RA
TWLO icon

Rise Advisors’s Twilio TWLO Stock Holding History

Rise Advisors’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
-10
Closed -$1K – 1326
2025
Q3 		$1K Hold
10
– – ﹤0.01% 1285
2025
Q2 		$1.24K Buy
+10
New +$1.06K ﹤0.01% 1256
2024
Q4 		– Sell
-72
Closed -$4.7K – 1221
2024
Q3 		$4.7K Hold
72
– – ﹤0.01% 1086
2024
Q2 		$4.09K Hold
72
– – ﹤0.01% 1090
2024
Q1 		$4.4K Hold
72
– – ﹤0.01% 1095
2023
Q4 		$5.46K Hold
72
– – ﹤0.01% 371
2023
Q3 		$4.21K Hold
72
– – ﹤0.01% 391
2023
Q2 		$4.58K Hold
72
– – ﹤0.01% 427
2023
Q1 		$4.8K Hold
72
– – ﹤0.01% 452
2022
Q4 		$3.52K Hold
72
– – ﹤0.01% 492
2022
Q3 		$5K Hold
72
– – ﹤0.01% 445
2022
Q2 		$6K Sell
72
-9
-11% -$1.01K 0.01% 424
2022
Q1 		$13K Buy
81
+49
+153% +$8.93K 0.01% 301
2021
Q4 		$8.43K Buy
+32
New +$9.57K 0.01% 343

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 $3.38T AUM 44.17% 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

Rise Advisors's TWLO Position: Q4 2025 in Review

Rise Advisors sold out of Twilio (TWLO) in Q4 2025, closing a stake of 10 shares — an estimated $1K sold.

Rise Advisors first reported a position in TWLO in Q4 2021 and held it in 14 quarters. The position peaked at $13K in Q1 2022. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Rise Advisors reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 10 Twilio shares in Q4 2025, an estimated $1K.
  • Rise Advisors first reported a position in Twilio in Q4 2021 and held it in 14 quarters.
  • Rise Advisors's Twilio position peaked at $13K in Q1 2022.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.