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Summit Trail Advisors’s Twilio TWLO Stock Holding History

Summit Trail Advisors’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
Q1 		$2.84M Buy
22,551
+10,984
+95% +$1.35M 0.04% 330
2025
Q4 		$1.65M Sell
11,567
-565
-5% -$70K 0.03% 523
2025
Q3 		$1.21M Buy
12,132
+6,095
+101% +$686K 0.02% 722
2025
Q2 		$751K Sell
6,037
-239
-4% -$25.4K 0.01% 575
2025
Q1 		$614K Buy
6,276
+198
+3% +$23.5K 0.02% 222
2024
Q4 		$657K Buy
+6,078
New +$555K 0.02% 179
2023
Q4 		– Sell
-5,625
Closed -$329K – 592
2023
Q3 		$329K Buy
5,625
+130
+2% +$8.1K 0.01% 356
2023
Q2 		$350K Buy
5,495
+557
+11% +$32.9K 0.01% 340
2023
Q1 		$329K Buy
4,938
+292
+6% +$18K 0.01% 302
2022
Q4 		$227K Sell
4,646
-1,102
-19% -$62.7K 0.01% 339
2022
Q3 		$397K Sell
5,748
-926
-14% -$74K 0.02% 215
2022
Q2 		$559K Buy
6,674
+468
+8% +$52.4K 0.03% 169
2022
Q1 		$1.02M Buy
6,206
+1,516
+32% +$276K 0.08% 105
2021
Q4 		$1.24M Buy
4,690
+21
+0.4% +$6.28K 0.08% 116
2021
Q3 		$1.49M Buy
4,669
+3,629
+349% +$1.32M 0.11% 90
2021
Q2 		$410K Buy
1,040
+188
+22% +$65.3K 0.04% 152
2021
Q1 		$290K Buy
852
+36
+4% +$13.5K 0.03% 157
2020
Q4 		$276K Buy
+816
New +$255K 0.03% 157
2020
Q3 		– Sell
-1,050
Closed -$230K – 240
2020
Q2 		$230K Buy
+1,050
New +$169K 0.04% 140
2019
Q4 		– Sell
-2,009
Closed -$221K – 109
2019
Q3 		$221K Buy
2,009
+9
+0.5% +$1.17K 0.08% 83
2019
Q2 		$273K Hold
2,000
– – 0.12% 59
2019
Q1 		$258K Buy
+2,000
New +$225K 0.11% 66
2018
Q3 		– Sell
-1,300
Closed -$73K – 440
2018
Q2 		$73K Buy
+1,300
New +$64.4K 0.03% 258
2018
Q1 		– Sell
-1,564
Closed -$38K – 1572
2017
Q4 		$38K Buy
+1,564
New +$43.9K ﹤0.01% 893

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Summit Trail Advisors's TWLO Position: Q1 2026 in Review

Summit Trail Advisors increased its Twilio (TWLO) stake by 95% in Q1 2026, buying an estimated $1.35M and bringing the position to 22,551 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #330.

Summit Trail Advisors first reported a position in TWLO in Q4 2017 and has held it in 24 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Summit Trail Advisors held 22,551 shares of Twilio worth $2.84M as of Q1 2026.
  • Summit Trail Advisors bought 10,984 Twilio shares in Q1 2026, an estimated $1.35M.
  • Twilio made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #330 holding.
  • Summit Trail Advisors first reported a position in Twilio in Q4 2017 and has held it in 24 quarters since.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.