Lido Advisors’s Twilio TWLO Stock Holding History

Lido 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
2024 Q1	–	Sell	-3,000	Closed	-$228K	–	1467
2023 Q4	$228K	Hold	3,000	–	–	﹤0.01%	1155
2023 Q3	$176K	Sell	3,000 -600	-17%	-$37.4K	﹤0.01%	1090
2023 Q2	$229K	Sell	3,600 -3,000	-45%	-$177K	﹤0.01%	1056
2023 Q1	$440K	Buy	+6,600	New	+$407K	﹤0.01%	726
2022 Q4	–	Sell	-8,100	Closed	-$560K	–	1087
2022 Q3	$560K	Buy	8,100 +2,100	+35%	+$168K	0.01%	520
2022 Q2	$502K	Buy	+6,000	New	+$671K	0.01%	542

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

Lido Advisors's TWLO Position: Q1 2026 in Review

Lido Advisors reduced its Twilio (TWLO) stake by 7.3% in Q1 2026, selling an estimated $153K and leaving 15,863 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #707.

Lido Advisors first reported a position in TWLO in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.74M in Q1 2022. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Lido Advisors held 15,863 shares of Twilio worth $2M as of Q1 2026.
Lido Advisors sold 1,243 Twilio shares in Q1 2026, an estimated $153K.
Twilio made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #707 holding.
Lido Advisors first reported a position in Twilio in Q2 2018 and has held it in 32 quarters since.
Lido Advisors's Twilio position peaked at $2.74M in Q1 2022.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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