LPL Financial
TWLO icon

LPL Financial’s Twilio TWLO Stock Holding History

LPL Financial’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
Q2 		– Sell
-3,400
Closed -$333K – 5690
2025
Q1 		$333K Buy
3,400
+300
+10% +$35.6K ﹤0.01% 4502
2024
Q4 		$335K Buy
+3,100
New +$283K ﹤0.01% 4423
2024
Q2 		– Sell
-330
Closed -$2.02M – 5142
2024
Q1 		$2.02M Sell
330
-4,270
-93% -$281K ﹤0.01% 2531
2023
Q4 		$349K Buy
+4,600
New +$287K ﹤0.01% 3974

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 $3.38T AUM 44.17% 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

LPL Financial's TWLO Position: Q2 2026 in Review

LPL Financial increased its Twilio (TWLO) stake by 39% in Q2 2026, buying an estimated $9.94M and bringing the position to 200,800 shares worth $41.4M. The position accounts for 0.01% of the portfolio, ranked #1109.

LPL Financial first reported a position in TWLO in Q3 2016 and has held it in 39 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • LPL Financial held 200,800 shares of Twilio worth $41.4M as of Q2 2026.
  • LPL Financial bought 56,074 Twilio shares in Q2 2026, an estimated $9.94M.
  • Twilio made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1109 holding.
  • LPL Financial first reported a position in Twilio in Q3 2016 and has held it in 39 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.