McAdam LLC’s Twilio TWLO Stock Holding History

McAdam LLC’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 Q3	–	Sell	-1,914	Closed	-$238K	–	411
2025 Q2	$238K	Buy	+1,914	New	+$204K	0.01%	336
2018 Q4	–	Sell	-1	Closed	–	–	557
2018 Q3	$0	Hold	1	–	–	﹤0.01%	733
2018 Q2	$0	Hold	1	–	–	﹤0.01%	810
2018 Q1	$0	Buy	+1	New	+$32	﹤0.01%	804

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

McAdam LLC's TWLO Position: Q3 2025 in Review

McAdam LLC sold out of Twilio (TWLO) in Q3 2025, closing a stake of 1,914 shares — an estimated $238K sold.

McAdam LLC first reported a position in TWLO in Q1 2018 and held it in 4 quarters. The position peaked at $238K in Q2 2025. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

McAdam LLC reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
McAdam LLC sold 1,914 Twilio shares in Q3 2025, an estimated $238K.
McAdam LLC first reported a position in Twilio in Q1 2018 and held it in 4 quarters.
McAdam LLC's Twilio position peaked at $238K in Q2 2025.
776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.