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Gladstone Institutional Advisory’s Twilio TWLO Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-3,977
Closed -$495K – 823
2025
Q2 		$495K Buy
+3,977
New +$423K 0.02% 497
2024
Q2 		– Sell
-6,035
Closed -$369K – 694
2024
Q1 		$369K Buy
+6,035
New +$397K 0.02% 489
2022
Q2 		– Sell
-1,641
Closed -$270K – 732
2022
Q1 		$270K Buy
1,641
+178
+12% +$32.4K 0.02% 583
2021
Q4 		$385K Sell
1,463
-307
-17% -$91.8K 0.03% 431
2021
Q3 		$565K Buy
1,770
+727
+70% +$265K 0.06% 299
2021
Q2 		$411K Buy
1,043
+86
+9% +$29.9K 0.05% 328
2021
Q1 		$326K Sell
957
-5
-0.5% -$1.87K 0.05% 305
2020
Q4 		$326K Buy
+962
New +$301K 0.06% 216
2019
Q4 		– Sell
-2,502
Closed -$275K – 292
2019
Q3 		$275K Buy
2,502
+432
+21% +$56K 0.07% 220
2019
Q2 		$282K Buy
+2,070
New +$276K 0.09% 213

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gladstone Institutional Advisory's TWLO Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Twilio (TWLO) in Q3 2025, closing a stake of 3,977 shares — an estimated $495K sold.

Gladstone Institutional Advisory first reported a position in TWLO in Q2 2019 and held it in 10 quarters. The position peaked at $565K in Q3 2021. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,977 Twilio shares in Q3 2025, an estimated $495K.
  • Gladstone Institutional Advisory first reported a position in Twilio in Q2 2019 and held it in 10 quarters.
  • Gladstone Institutional Advisory's Twilio position peaked at $565K in Q3 2021.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.