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 Q1	–	Sell	-6,100	Closed	-$868K	–	669
2025 Q4	$868K	Buy	+6,100	New	+$756K	0.02%	336
2025 Q3	–	Sell	-6,100	Closed	-$759K	–	576
2025 Q2	$759K	Hold	6,100	–	–	0.02%	299
2025 Q1	$597K	Sell	6,100 -100	-2%	-$11.8K	0.02%	342
2024 Q4	$670K	Sell	6,200 -300	-5%	-$27.4K	0.02%	315
2024 Q3	$424K	Hold	6,500	–	–	0.02%	450
2024 Q2	$369K	Sell	6,500 -643,500	-99%	-$38M	0.02%	377
2024 Q1	$39.7M	Hold	650,000	–	–	2.11%	9
2023 Q4	$49.3M	Buy	+650,000	New	+$40.5M	3%	5
2023 Q3	–	Sell	-650,000	Closed	-$41.4M	–	473
2023 Q2	$41.4M	Buy	+650,000	New	+$38.4M	2.93%	4
2023 Q1	–	Sell	-6,500	Closed	-$318K	–	462
2022 Q4	$318K	Hold	6,500	–	–	0.03%	320
2022 Q3	$44.9M	Buy	+6,500	New	+$519K	4.69%	4

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

Robertson Stephens Wealth Management's TWLO Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Twilio (TWLO) stake by 4% in Q1 2026, selling an estimated $31.5K and leaving 6,133 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #338.

Robertson Stephens Wealth Management first reported a position in TWLO in Q4 2021 and has held it in 18 quarters since. The position peaked at $44.2M in Q1 2023. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Robertson Stephens Wealth Management held 6,133 shares of Twilio worth $772K as of Q1 2026.
Robertson Stephens Wealth Management sold 256 Twilio shares in Q1 2026, an estimated $31.5K.
Twilio made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #338 holding.
Robertson Stephens Wealth Management first reported a position in Twilio in Q4 2021 and has held it in 18 quarters since.
Robertson Stephens Wealth Management's Twilio position peaked at $44.2M in Q1 2023.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.