Root Financial Partners
TWLO icon

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
Q3 		$176K Buy
+601
New +$137K 0.01% 494
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 +$54.2K ﹤0.01% 681

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Principal Financial Group
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Citigroup
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's TWLO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Twilio (TWLO) in Q3 2026: 601 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TWLO as recently as Q1 2026.

Root Financial Partners first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Root Financial Partners held 601 shares of Twilio worth $176K as of Q3 2026.
  • Twilio was a new Root Financial Partners position in Q3 2026.
  • Twilio made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #494 holding.
  • Root Financial Partners first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.