Perigon Wealth Management’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 | $388K | Buy |
3,083
+292
| +10% | +$35.9K | 0.01% | 916 |
|
|
2025
Q4 | $397K | Sell |
2,791
-216
| -7% | -$26.8K | 0.01% | 894 |
|
|
2025
Q3 | $301K | Buy |
3,007
+300
| +11% | +$33.8K | 0.01% | 959 |
|
|
2025
Q2 | $337K | Sell |
2,707
-502
| -16% | -$53.4K | 0.01% | 805 |
|
|
2025
Q1 | $314K | Sell |
3,209
-37
| -1% | -$4.38K | 0.01% | 798 |
|
|
2024
Q4 | $372K | Sell |
3,246
-1,026
| -24% | -$93.8K | 0.01% | 737 |
|
|
2024
Q3 | $279K | Sell |
4,272
-787
| -16% | -$47.1K | 0.01% | 821 |
|
|
2024
Q2 | $287K | Buy |
5,059
+501
| +11% | +$29.6K | 0.01% | 705 |
|
|
2024
Q1 | $279K | Sell |
4,558
-23
| -0.5% | -$1.51K | 0.01% | 703 |
|
|
2023
Q4 | $348K | Sell |
4,581
-3,241
| -41% | -$202K | 0.01% | 611 |
|
|
2023
Q3 | $458K | Sell |
7,822
-1,212
| -13% | -$75.5K | 0.02% | 465 |
|
|
2023
Q2 | $575K | Buy |
9,034
+1,225
| +16% | +$72.3K | 0.02% | 426 |
|
|
2023
Q1 | $520K | Sell |
7,809
-673
| -8% | -$41.5K | 0.03% | 388 |
|
|
2022
Q4 | $415K | Sell |
8,482
-2,060
| -20% | -$117K | 0.03% | 428 |
|
|
2022
Q3 | $729K | Sell |
10,542
-166
| -2% | -$13.3K | 0.06% | 257 |
|
|
2022
Q2 | $897K | Buy |
10,708
+3,330
| +45% | +$373K | 0.08% | 220 |
|
|
2022
Q1 | $1.22M | Buy |
7,378
+487
| +7% | +$88.7K | 0.09% | 204 |
|
|
2021
Q4 | $1.81M | Sell |
6,891
-538
| -7% | -$161K | 0.13% | 142 |
|
|
2021
Q3 | $2.37M | Buy |
7,429
+1,522
| +26% | +$554K | 0.21% | 98 |
|
|
2021
Q2 | $2.33M | Buy |
5,907
+26
| +0.4% | +$9.03K | 0.21% | 91 |
|
|
2021
Q1 | $2M | Buy |
5,881
+1,529
| +35% | +$573K | 0.2% | 102 |
|
|
2020
Q4 | $1.47M | Buy |
4,352
+75
| +2% | +$23.4K | 0.17% | 103 |
|
|
2020
Q3 | $1.06M | Sell |
4,277
-185
| -4% | -$45.6K | 0.15% | 121 |
|
|
2020
Q2 | $979K | Sell |
4,462
-814
| -15% | -$131K | 0.16% | 106 |
|
|
2020
Q1 | $503K | Buy |
5,276
+706
| +15% | +$77.5K | 0.09% | 167 |
|
|
2019
Q4 | $491K | Buy |
4,570
+260
| +6% | +$26.6K | 0.1% | 144 |
|
|
2019
Q3 | $497K | Sell |
4,310
-356
| -8% | -$46.2K | 0.12% | 122 |
|
|
2019
Q2 | $636K | Buy |
4,666
+474
| +11% | +$63.1K | 0.15% | 103 |
|
|
2019
Q1 | $554K | Sell |
4,192
-791
| -16% | -$89.1K | 0.13% | 117 |
|
|
2018
Q4 | $519K | Buy |
4,983
+139
| +3% | +$11.3K | 0.13% | 118 |
|
|
2018
Q3 | $418K | Sell |
4,844
-1,023
| -17% | -$74.8K | 0.1% | 134 |
|
|
2018
Q2 | $329K | Buy |
+5,867
| New | +$291K | 0.1% | 173 |
|
|
2017
Q4 | – | Sell |
-5,021
| Closed | -$150K | – | 672 |
|
|
2017
Q3 | $150K | Sell |
5,021
-11,666
| -70% | -$350K | 0.05% | 217 |
|
|
2017
Q2 | $486K | Buy |
16,687
+1,362
| +9% | +$37.2K | 0.11% | 173 |
|
|
2017
Q1 | $442K | Buy |
15,325
+693
| +5% | +$20.9K | 0.09% | 189 |
|
|
2016
Q4 | $436K | Buy |
+14,632
| New | +$548K | 0.1% | 186 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Perigon Wealth Management's TWLO Position: Q1 2026 in Review
Perigon Wealth Management increased its Twilio (TWLO) stake by 10% in Q1 2026, buying an estimated $35.9K and bringing the position to 3,083 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #916.
Perigon Wealth Management first reported a position in TWLO in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.37M in Q3 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Perigon Wealth Management held 3,083 shares of Twilio worth $388K as of Q1 2026.
- Perigon Wealth Management bought 292 Twilio shares in Q1 2026, an estimated $35.9K.
- Twilio made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #916 holding.
- Perigon Wealth Management first reported a position in Twilio in Q4 2016 and has held it in 36 quarters since.
- Perigon Wealth Management's Twilio position peaked at $2.37M in Q3 2021.
- 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.