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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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Thistle LLC's TWLO Position: Q4 2025 in Review

Oak Thistle LLC sold out of Twilio (TWLO) in Q4 2025, closing a stake of 24,631 shares — an estimated $2.47M sold.

Oak Thistle LLC first reported a position in TWLO in Q1 2022 and held it in 9 quarters. The position peaked at $2.47M in Q3 2025. 871 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Oak Thistle LLC reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 24,631 Twilio shares in Q4 2025, an estimated $2.47M.
  • Oak Thistle LLC first reported a position in Twilio in Q1 2022 and held it in 9 quarters.
  • Oak Thistle LLC's Twilio position peaked at $2.47M in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.