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First Dallas Securities’s Twilio TWLO Stock Holding History

First Dallas Securities’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 		$1.3M Buy
6,300
+4,500
+250% +$798K 0.43% 56
2026
Q1 		$226K Buy
+1,800
New +$221K 0.08% 109
2023
Q4 		– Sell
-80,000
Closed -$4.68M – 180
2023
Q3 		$4.68M Buy
+80,000
New +$4.99M 1.07% 30

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

First Dallas Securities's TWLO Position: Q2 2026 in Review

First Dallas Securities increased its Twilio (TWLO) stake by 250% in Q2 2026, buying an estimated $798K and bringing the position to 6,300 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #56.

First Dallas Securities first reported a position in TWLO in Q3 2023 and has held it in 3 quarters since. The position peaked at $4.68M in Q3 2023. 967 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • First Dallas Securities held 6,300 shares of Twilio worth $1.3M as of Q2 2026.
  • First Dallas Securities bought 4,500 Twilio shares in Q2 2026, an estimated $798K.
  • Twilio made up 0.43% of First Dallas Securities's portfolio in Q2 2026, its #56 holding.
  • First Dallas Securities first reported a position in Twilio in Q3 2023 and has held it in 3 quarters since.
  • First Dallas Securities's Twilio position peaked at $4.68M in Q3 2023.
  • 967 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.