First Dallas Securities
TWLO icon

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
Q3 		$1.89M Buy
6,460
+160
+3% +$36.5K 0.63% 39
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Dallas Securities's TWLO Position: Q3 2026 in Review

First Dallas Securities increased its Twilio (TWLO) stake by 2.5% in Q3 2026, buying an estimated $36.5K and bringing the position to 6,460 shares worth $1.89M. The position accounts for 0.63% of the portfolio, ranked #39.

First Dallas Securities first reported a position in TWLO in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.68M in Q3 2023. 895 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • First Dallas Securities held 6,460 shares of Twilio worth $1.89M as of Q3 2026.
  • First Dallas Securities bought 160 Twilio shares in Q3 2026, an estimated $36.5K.
  • Twilio made up 0.63% of First Dallas Securities's portfolio in Q3 2026, its #39 holding.
  • First Dallas Securities first reported a position in Twilio in Q3 2023 and has held it in 4 quarters since.
  • First Dallas Securities's Twilio position peaked at $4.68M in Q3 2023.
  • 895 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on First Dallas Securities's 13F filing for Q3 2026, filed 13 Nov 2026.