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John G. Ullman & Associates’s Twilio TWLO Stock Holding History

John G. Ullman & Associates’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
Q2 		$6.97M Sell
33,766
-600
-2% -$106K 0.85% 37
2026
Q1 		$4.32M Buy
34,366
+15,150
+79% +$1.86M 0.57% 57
2025
Q4 		$2.73M Sell
19,216
-525
-3% -$65K 0.36% 75
2025
Q3 		$1.98M Buy
+19,741
New +$2.22M 0.27% 85

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

John G. Ullman & Associates's TWLO Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Twilio (TWLO) stake by 1.7% in Q2 2026, selling an estimated $106K and leaving 33,766 shares worth $6.97M. The position accounts for 0.85% of the portfolio, ranked #37.

John G. Ullman & Associates first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • John G. Ullman & Associates held 33,766 shares of Twilio worth $6.97M as of Q2 2026.
  • John G. Ullman & Associates sold 600 Twilio shares in Q2 2026, an estimated $106K.
  • Twilio made up 0.85% of John G. Ullman & Associates's portfolio in Q2 2026, its #37 holding.
  • John G. Ullman & Associates first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.