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Dana Investment Advisors’s Twilio TWLO Stock Holding History

Dana Investment Advisors’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
Q2 		$624K Sell
3,026
-1,984
-40% -$352K 0.02% 460
2026
Q1 		$630K Sell
5,010
-1,281
-20% -$158K 0.02% 450
2025
Q4 		$895K Sell
6,291
-314
-5% -$38.9K 0.03% 403
2025
Q3 		$661K Sell
6,605
-1,653
-20% -$186K 0.02% 441
2025
Q2 		$1.03M Buy
+8,258
New +$878K 0.03% 383

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

Dana Investment Advisors's TWLO Position: Q2 2026 in Review

Dana Investment Advisors reduced its Twilio (TWLO) stake by 40% in Q2 2026, selling an estimated $352K and leaving 3,026 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #460.

Dana Investment Advisors first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Dana Investment Advisors held 3,026 shares of Twilio worth $624K as of Q2 2026.
  • Dana Investment Advisors sold 1,984 Twilio shares in Q2 2026, an estimated $352K.
  • Twilio made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #460 holding.
  • Dana Investment Advisors first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
  • Dana Investment Advisors's Twilio position peaked at $1.03M in Q2 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.