Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Twilio TWLO Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,852
Closed -$285K – 1255
2025
Q3 		$285K Sell
2,852
-807
-22% -$90.9K ﹤0.01% 1218
2025
Q2 		$455K Sell
3,659
-1,092
-23% -$116K ﹤0.01% 1006
2025
Q1 		$465K Sell
4,751
-3,572
-43% -$423K ﹤0.01% 924
2024
Q4 		$900K Sell
8,323
-4,282
-34% -$391K ﹤0.01% 740
2024
Q3 		$759K Buy
+12,605
New +$754K 0.01% 689

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Kovitz Investment Group Partners's TWLO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Twilio (TWLO) in Q4 2025, closing a stake of 2,852 shares — an estimated $285K sold.

Kovitz Investment Group Partners first reported a position in TWLO in Q3 2024 and held it in 5 quarters. The position peaked at $900K in Q4 2024. 870 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,852 Twilio shares in Q4 2025, an estimated $285K.
  • Kovitz Investment Group Partners first reported a position in Twilio in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Twilio position peaked at $900K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.