Mather Group’s Twilio TWLO Stock Holding History

Mather Group’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 Q3	$63.7K	Sell	218 -294	-57%	-$67K	﹤0.01%	1083
2026 Q2	$106K	Buy	512 +494	+2,744%	+$87.6K	﹤0.01%	933
2026 Q1	$2.2K	Buy	+18	New	+$2.21K	﹤0.01%	1690
2025 Q4	–	Sell	-12	Closed	-$1.15K	–	1575
2025 Q3	$1.15K	Buy	+12	New	+$1.35K	﹤0.01%	1576
2025 Q2	–	Sell	-12	Closed	-$1.13K	–	1642
2025 Q1	$1.13K	Hold	12	–	–	﹤0.01%	1627
2024 Q4	$1.24K	Buy	+12	New	+$1.1K	﹤0.01%	1591
2024 Q3	–	Sell	-1,537	Closed	-$94K	–	2183
2024 Q2	$94K	Buy	1,537 +1,522	+10,147%	+$89.8K	﹤0.01%	826
2024 Q1	$1.14K	Buy	+15	New	+$988	﹤0.01%	1611

Other funds holding TWLO

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's TWLO Position: Q3 2026 in Review

Mather Group reduced its Twilio (TWLO) stake by 57% in Q3 2026, selling an estimated $67K and leaving 218 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Mather Group first reported a position in TWLO in Q1 2024 and has held it in 8 quarters since. The position peaked at $106K in Q2 2026. 194 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

Mather Group held 218 shares of Twilio worth $63.7K as of Q3 2026.
Mather Group sold 294 Twilio shares in Q3 2026, an estimated $67K.
Twilio made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1083 holding.
Mather Group first reported a position in Twilio in Q1 2024 and has held it in 8 quarters since.
Mather Group's Twilio position peaked at $106K in Q2 2026.
194 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.