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Oak Thistle LLC’s Twilio TWLO Stock Holding History

Oak Thistle 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
Q4 		– Sell
-24,631
Closed -$2.47M – 655
2025
Q3 		$2.47M Buy
24,631
+15,235
+162% +$1.72M 0.38% 64
2025
Q2 		$1.17M Buy
+9,396
New +$999K 0.17% 228
2025
Q1 		– Sell
-2,157
Closed -$233K – 560
2024
Q4 		$233K Buy
+2,157
New +$197K 0.07% 365
2024
Q3 		– Sell
-14,893
Closed -$846K – 529
2024
Q2 		$846K Buy
14,893
+11,330
+318% +$668K 0.63% 30
2024
Q1 		$218K Sell
3,563
-9,390
-72% -$618K 0.2% 249
2023
Q4 		$983K Buy
12,953
+4,452
+52% +$278K 0.28% 133
2023
Q3 		$498K Buy
+8,501
New +$530K 0.15% 293
2023
Q2 		– Sell
-7,330
Closed -$488K – 544
2023
Q1 		$488K Buy
+7,330
New +$452K 0.29% 140
2022
Q2 		– Sell
-3,922
Closed -$646K – 411
2022
Q1 		$646K Buy
+3,922
New +$715K 0.34% 106

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return