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Root Financial Partners’s Twilio TWLO Stock Holding History

Root Financial Partners’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 		– Sell
-559
Closed -$70.3K – 2989
2026
Q1 		$70.3K Buy
559
+31
+6% +$3.81K ﹤0.01% 719
2025
Q4 		$75.1K Buy
528
+47
+10% +$5.82K ﹤0.01% 568
2025
Q3 		$48.1K Buy
+481
New +$54.1K ﹤0.01% 681

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

Root Financial Partners's TWLO Position: Q2 2026 in Review

Root Financial Partners sold out of Twilio (TWLO) in Q2 2026, closing a stake of 559 shares — an estimated $70.3K sold.

Root Financial Partners first reported a position in TWLO in Q3 2025 and held it in 3 quarters. The position peaked at $75.1K in Q4 2025. 291 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Root Financial Partners reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 559 Twilio shares in Q2 2026, an estimated $70.3K.
  • Root Financial Partners first reported a position in Twilio in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Twilio position peaked at $75.1K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.