Diversified Trust’s Twilio TWLO Stock Holding History

Diversified Trust’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 Q3	$378K	Buy	+1,291	New	+$294K	0.01%	776
2025 Q3	–	Sell	-8,930	Closed	-$1.11M	–	1063
2025 Q2	$1.11M	Buy	8,930 +171	+2%	+$18.2K	0.02%	354
2025 Q1	$858K	Sell	8,759 -8,329	-49%	-$987K	0.02%	413
2024 Q4	$1.85M	Sell	17,088 -2,663	-13%	-$243K	0.05%	240
2024 Q3	$1.29M	Buy	+19,751	New	+$1.18M	0.03%	312
2024 Q1	–	Sell	-2,836	Closed	-$215K	–	930
2023 Q4	$215K	Buy	+2,836	New	+$177K	0.01%	766
2022 Q1	–	Sell	-845	Closed	-$223K	–	891
2021 Q4	$223K	Sell	845 -2	-0.2%	-$598	0.01%	737
2021 Q3	$270K	Buy	+847	New	+$308K	0.01%	631
2021 Q1	–	Sell	-1,193	Closed	-$404K	–	854
2020 Q4	$404K	Buy	1,193 +3	+0.3%	+$937	0.02%	422
2020 Q3	$294K	Buy	+1,190	New	+$293K	0.01%	453

Other funds holding TWLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversified Trust's TWLO Position: Q3 2026 in Review

Diversified Trust opened a new position in Twilio (TWLO) in Q3 2026: 1,291 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Diversified Trust previously reported a position in TWLO as recently as Q2 2025.

Diversified Trust first reported a position in TWLO in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.85M in Q4 2024. 714 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

Diversified Trust held 1,291 shares of Twilio worth $378K as of Q3 2026.
Twilio was a new Diversified Trust position in Q3 2026.
Twilio made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #776 holding.
Diversified Trust first reported a position in Twilio in Q3 2020 and has held it in 10 quarters since.
Diversified Trust's Twilio position peaked at $1.85M in Q4 2024.
714 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.