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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

LPL Financial's TWLO Position: Q1 2026 in Review

LPL Financial reduced its Twilio (TWLO) stake by 19% in Q1 2026, selling an estimated $4.12M and leaving 144,726 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

LPL Financial first reported a position in TWLO in Q3 2016 and has held it in 38 quarters since. The position peaked at $35.3M in Q2 2021. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • LPL Financial held 144,726 shares of Twilio worth $18.2M as of Q1 2026.
  • LPL Financial sold 33,458 Twilio shares in Q1 2026, an estimated $4.12M.
  • Twilio made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1536 holding.
  • LPL Financial first reported a position in Twilio in Q3 2016 and has held it in 38 quarters since.
  • LPL Financial's Twilio position peaked at $35.3M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.