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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Montag & Associates's TWLO Position: Q1 2026 in Review

Montag & Associates held its Twilio (TWLO) position steady in Q1 2026 at 507 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Montag & Associates first reported a position in TWLO in Q4 2020 and has held it in 22 quarters since. The position peaked at $128K in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Montag & Associates held 507 shares of Twilio worth $63.8K as of Q1 2026.
Montag & Associates left its Twilio share count unchanged in Q1 2026.
Twilio made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #556 holding.
Montag & Associates first reported a position in Twilio in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's Twilio position peaked at $128K in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.