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Shell Asset Management’s Twilio TWLO Stock Holding History

Shell Asset 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
2025
Q3 		$184K Buy
1,841
+1,311
+247% +$148K 0.02% 489
2025
Q2 		$66K Buy
+530
New +$56.4K ﹤0.01% 1098
2024
Q1 		– Sell
-115
Closed -$9K – 1303
2023
Q4 		$9K Sell
115
-4,145
-97% -$258K ﹤0.01% 1242
2023
Q3 		$249K Sell
4,260
-121
-3% -$7.54K 0.01% 825
2023
Q2 		$279K Sell
4,381
-869
-17% -$51.3K 0.01% 812
2023
Q1 		$350K Hold
5,250
– – 0.01% 719
2022
Q4 		$257K Sell
5,250
-1,523
-22% -$86.7K 0.01% 845
2022
Q3 		$468K Sell
6,773
-1,654
-20% -$132K 0.02% 598
2022
Q2 		$706K Buy
8,427
+788
+10% +$88.2K 0.02% 534
2022
Q1 		$1.26M Buy
7,639
+428
+6% +$78K 0.03% 426
2021
Q4 		$1.9M Buy
7,211
+871
+14% +$260K 0.04% 377
2021
Q3 		$2.02M Buy
6,340
+172
+3% +$62.6K 0.05% 329
2021
Q2 		$2.43M Sell
6,168
-5,847
-49% -$2.03M 0.05% 328
2021
Q1 		$4.09M Buy
12,015
+3,168
+36% +$1.19M 0.08% 261
2020
Q4 		$3M Buy
8,847
+2,541
+40% +$794K 0.06% 315
2020
Q3 		$1.56M Buy
6,306
+1,086
+21% +$268K 0.04% 377
2020
Q2 		$1.15M Sell
5,220
-535
-9% -$85.9K 0.03% 416
2020
Q1 		$515K Buy
5,755
+100
+2% +$11K 0.01% 648
2019
Q4 		$556K Sell
5,655
-6,217
-52% -$635K 0.01% 839
2019
Q3 		$1.3M Sell
11,872
-5,192
-30% -$673K 0.03% 445
2019
Q2 		$2.33M Buy
17,064
+9,624
+129% +$1.28M 0.05% 327
2019
Q1 		$961K Hold
7,440
– – 0.02% 587
2018
Q4 		$664K Sell
7,440
-600
-7% -$48.7K 0.02% 713
2018
Q3 		$694K Buy
+8,040
New +$588K 0.01% 858

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Shell Asset Management's TWLO Position: Q3 2025 in Review

Shell Asset Management increased its Twilio (TWLO) stake by 247% in Q3 2025, buying an estimated $148K and bringing the position to 1,841 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #489.

Shell Asset Management first reported a position in TWLO in Q3 2018 and has held it in 24 quarters since. The position peaked at $4.09M in Q1 2021. 774 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Shell Asset Management held 1,841 shares of Twilio worth $184K as of Q3 2025.
  • Shell Asset Management bought 1,311 Twilio shares in Q3 2025, an estimated $148K.
  • Twilio made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #489 holding.
  • Shell Asset Management first reported a position in Twilio in Q3 2018 and has held it in 24 quarters since.
  • Shell Asset Management's Twilio position peaked at $4.09M in Q1 2021.
  • 774 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.