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
2021 Q1	–	Sell	-322	Closed	-$109K	–	1074
2020 Q4	$109K	Buy	+322	New	+$101K	0.01%	421

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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.