Optimize Financial’s Twilio TWLO Stock Holding History

Optimize Financial’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	–	Sell	-13,835	Closed	-$1.97M	–	453
2025 Q4	$1.97M	Buy	13,835 +196	+1%	+$24.3K	0.99%	10
2025 Q3	$1.37M	Buy	+13,639	New	+$1.54M	0.71%	42

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

Optimize Financial's TWLO Position: Q1 2026 in Review

Optimize Financial sold out of Twilio (TWLO) in Q1 2026, closing a stake of 13,835 shares — an estimated $1.97M sold.

Optimize Financial first reported a position in TWLO in Q3 2025 and held it in 2 quarters. The position peaked at $1.97M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Optimize Financial reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 13,835 Twilio shares in Q1 2026, an estimated $1.97M.
Optimize Financial first reported a position in Twilio in Q3 2025 and held it in 2 quarters.
Optimize Financial's Twilio position peaked at $1.97M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.