IAA
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Independent Advisor Alliance’s Twilio TWLO Stock Holding History

Independent Advisor Alliance’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 		$951K Buy
7,562
+1,850
+32% +$228K 0.01% 855
2025
Q4 		$813K Buy
5,712
+600
+12% +$74.3K 0.02% 524
2025
Q3 		$512K Buy
5,112
+1,191
+30% +$134K 0.01% 616
2025
Q2 		$488K Buy
3,921
+1,091
+39% +$116K 0.01% 595
2025
Q1 		$277K Sell
2,830
-244
-8% -$28.9K 0.01% 671
2024
Q4 		$332K Sell
3,074
-29
-0.9% -$2.65K ﹤0.01% 1094
2024
Q3 		$202K Sell
3,103
-1,117
-26% -$66.8K 0.01% 661
2024
Q2 		$240K Sell
4,220
-18,040
-81% -$1.06M 0.01% 628
2024
Q1 		$1.36M Buy
22,260
+18,426
+481% +$1.21M 0.05% 273
2023
Q4 		$291K Sell
3,834
-185
-5% -$11.5K 0.01% 553
2023
Q3 		$235K Buy
4,019
+64
+2% +$3.99K 0.01% 575
2023
Q2 		$252K Sell
3,955
-91
-2% -$5.37K 0.01% 569
2023
Q1 		$270K Buy
+4,046
New +$250K 0.01% 536
2022
Q4 		– Sell
-3,756
Closed -$260K – 623
2022
Q3 		$260K Buy
3,756
+192
+5% +$15.3K 0.02% 521
2022
Q2 		$299K Buy
3,564
+544
+18% +$60.9K 0.02% 484
2022
Q1 		$498K Buy
3,020
+858
+40% +$156K 0.02% 395
2021
Q4 		$569K Sell
2,162
-3,926
-64% -$1.17M 0.03% 366
2021
Q3 		$1.94M Buy
6,088
+132
+2% +$48.1K 0.11% 161
2021
Q2 		$2.35M Buy
5,956
+3,885
+188% +$1.35M 0.13% 152
2021
Q1 		$706K Buy
2,071
+56
+3% +$21K 0.04% 306
2020
Q4 		$682K Buy
2,015
+69
+4% +$21.6K 0.05% 287
2020
Q3 		$481K Sell
1,946
-394
-17% -$97.1K 0.04% 305
2020
Q2 		$513K Buy
+2,340
New +$376K 0.05% 267

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

Independent Advisor Alliance's TWLO Position: Q1 2026 in Review

Independent Advisor Alliance increased its Twilio (TWLO) stake by 32% in Q1 2026, buying an estimated $228K and bringing the position to 7,562 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #855.

Independent Advisor Alliance first reported a position in TWLO in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Independent Advisor Alliance held 7,562 shares of Twilio worth $951K as of Q1 2026.
  • Independent Advisor Alliance bought 1,850 Twilio shares in Q1 2026, an estimated $228K.
  • Twilio made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #855 holding.
  • Independent Advisor Alliance first reported a position in Twilio in Q2 2020 and has held it in 23 quarters since.
  • Independent Advisor Alliance's Twilio position peaked at $2.35M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.