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Simplicity Wealth’s Twilio TWLO Stock Holding History

Simplicity Wealth’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 		$272K Buy
+1,317
New +$233K 0.01% 875
2025
Q4 		– Sell
-2,137
Closed -$214K – 776
2025
Q3 		$214K Buy
2,137
+231
+12% +$26K 0.01% 663
2025
Q2 		$237K Buy
+1,906
New +$203K 0.01% 550

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Simplicity Wealth's TWLO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Twilio (TWLO) in Q2 2026: 1,317 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in TWLO as recently as Q3 2025.

Simplicity Wealth first reported a position in TWLO in Q2 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Simplicity Wealth held 1,317 shares of Twilio worth $272K as of Q2 2026.
  • Twilio was a new Simplicity Wealth position in Q2 2026.
  • Twilio made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #875 holding.
  • Simplicity Wealth first reported a position in Twilio in Q2 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.