NewSquare Capital’s Twilio TWLO Stock Holding History

NewSquare Capital’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	-37	Closed	-$4.6K	–	1158
2025 Q2	$4.6K	Buy	+37	New	+$3.93K	﹤0.01%	829
2023 Q4	–	Sell	-9	Closed	-$527	–	625
2023 Q3	$527	Hold	9	–	–	﹤0.01%	529
2023 Q2	$573	Hold	9	–	–	﹤0.01%	672
2023 Q1	$600	Buy	+9	New	+$555	﹤0.01%	699
2019 Q3	–	Sell	-3,786	Closed	-$516K	–	354
2019 Q2	$516K	Buy	3,786 +1,371	+57%	+$183K	0.09%	93
2019 Q1	$312K	Buy	+2,415	New	+$272K	0.06%	98

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 $3.38T AUM 44.17% 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

NewSquare Capital's TWLO Position: Q3 2025 in Review

NewSquare Capital sold out of Twilio (TWLO) in Q3 2025, closing a stake of 37 shares — an estimated $4.6K sold.

NewSquare Capital first reported a position in TWLO in Q1 2019 and held it in 6 quarters. The position peaked at $516K in Q2 2019. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

NewSquare Capital reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 37 Twilio shares in Q3 2025, an estimated $4.6K.
NewSquare Capital first reported a position in Twilio in Q1 2019 and held it in 6 quarters.
NewSquare Capital's Twilio position peaked at $516K in Q2 2019.
775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.