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Sunstone Asset Management’s Twilio TWLO Stock Holding History

Sunstone 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
2026
Q2 		$939K Buy
+15,000
New +$2.66M 1.02% 38

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sunstone Asset Management's TWLO Position: Q2 2026 in Review

Sunstone Asset Management reduced its Twilio (TWLO) stake by 55% in Q2 2026, selling an estimated $1.13M and leaving 5,166 shares worth $1.07M. The position accounts for 1.15% of the portfolio, ranked #32.

Sunstone Asset Management first reported a position in TWLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Sunstone Asset Management held 5,166 shares of Twilio worth $1.07M as of Q2 2026.
  • Sunstone Asset Management sold 6,400 Twilio shares in Q2 2026, an estimated $1.13M.
  • Twilio made up 1.15% of Sunstone Asset Management's portfolio in Q2 2026, its #32 holding.
  • Sunstone Asset Management first reported a position in Twilio in Q4 2025 and has held it in 3 quarters since.
  • Sunstone Asset Management's Twilio position peaked at $1.5M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Sunstone Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.