Saranac Partners’s Twilio TWLO Stock Holding History

Saranac 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
2025 Q3	–	Sell	-1,703	Closed	-$212K	–	326
2025 Q2	$212K	Buy	+1,703	New	+$181K	0.11%	65
2025 Q1	–	Sell	-5,110	Closed	-$552K	–	88
2024 Q4	$552K	Buy	+5,110	New	+$467K	0.3%	44
2024 Q3	–	Sell	-5,110	Closed	-$290K	–	67
2024 Q2	$290K	Hold	5,110	–	–	0.17%	62
2024 Q1	$312K	Hold	5,110	–	–	0.19%	61
2023 Q4	$388K	Hold	5,110	–	–	0.26%	58
2023 Q3	$299K	Hold	5,110	–	–	0.17%	64
2023 Q2	$325K	Hold	5,110	–	–	0.17%	63
2023 Q1	$341K	Buy	+5,110	New	+$315K	0.2%	52

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Saranac Partners's TWLO Position: Q3 2025 in Review

Saranac Partners sold out of Twilio (TWLO) in Q3 2025, closing a stake of 1,703 shares — an estimated $212K sold.

Saranac Partners first reported a position in TWLO in Q1 2023 and held it in 8 quarters. The position peaked at $552K in Q4 2024. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Saranac Partners reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Saranac Partners sold 1,703 Twilio shares in Q3 2025, an estimated $212K.
Saranac Partners first reported a position in Twilio in Q1 2023 and held it in 8 quarters.
Saranac Partners's Twilio position peaked at $552K in Q4 2024.
775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Saranac Partners's 13F filing for Q3 2025, filed 5 Dec 2025.