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Greenleaf Trust’s Twilio TWLO Stock Holding History

Greenleaf Trust’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 		$262K Buy
2,085
+281
+16% +$34.6K ﹤0.01% 695
2025
Q4 		$257K Buy
+1,804
New +$223K ﹤0.01% 705
2021
Q4 		– Sell
-759
Closed -$242K – 779
2021
Q3 		$242K Buy
759
+226
+42% +$82.3K ﹤0.01% 648
2021
Q2 		$210K Buy
+533
New +$185K ﹤0.01% 693
2021
Q1 		– Sell
-896
Closed -$303K – 718
2020
Q4 		$303K Buy
+896
New +$280K ﹤0.01% 450

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

Greenleaf Trust's TWLO Position: Q1 2026 in Review

Greenleaf Trust increased its Twilio (TWLO) stake by 16% in Q1 2026, buying an estimated $34.6K and bringing the position to 2,085 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Greenleaf Trust first reported a position in TWLO in Q4 2020 and has held it in 5 quarters since. The position peaked at $303K in Q4 2020. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Greenleaf Trust held 2,085 shares of Twilio worth $262K as of Q1 2026.
  • Greenleaf Trust bought 281 Twilio shares in Q1 2026, an estimated $34.6K.
  • Twilio made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #695 holding.
  • Greenleaf Trust first reported a position in Twilio in Q4 2020 and has held it in 5 quarters since.
  • Greenleaf Trust's Twilio position peaked at $303K in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.