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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Creative Planning's TWLO Position: Q2 2026 in Review

Creative Planning increased its Twilio (TWLO) stake by 8.2% in Q2 2026, buying an estimated $820K and bringing the position to 60,734 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #730.

Creative Planning first reported a position in TWLO in Q2 2016 and has held it in 41 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Creative Planning held 60,734 shares of Twilio worth $12.5M as of Q2 2026.
  • Creative Planning bought 4,628 Twilio shares in Q2 2026, an estimated $820K.
  • Twilio made up 0.01% of Creative Planning's portfolio in Q2 2026, its #730 holding.
  • Creative Planning first reported a position in Twilio in Q2 2016 and has held it in 41 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.