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Second Half Financial Partners’s Twilio TWLO Stock Holding History

Second Half 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 		$359K Sell
1,741
-40
-2% -$7.09K 0.15% 67
2026
Q1 		$224K Buy
1,781
+140
+9% +$17.2K 0.1% 87
2025
Q4 		$233K Buy
+1,641
New +$203K 0.1% 86
2025
Q3 		– Sell
-1,641
Closed -$204K – 100
2025
Q2 		$204K Buy
+1,641
New +$174K 0.1% 84

Other funds holding TWLO

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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Second Half Financial Partners's TWLO Position: Q2 2026 in Review

Second Half Financial Partners reduced its Twilio (TWLO) stake by 2.2% in Q2 2026, selling an estimated $7.09K and leaving 1,741 shares worth $359K. The position accounts for 0.15% of the portfolio, ranked #67.

Second Half Financial Partners first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Second Half Financial Partners held 1,741 shares of Twilio worth $359K as of Q2 2026.
  • Second Half Financial Partners sold 40 Twilio shares in Q2 2026, an estimated $7.09K.
  • Twilio made up 0.15% of Second Half Financial Partners's portfolio in Q2 2026, its #67 holding.
  • Second Half Financial Partners first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.