EI
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Ellevest Inc’s Twilio TWLO Stock Holding History

Ellevest Inc’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 		$753K Buy
3,683
+1,772
+93% +$314K 0.09% 166
2026
Q1 		$240K Buy
1,911
+126
+7% +$15.5K 0.03% 370
2025
Q4 		$254K Buy
+1,785
New +$221K 0.04% 359
2025
Q3 		– Sell
-3,153
Closed -$392K – 470
2025
Q2 		$392K Buy
3,153
+858
+37% +$91.2K 0.06% 248
2025
Q1 		$225K Buy
+2,295
New +$272K 0.02% 353
2023
Q2 		– Sell
-2,327
Closed -$155K – 1533
2023
Q1 		$155K Buy
2,327
+502
+28% +$31K 0.01% 364
2022
Q4 		$89.4K Buy
1,825
+19
+1% +$1.08K 0.01% 470
2022
Q3 		$125K Buy
1,806
+323
+22% +$25.8K 0.01% 373
2022
Q2 		$124K Sell
1,483
-125
-8% -$14K 0.01% 371
2022
Q1 		$265K Buy
1,608
+532
+49% +$96.9K 0.02% 269
2021
Q4 		$283K Sell
1,076
-235
-18% -$70.3K 0.03% 226
2021
Q3 		$418K Sell
1,311
-62
-5% -$22.6K 0.04% 113
2021
Q2 		$541K Buy
1,373
+357
+35% +$124K 0.05% 82
2021
Q1 		$346K Buy
1,016
+105
+12% +$39.3K 0.04% 109
2020
Q4 		$308K Buy
911
+230
+34% +$71.9K 0.05% 100
2020
Q3 		$168K Buy
681
+558
+454% +$138K 0.03% 150
2020
Q2 		$27K Sell
123
-21
-15% -$3.37K 0.01% 448
2020
Q1 		$13K Buy
144
+136
+1,700% +$14.9K ﹤0.01% 512
2019
Q4 		$1K Buy
+8
New +$817 ﹤0.01% 879

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

Ellevest Inc's TWLO Position: Q2 2026 in Review

Ellevest Inc increased its Twilio (TWLO) stake by 93% in Q2 2026, buying an estimated $314K and bringing the position to 3,683 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #166.

Ellevest Inc first reported a position in TWLO in Q4 2019 and has held it in 19 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Ellevest Inc held 3,683 shares of Twilio worth $753K as of Q2 2026.
  • Ellevest Inc bought 1,772 Twilio shares in Q2 2026, an estimated $314K.
  • Twilio made up 0.09% of Ellevest Inc's portfolio in Q2 2026, its #166 holding.
  • Ellevest Inc first reported a position in Twilio in Q4 2019 and has held it in 19 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.