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Smith Group Asset Management’s Twilio TWLO Stock Holding History

Smith Group 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 		– Sell
-14,700
Closed -$1.83M – 190
2025
Q2 		$1.83M Buy
14,700
+740
+5% +$78.7K 0.12% 66
2025
Q1 		$1.37M Sell
13,960
-4,650
-25% -$551K 0.1% 71
2024
Q4 		$2.01M Buy
18,610
+3,020
+19% +$276K 0.15% 65
2024
Q3 		$1.02M Buy
15,590
+5,920
+61% +$354K 0.08% 62
2024
Q2 		$549K Buy
+9,670
New +$570K 0.05% 78

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Smith Group Asset Management's TWLO Position: Q3 2025 in Review

Smith Group Asset Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 14,700 shares — an estimated $1.83M sold.

Smith Group Asset Management first reported a position in TWLO in Q2 2024 and held it in 5 quarters. The position peaked at $2.01M in Q4 2024. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Smith Group Asset Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Smith Group Asset Management sold 14,700 Twilio shares in Q3 2025, an estimated $1.83M.
  • Smith Group Asset Management first reported a position in Twilio in Q2 2024 and held it in 5 quarters.
  • Smith Group Asset Management's Twilio position peaked at $2.01M in Q4 2024.
  • 775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

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