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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
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 $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

Dana Investment Advisors's TWLO Position: Q1 2026 in Review

Dana Investment Advisors reduced its Twilio (TWLO) stake by 20% in Q1 2026, selling an estimated $158K and leaving 5,010 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #450.

Dana Investment Advisors first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Dana Investment Advisors held 5,010 shares of Twilio worth $630K as of Q1 2026.
  • Dana Investment Advisors sold 1,281 Twilio shares in Q1 2026, an estimated $158K.
  • Twilio made up 0.02% of Dana Investment Advisors's portfolio in Q1 2026, its #450 holding.
  • Dana Investment Advisors first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
  • Dana Investment Advisors's Twilio position peaked at $1.03M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.