Creative Planning
TWLO icon

Creative Planning’s Twilio TWLO Stock Holding History

Creative Planning’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 		$7.06M Buy
56,106
+7,174
+15% +$882K ﹤0.01% 939
2025
Q4 		$6.96M Buy
48,932
+2,050
+4% +$254K 0.01% 790
2025
Q3 		$4.69M Sell
46,882
-1,649
-3% -$186K ﹤0.01% 926
2025
Q2 		$6.04M Sell
48,531
-107
-0.2% -$11.4K 0.01% 699
2025
Q1 		$4.76M Buy
48,638
+13,717
+39% +$1.63M ﹤0.01% 729
2024
Q4 		$3.77M Buy
34,921
+2,470
+8% +$226K ﹤0.01% 780
2024
Q3 		$2.12M Buy
32,451
+4,322
+15% +$259K ﹤0.01% 1029
2024
Q2 		$1.6M Sell
28,129
-1,870
-6% -$110K ﹤0.01% 1107
2024
Q1 		$1.83M Buy
29,999
+301
+1% +$19.8K ﹤0.01% 998
2023
Q4 		$2.25M Sell
29,698
-9,812
-25% -$612K ﹤0.01% 878
2023
Q3 		$2.31M Buy
39,510
+4,408
+13% +$275K ﹤0.01% 799
2023
Q2 		$2.23M Buy
35,102
+656
+2% +$38.7K ﹤0.01% 766
2023
Q1 		$2.3M Buy
34,446
+2,792
+9% +$172K ﹤0.01% 734
2022
Q4 		$1.55M Sell
31,654
-4,074
-11% -$232K ﹤0.01% 839
2022
Q3 		$2.47M Buy
35,728
+1,111
+3% +$88.8K ﹤0.01% 626
2022
Q2 		$2.9M Buy
34,617
+3,271
+10% +$366K ﹤0.01% 593
2022
Q1 		$5.17M Sell
31,346
-2,738
-8% -$499K 0.01% 444
2021
Q4 		$8.98M Buy
34,084
+6,569
+24% +$1.96M 0.01% 303
2021
Q3 		$8.78M Sell
27,515
-2,334
-8% -$850K 0.02% 288
2021
Q2 		$11.8M Buy
29,849
+2,013
+7% +$699K 0.02% 239
2021
Q1 		$9.48M Buy
27,836
+9,067
+48% +$3.4M 0.02% 283
2020
Q4 		$6.35M Buy
18,769
+7,175
+62% +$2.24M 0.01% 331
2020
Q3 		$2.87M Buy
11,594
+6,260
+117% +$1.54M 0.01% 449
2020
Q2 		$1.17M Sell
5,334
-6,076
-53% -$976K ﹤0.01% 686
2020
Q1 		$1.02M Sell
11,410
-163
-1% -$17.9K ﹤0.01% 638
2019
Q4 		$1.14M Buy
11,573
+1,289
+13% +$132K ﹤0.01% 728
2019
Q3 		$1.13M Sell
10,284
-296
-3% -$38.4K ﹤0.01% 700
2019
Q2 		$1.44M Buy
10,580
+1,173
+12% +$156K ﹤0.01% 605
2019
Q1 		$1.22M Buy
9,407
+1,370
+17% +$154K ﹤0.01% 651
2018
Q4 		$718K Sell
8,037
-4,256
-35% -$346K ﹤0.01% 800
2018
Q3 		$1.06M Buy
12,293
+3,477
+39% +$254K ﹤0.01% 739
2018
Q2 		$494K Sell
8,816
-5,571
-39% -$276K ﹤0.01% 1078
2018
Q1 		$549K Buy
14,387
+4,025
+39% +$127K ﹤0.01% 1034
2017
Q4 		$245K Sell
10,362
-1,321
-11% -$37.1K ﹤0.01% 1474
2017
Q3 		$349K Sell
11,683
-12,236
-51% -$367K ﹤0.01% 1241
2017
Q2 		$696K Sell
23,919
-656
-3% -$17.9K ﹤0.01% 852
2017
Q1 		$709K Buy
24,575
+19,017
+342% +$575K ﹤0.01% 811
2016
Q4 		$160K Buy
5,558
+1,369
+33% +$51.3K ﹤0.01% 1539
2016
Q3 		$270K Sell
4,189
-2,135
-34% -$107K ﹤0.01% 1231
2016
Q2 		$231K Buy
+6,324
New +$196K ﹤0.01% 1185

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

Creative Planning's TWLO Position: Q1 2026 in Review

Creative Planning increased its Twilio (TWLO) stake by 15% in Q1 2026, buying an estimated $882K and bringing the position to 56,106 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Creative Planning first reported a position in TWLO in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.8M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Creative Planning held 56,106 shares of Twilio worth $7.06M as of Q1 2026.
  • Creative Planning bought 7,174 Twilio shares in Q1 2026, an estimated $882K.
  • Twilio made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #939 holding.
  • Creative Planning first reported a position in Twilio in Q2 2016 and has held it in 40 quarters since.
  • Creative Planning's Twilio position peaked at $11.8M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.