Frank Rimerman Advisors’s Twilio TWLO Stock Holding History

Frank Rimerman Advisors’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	$470K	Buy	+2,277	New	+$404K	0.03%	424
2025 Q3	–	Sell	-5,976	Closed	-$743K	–	624
2025 Q2	$743K	Buy	5,976 +27	+0.5%	+$2.87K	0.05%	268
2025 Q1	$582K	Hold	5,949	–	–	0.05%	285
2024 Q4	$643K	Hold	5,949	–	–	0.05%	260
2024 Q3	$388K	Sell	5,949 -16	-0.3%	-$957	0.03%	375
2024 Q2	$339K	Buy	5,965 +1,136	+24%	+$67K	0.02%	425
2024 Q1	$295K	Hold	4,829	–	–	0.06%	85
2023 Q4	$366K	Hold	4,829	–	–	0.08%	76
2023 Q3	$283K	Hold	4,829	–	–	0.07%	78
2023 Q2	$307K	Hold	4,829	–	–	0.07%	79
2023 Q1	$322K	Hold	4,829	–	–	0.09%	78
2022 Q4	$236K	Buy	4,829 +1,308	+37%	+$74.4K	0.07%	85
2022 Q3	$243K	Buy	+3,521	New	+$281K	0.09%	78
2021 Q3	–	Sell	-531	Closed	-$209K	–	112
2021 Q2	$209K	Buy	+531	New	+$184K	0.08%	81

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Frank Rimerman Advisors's TWLO Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Twilio (TWLO) in Q2 2026: 2,277 shares worth $470K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in TWLO as recently as Q2 2025.

Frank Rimerman Advisors first reported a position in TWLO in Q2 2021 and has held it in 14 quarters since. The position peaked at $743K in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Frank Rimerman Advisors held 2,277 shares of Twilio worth $470K as of Q2 2026.
Twilio was a new Frank Rimerman Advisors position in Q2 2026.
Twilio made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #424 holding.
Frank Rimerman Advisors first reported a position in Twilio in Q2 2021 and has held it in 14 quarters since.
Frank Rimerman Advisors's Twilio position peaked at $743K in Q2 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.