NewEdge Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $655K | Sell |
5,204
-707
| -12% | -$87K | ﹤0.01% | 1784 |
|
|
2025
Q4 | $841K | Buy |
5,911
+99
| +2% | +$12.3K | ﹤0.01% | 1600 |
|
|
2025
Q3 | $582K | Buy |
5,812
+42
| +0.7% | +$4.73K | ﹤0.01% | 1724 |
|
|
2025
Q2 | $718K | Buy |
5,770
+1,841
| +47% | +$196K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $385K | Sell |
3,929
-3,381
| -46% | -$401K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $790K | Buy |
7,310
+7,044
| +2,648% | +$644K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $17.3K | Sell |
266
-77
| -22% | -$4.61K | ﹤0.01% | 2755 |
|
|
2024
Q2 | $19.5K | Sell |
343
-8
| -2% | -$472 | ﹤0.01% | 2636 |
|
|
2024
Q1 | $21.5K | Sell |
351
-1,428
| -80% | -$94K | ﹤0.01% | 2608 |
|
|
2023
Q4 | $135K | Sell |
1,779
-116
| -6% | -$7.23K | ﹤0.01% | 1848 |
|
|
2023
Q3 | $111K | Buy |
1,895
+1,435
| +312% | +$89.4K | ﹤0.01% | 1796 |
|
|
2023
Q2 | $29.3K | Buy |
460
+275
| +149% | +$16.2K | ﹤0.01% | 2270 |
|
|
2023
Q1 | $12.3K | Sell |
185
-6,743
| -97% | -$416K | ﹤0.01% | 2505 |
|
|
2022
Q4 | $268K | Buy |
+6,928
| New | +$394K | 0.01% | 1059 |
|
|
2022
Q3 | – | Sell |
-5,238
| Closed | -$439K | – | 1658 |
|
|
2022
Q2 | $439K | Buy |
+5,238
| New | +$586K | 0.01% | 1047 |
|
|
2022
Q1 | – | Sell |
-6,372
| Closed | -$1.68M | – | 1618 |
|
|
2021
Q4 | $1.68M | Buy |
6,372
+2,014
| +46% | +$602K | 0.03% | 508 |
|
|
2021
Q3 | $1.39M | Buy |
4,358
+2,162
| +98% | +$787K | 0.03% | 419 |
|
|
2021
Q2 | $866K | Sell |
2,196
-2,944
| -57% | -$1.02M | 0.02% | 542 |
|
|
2021
Q1 | $1.75M | Buy |
5,140
+494
| +11% | +$185K | 0.05% | 314 |
|
|
2020
Q4 | $1.57M | Buy |
4,646
+1,791
| +63% | +$560K | 0.05% | 299 |
|
|
2020
Q3 | $705K | Sell |
2,855
-257
| -8% | -$63.4K | 0.02% | 476 |
|
|
2020
Q2 | $682K | Sell |
3,112
-1,883
| -38% | -$302K | 0.03% | 468 |
|
|
2020
Q1 | $447K | Buy |
+4,995
| New | +$548K | 0.02% | 487 |
|
|
2019
Q3 | – | Sell |
-1,759
| Closed | -$240K | – | 843 |
|
|
2019
Q2 | $240K | Buy |
1,759
+128
| +8% | +$17K | 0.01% | 575 |
|
|
2019
Q1 | $211K | Buy |
+1,631
| New | +$184K | 0.01% | 615 |
|
|
2018
Q4 | – | Sell |
-2,888
| Closed | -$249K | – | 718 |
|
|
2018
Q3 | $249K | Buy |
+2,888
| New | +$211K | 0.02% | 543 |
|
|
2017
Q4 | – | Sell |
-6,920
| Closed | -$223K | – | 425 |
|
|
2017
Q3 | $223K | Sell |
6,920
-500
| -7% | -$15K | 0.03% | 338 |
|
|
2017
Q2 | $213K | Buy |
+7,420
| New | +$203K | 0.04% | 310 |
|
Other funds holding TWLO
VPM
VCM
SHCM
NewEdge Advisors's TWLO Position: Q1 2026 in Review
NewEdge Advisors reduced its Twilio (TWLO) stake by 12% in Q1 2026, selling an estimated $87K and leaving 5,204 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.
NewEdge Advisors first reported a position in TWLO in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.75M in Q1 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- NewEdge Advisors held 5,204 shares of Twilio worth $655K as of Q1 2026.
- NewEdge Advisors sold 707 Twilio shares in Q1 2026, an estimated $87K.
- Twilio made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1784 holding.
- NewEdge Advisors first reported a position in Twilio in Q2 2017 and has held it in 28 quarters since.
- NewEdge Advisors's Twilio position peaked at $1.75M in Q1 2021.
- 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.