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Forum Financial Management’s Twilio TWLO Stock Holding History

Forum Financial Management’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 		– Sell
-6,068
Closed -$863K – 947
2025
Q4 		$863K Buy
6,068
+8
+0.1% +$991 0.01% 282
2025
Q3 		$607K Buy
6,060
+5
+0.1% +$563 0.01% 378
2025
Q2 		$753K Buy
6,055
+405
+7% +$43.1K 0.01% 279
2025
Q1 		$553K Buy
5,650
+1,099
+24% +$130K 0.01% 333
2024
Q4 		$492K Buy
+4,551
New +$416K 0.01% 383
2024
Q1 		– Sell
-2,880
Closed -$219K – 758
2023
Q4 		$219K Buy
+2,880
New +$180K ﹤0.01% 602
2022
Q2 		– Sell
-1,801
Closed -$296K – 653
2022
Q1 		$296K Buy
1,801
+585
+48% +$107K 0.01% 401
2021
Q4 		$320K Buy
+1,216
New +$364K 0.02% 386

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Forum Financial Management's TWLO Position: Q1 2026 in Review

Forum Financial Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 6,068 shares — an estimated $863K sold.

Forum Financial Management first reported a position in TWLO in Q4 2021 and held it in 8 quarters. The position peaked at $863K in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Forum Financial Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,068 Twilio shares in Q1 2026, an estimated $863K.
  • Forum Financial Management first reported a position in Twilio in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Twilio position peaked at $863K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.