LOIM
TWLO icon

Liberty One Investment Management’s Twilio TWLO Stock Holding History

Liberty One Investment Management’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 		$801K Sell
3,884
-1,781
-31% -$316K 0.08% 105
2026
Q1 		$713K Buy
5,665
+564
+11% +$69.4K 0.07% 114
2025
Q4 		$726K Sell
5,101
-2,460
-33% -$305K 0.09% 97
2025
Q3 		$757K Buy
7,561
+1,255
+20% +$141K 0.04% 118
2025
Q2 		$784K Sell
6,306
-1,150
-15% -$122K 0.08% 95
2025
Q1 		$730K Sell
7,456
-612
-8% -$72.5K 0.07% 99
2024
Q4 		$872K Sell
8,068
-1,978
-20% -$181K 0.09% 90
2024
Q3 		$655K Sell
10,046
-554
-5% -$33.1K 0.07% 116
2024
Q2 		$602K Sell
10,600
-289
-3% -$17.1K 0.07% 118
2024
Q1 		$666K Sell
10,889
-3,002
-22% -$198K 0.08% 116
2023
Q4 		$1.05M Sell
13,891
-513
-4% -$32K 0.13% 82
2023
Q3 		$843K Sell
14,404
-272
-2% -$17K 0.12% 81
2023
Q2 		$934K Buy
14,676
+5,756
+65% +$340K 0.12% 81
2023
Q1 		$594K Buy
8,920
+1,698
+24% +$105K 0.08% 106
2022
Q4 		$354K Buy
7,222
+886
+14% +$50.4K 0.05% 108
2022
Q3 		$438K Buy
6,336
+5,763
+1,006% +$461K 0.07% 107
2022
Q2 		$226K Sell
573
-3,941
-87% -$441K 0.04% 122
2022
Q1 		$744K Buy
4,514
+434
+11% +$79.1K 0.11% 100
2021
Q4 		$1.07M Buy
4,080
+3,530
+642% +$1.06M 0.16% 94
2021
Q3 		$175K Sell
550
-23
-4% -$8.38K 0.03% 131
2021
Q2 		$226K Buy
573
+135
+31% +$46.9K 0.04% 130
2021
Q1 		$149K Buy
438
+67
+18% +$25.1K 0.03% 136
2020
Q4 		$126K Buy
371
+33
+10% +$10.3K 0.02% 119
2020
Q3 		$84K Buy
338
+138
+69% +$34K 0.02% 121
2020
Q2 		$44K Buy
+200
New +$32.1K 0.01% 119

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

Liberty One Investment Management's TWLO Position: Q2 2026 in Review

Liberty One Investment Management reduced its Twilio (TWLO) stake by 31% in Q2 2026, selling an estimated $316K and leaving 3,884 shares worth $801K. The position accounts for 0.08% of the portfolio, ranked #105.

Liberty One Investment Management first reported a position in TWLO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Liberty One Investment Management held 3,884 shares of Twilio worth $801K as of Q2 2026.
  • Liberty One Investment Management sold 1,781 Twilio shares in Q2 2026, an estimated $316K.
  • Twilio made up 0.08% of Liberty One Investment Management's portfolio in Q2 2026, its #105 holding.
  • Liberty One Investment Management first reported a position in Twilio in Q2 2020 and has held it in 25 quarters since.
  • Liberty One Investment Management's Twilio position peaked at $1.07M in Q4 2021.
  • 968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.