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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kemnay Advisory Services's TWLO Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Twilio (TWLO) stake by 79% in Q1 2026, selling an estimated $111K and leaving 242 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Kemnay Advisory Services first reported a position in TWLO in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Kemnay Advisory Services held 242 shares of Twilio worth $30.4K as of Q1 2026.
Kemnay Advisory Services sold 904 Twilio shares in Q1 2026, an estimated $111K.
Twilio made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #433 holding.
Kemnay Advisory Services first reported a position in Twilio in Q2 2021 and has held it in 4 quarters since.
Kemnay Advisory Services's Twilio position peaked at $1.06M in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.