RSWM
TWLO icon

Robertson Stephens Wealth Management’s Twilio TWLO Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		$1.26M Sell
6,100
-33
-0.5% -$5.85K 0.03% 277
2026
Q1 		$772K Sell
6,133
-256
-4% -$31.5K 0.02% 338
2025
Q4 		$909K Buy
6,389
+9
+0.1% +$1.11K 0.02% 330
2025
Q3 		$639K Buy
6,380
+280
+5% +$31.5K 0.02% 316
2025
Q2 		$759K Sell
6,100
-28
-0.5% -$2.98K 0.02% 298
2025
Q1 		$600K Sell
6,128
-201
-3% -$23.8K 0.02% 340
2024
Q4 		$684K Sell
6,329
-6,895
-52% -$630K 0.02% 311
2024
Q3 		$862K Sell
13,224
-187
-1% -$11.2K 0.03% 305
2024
Q2 		$762K Buy
13,411
+168
+1% +$9.91K 0.04% 266
2024
Q1 		$810K Buy
13,243
+47
+0.4% +$3.1K 0.04% 269
2023
Q4 		$1M Sell
13,196
-600
-4% -$37.4K 0.06% 221
2023
Q3 		$807K Hold
13,796
– – 0.05% 233
2023
Q2 		$878K Sell
13,796
-6,504
-32% -$384K 0.06% 207
2023
Q1 		$44.2M Buy
20,300
+6,504
+47% +$401K 3.4% 4
2022
Q4 		$675K Buy
13,796
+503
+4% +$28.6K 0.07% 220
2022
Q3 		$919K Sell
13,293
-24
-0.2% -$1.92K 0.1% 160
2022
Q2 		$1.12M Sell
13,317
-39
-0.3% -$4.36K 0.11% 151
2022
Q1 		$2.2M Buy
13,356
+236
+2% +$43K 0.18% 104
2021
Q4 		$3.46M Buy
+13,120
New +$3.92M 0.29% 79

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robertson Stephens Wealth Management's TWLO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Twilio (TWLO) stake by 0.54% in Q2 2026, selling an estimated $5.85K and leaving 6,100 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #277.

Robertson Stephens Wealth Management first reported a position in TWLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.2M in Q1 2023. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,100 shares of Twilio worth $1.26M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 33 Twilio shares in Q2 2026, an estimated $5.85K.
  • Twilio made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Robertson Stephens Wealth Management first reported a position in Twilio in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Twilio position peaked at $44.2M in Q1 2023.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.