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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
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 $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

First Dallas Securities's TWLO Position: Q1 2026 in Review

First Dallas Securities opened a new position in Twilio (TWLO) in Q1 2026: 1,800 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: First Dallas Securities previously reported a position in TWLO as recently as Q3 2023.

First Dallas Securities first reported a position in TWLO in Q3 2023 and has held it in 2 quarters since. The position peaked at $4.68M in Q3 2023. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • First Dallas Securities held 1,800 shares of Twilio worth $226K as of Q1 2026.
  • Twilio was a new First Dallas Securities position in Q1 2026.
  • Twilio made up 0.08% of First Dallas Securities's portfolio in Q1 2026, its #109 holding.
  • First Dallas Securities first reported a position in Twilio in Q3 2023 and has held it in 2 quarters since.
  • First Dallas Securities's Twilio position peaked at $4.68M in Q3 2023.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.