KCM
TWLO icon

Kathmere Capital Management’s Twilio TWLO Stock Holding History

Kathmere Capital Management’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 		$869K Buy
4,214
+392
+10% +$69.5K 0.05% 267
2026
Q1 		$481K Sell
3,822
-935
-20% -$115K 0.03% 364
2025
Q4 		$677K Buy
4,757
+478
+11% +$59.2K 0.05% 258
2025
Q3 		$428K Buy
4,279
+951
+29% +$107K 0.03% 321
2025
Q2 		$414K Buy
+3,328
New +$354K 0.03% 318

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

Kathmere Capital Management's TWLO Position: Q2 2026 in Review

Kathmere Capital Management increased its Twilio (TWLO) stake by 10% in Q2 2026, buying an estimated $69.5K and bringing the position to 4,214 shares worth $869K. The position accounts for 0.05% of the portfolio, ranked #267.

Kathmere Capital Management first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kathmere Capital Management held 4,214 shares of Twilio worth $869K as of Q2 2026.
  • Kathmere Capital Management bought 392 Twilio shares in Q2 2026, an estimated $69.5K.
  • Twilio made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #267 holding.
  • Kathmere Capital Management first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.