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LBP AM’s Twilio TWLO Stock Holding History

LBP AM’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 		$812K Sell
3,935
-633
-14% -$112K 0.01% 383
2026
Q1 		$575K Sell
4,568
-41,266
-90% -$5.08M 0.01% 365
2025
Q4 		$6.52M Sell
45,834
-2,087
-4% -$259K 0.08% 209
2025
Q3 		$4.8M Sell
47,921
-956
-2% -$108K 0.06% 221
2025
Q2 		$6.08M Buy
48,877
+7,872
+19% +$837K 0.09% 184
2025
Q1 		$4.01M Sell
41,005
-1,278
-3% -$151K 0.06% 213
2024
Q4 		$4.57M Buy
42,283
+457
+1% +$41.8K 0.06% 210
2024
Q3 		$2.73M Buy
+41,826
New +$2.5M 0.04% 225

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

LBP AM's TWLO Position: Q2 2026 in Review

LBP AM reduced its Twilio (TWLO) stake by 14% in Q2 2026, selling an estimated $112K and leaving 3,935 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #383.

LBP AM first reported a position in TWLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.52M in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • LBP AM held 3,935 shares of Twilio worth $812K as of Q2 2026.
  • LBP AM sold 633 Twilio shares in Q2 2026, an estimated $112K.
  • Twilio made up 0.01% of LBP AM's portfolio in Q2 2026, its #383 holding.
  • LBP AM first reported a position in Twilio in Q3 2024 and has held it in 8 quarters since.
  • LBP AM's Twilio position peaked at $6.52M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.