Kemnay Advisory Services’s Twilio TWLO Stock Holding History

Kemnay Advisory Services’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	$145K	Buy	703 +461	+190%	+$81.7K	0.02%	94
2026 Q1	$30.4K	Sell	242 -904	-79%	-$111K	﹤0.01%	433
2025 Q4	$163K	Buy	+1,146	New	+$142K	0.02%	57
2021 Q4	–	Sell	-1,872	Closed	-$597K	–	78
2021 Q3	$597K	Sell	1,872 -808	-30%	-$294K	0.08%	63
2021 Q2	$1.06M	Buy	+2,680	New	+$930K	0.13%	41

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kemnay Advisory Services's TWLO Position: Q2 2026 in Review

Kemnay Advisory Services increased its Twilio (TWLO) stake by 190% in Q2 2026, buying an estimated $81.7K and bringing the position to 703 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #94.

Kemnay Advisory Services first reported a position in TWLO in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2021. 967 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Kemnay Advisory Services held 703 shares of Twilio worth $145K as of Q2 2026.
Kemnay Advisory Services bought 461 Twilio shares in Q2 2026, an estimated $81.7K.
Twilio made up 0.02% of Kemnay Advisory Services's portfolio in Q2 2026, its #94 holding.
Kemnay Advisory Services first reported a position in Twilio in Q2 2021 and has held it in 5 quarters since.
Kemnay Advisory Services's Twilio position peaked at $1.06M in Q2 2021.
967 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.