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GLOBALT Investments’s Twilio TWLO Stock Holding History

GLOBALT Investments’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 		$558K Sell
4,437
-97
-2% -$11.9K 0.02% 175
2025
Q4 		$645K Sell
4,534
-375
-8% -$46.5K 0.02% 157
2025
Q3 		$491K Sell
4,909
-35
-0.7% -$3.94K 0.02% 170
2025
Q2 		$615K Buy
+4,944
New +$526K 0.02% 167

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

GLOBALT Investments's TWLO Position: Q1 2026 in Review

GLOBALT Investments reduced its Twilio (TWLO) stake by 2.1% in Q1 2026, selling an estimated $11.9K and leaving 4,437 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #175.

GLOBALT Investments first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $645K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • GLOBALT Investments held 4,437 shares of Twilio worth $558K as of Q1 2026.
  • GLOBALT Investments sold 97 Twilio shares in Q1 2026, an estimated $11.9K.
  • Twilio made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #175 holding.
  • GLOBALT Investments first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
  • GLOBALT Investments's Twilio position peaked at $645K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.