204K.
  • Cooper Financial Group first reported a position in Twilio in Q4 2018 and held it in 22 quarters.
  • Cooper Financial Group's Twilio position peaked at $2.26M in Q2 2021.
  • 824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.