KA
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Kovack Advisors’s Twilio TWLO Stock Holding History

Kovack Advisors’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 		$361K Sell
2,865
-99
-3% -$12.2K 0.02% 691
2025
Q4 		$422K Buy
+2,964
New +$367K 0.02% 649
2024
Q2 		– Sell
-6,147
Closed -$376K – 600
2024
Q1 		$376K Sell
6,147
-1,582
-20% -$104K 0.05% 308
2023
Q4 		$586K Buy
7,729
+1,395
+22% +$87K 0.07% 267
2023
Q3 		$371K Buy
6,334
+1,446
+30% +$90.1K 0.05% 333
2023
Q2 		$311K Buy
4,888
+85
+2% +$5.02K 0.04% 410
2023
Q1 		$320K Buy
4,803
+347
+8% +$21.4K 0.04% 395
2022
Q4 		$218K Sell
4,456
-1,925
-30% -$110K 0.03% 501
2022
Q3 		$441K Buy
6,381
+675
+12% +$53.9K 0.06% 305
2022
Q2 		$478K Sell
5,706
-87
-2% -$9.73K 0.06% 326
2022
Q1 		$954K Sell
5,793
-600
-9% -$109K 0.1% 220
2021
Q4 		$1.68M Sell
6,393
-379
-6% -$113K 0.16% 144
2021
Q3 		$2.16M Buy
6,772
+64
+1% +$23.3K 0.23% 111
2021
Q2 		$2.64M Sell
6,708
-98
-1% -$34K 0.3% 89
2021
Q1 		$2.32M Buy
6,806
+264
+4% +$98.9K 0.3% 86
2020
Q4 		$2.21M Buy
6,542
+317
+5% +$99.1K 0.32% 82
2020
Q3 		$1.54M Buy
6,225
+252
+4% +$62.1K 0.27% 93
2020
Q2 		$1.31M Buy
5,973
+294
+5% +$47.2K 0.26% 100
2020
Q1 		$508K Sell
5,679
-892
-14% -$97.9K 0.12% 186
2019
Q4 		$646K Sell
6,571
-2,207
-25% -$225K 0.12% 196
2019
Q3 		$965K Buy
8,778
+637
+8% +$82.6K 0.2% 132
2019
Q2 		$1.11M Buy
8,141
+88
+1% +$11.7K 0.25% 96
2019
Q1 		$1.04M Buy
+8,053
New +$907K 0.26% 97

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

Kovack Advisors's TWLO Position: Q1 2026 in Review

Kovack Advisors reduced its Twilio (TWLO) stake by 3.3% in Q1 2026, selling an estimated $12.2K and leaving 2,865 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #691.

Kovack Advisors first reported a position in TWLO in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.64M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Kovack Advisors held 2,865 shares of Twilio worth $361K as of Q1 2026.
  • Kovack Advisors sold 99 Twilio shares in Q1 2026, an estimated $12.2K.
  • Twilio made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #691 holding.
  • Kovack Advisors first reported a position in Twilio in Q1 2019 and has held it in 23 quarters since.
  • Kovack Advisors's Twilio position peaked at $2.64M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.