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
2023 Q2	–	Sell	-10,100	Closed	-$18.1K	–	2830
2023 Q1	$18.1K	Buy	10,100 +10,000	+10,000%	+$617K	﹤0.01%	2415
2022 Q4	$955	Hold	100	–	–	﹤0.01%	2446
2022 Q3	$3K	Buy	+100	New	+$7.99K	﹤0.01%	2277
2021 Q2	–	Sell	-1,000	Closed	-$167K	–	2566
2021 Q1	$167K	Buy	1,000 +200	+25%	+$74.9K	﹤0.01%	2141
2020 Q4	$159K	Hold	800	–	–	﹤0.01%	1956
2020 Q3	$79K	Hold	800	–	–	﹤0.01%	1858
2020 Q2	$61K	Sell	800 -300	-27%	-$48.2K	﹤0.01%	1739
2020 Q1	$2K	Buy	1,100 +500	+83%	+$54.9K	﹤0.01%	1830
2019 Q4	$1K	Sell	600 -700	-54%	-$71.5K	﹤0.01%	1986
2019 Q3	$8K	Buy	1,300 +400	+44%	+$51.9K	﹤0.01%	1914
2019 Q2	$22K	Buy	900 +700	+350%	+$93.2K	﹤0.01%	1883
2019 Q1	$3K	Buy	+200	New	+$22.5K	﹤0.01%	1932
2018 Q4	–	Sell	-500	Closed	-$28K	–	2108
2018 Q3	$28K	Hold	500	–	–	﹤0.01%	1926
2018 Q2	$13K	Buy	+500	New	+$24.8K	﹤0.01%	1938
2016 Q4	–	Sell	-1,000	Closed	-$6K	–	4842
2016 Q3	$6K	Buy	+1,000	New	+$49.9K	﹤0.01%	3829

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.