MA
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Montag & Associates’s Twilio TWLO Stock Holding History

Montag & Associates’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
Q2 		$105K Hold
507
– – ﹤0.01% 500
2026
Q1 		$63.8K Hold
507
– – ﹤0.01% 556
2025
Q4 		$72.2K Sell
507
-1
-0.2% -$124 ﹤0.01% 550
2025
Q3 		$50.9K Hold
508
– – ﹤0.01% 592
2025
Q2 		$63.2K Buy
508
+8
+2% +$851 ﹤0.01% 539
2025
Q1 		$49K Hold
500
– – ﹤0.01% 622
2024
Q4 		$54K Hold
500
– – ﹤0.01% 595
2024
Q3 		$32.6K Hold
500
– – ﹤0.01% 670
2024
Q2 		$28.4K Sell
500
-3
-0.6% -$177 ﹤0.01% 673
2024
Q1 		$30.8K Hold
503
– – ﹤0.01% 654
2023
Q4 		$38.2K Hold
503
– – ﹤0.01% 619
2023
Q3 		$29.4K Sell
503
-7
-1% -$436 ﹤0.01% 620
2023
Q2 		$32.4K Hold
510
– – ﹤0.01% 624
2023
Q1 		$34K Hold
510
– – ﹤0.01% 610
2022
Q4 		$25K Buy
510
+134
+36% +$7.63K ﹤0.01% 633
2022
Q3 		$26K Hold
376
– – ﹤0.01% 629
2022
Q2 		$32K Hold
376
– – ﹤0.01% 597
2022
Q1 		$62K Buy
376
+17
+5% +$3.1K ﹤0.01% 529
2021
Q4 		$95K Buy
359
+19
+6% +$5.68K ﹤0.01% 491
2021
Q3 		$108K Buy
340
+15
+5% +$5.46K 0.01% 463
2021
Q2 		$128K Buy
325
+24
+8% +$8.33K 0.01% 442
2021
Q1 		$103K Buy
301
+13
+5% +$4.87K 0.01% 466
2020
Q4 		$97K Buy
+288
New +$90K 0.01% 454

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

Montag & Associates's TWLO Position: Q2 2026 in Review

Montag & Associates held its Twilio (TWLO) position steady in Q2 2026 at 507 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Montag & Associates first reported a position in TWLO in Q4 2020 and has held it in 23 quarters since. The position peaked at $128K in Q2 2021. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Montag & Associates held 507 shares of Twilio worth $105K as of Q2 2026.
  • Montag & Associates left its Twilio share count unchanged in Q2 2026.
  • Twilio made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #500 holding.
  • Montag & Associates first reported a position in Twilio in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Twilio position peaked at $128K in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.