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Freestone Capital Holdings’s Twilio TWLO Stock Holding History

Freestone Capital Holdings’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
2025
Q4 		– Sell
-4,338
Closed -$434K – 601
2025
Q3 		$434K Hold
4,338
– – 0.01% 373
2025
Q2 		$539K Sell
4,338
-70
-2% -$7.44K 0.02% 284
2025
Q1 		$432K Buy
4,408
+490
+13% +$58.1K 0.02% 302
2024
Q4 		$423K Buy
3,918
+124
+3% +$11.3K 0.01% 307
2024
Q3 		$247K Buy
+3,794
New +$227K 0.01% 381
2023
Q3 		– Sell
-3,557
Closed -$226K – 413
2023
Q2 		$226K Sell
3,557
-1,286
-27% -$75.9K 0.01% 340
2023
Q1 		$323K Buy
+4,843
New +$299K 0.01% 288
2022
Q4 		– Sell
-3,088
Closed -$214K – 399
2022
Q3 		$214K Buy
3,088
+678
+28% +$54.2K 0.01% 334
2022
Q2 		$202K Buy
2,410
+1,137
+89% +$127K 0.01% 389
2022
Q1 		$210K Buy
1,273
+74
+6% +$13.5K 0.01% 536
2021
Q4 		$316K Buy
1,199
+562
+88% +$168K 0.01% 393
2021
Q3 		$203K Buy
+637
New +$232K 0.01% 397
2020
Q4 		– Sell
-177
Closed -$55.3K – 1324
2020
Q3 		$43.7K Buy
+177
New +$43.6K ﹤0.01% 510

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Capital Holdings's TWLO Position: Q4 2025 in Review

Freestone Capital Holdings sold out of Twilio (TWLO) in Q4 2025, closing a stake of 4,338 shares — an estimated $434K sold.

Freestone Capital Holdings first reported a position in TWLO in Q3 2020 and held it in 13 quarters. The position peaked at $539K in Q2 2025. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Freestone Capital Holdings reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 4,338 Twilio shares in Q4 2025, an estimated $434K.
  • Freestone Capital Holdings first reported a position in Twilio in Q3 2020 and held it in 13 quarters.
  • Freestone Capital Holdings's Twilio position peaked at $539K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.