SW
TWLO icon

SVB Wealth’s Twilio TWLO Stock Holding History

SVB 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
2025
Q2 		– Sell
-4,869
Closed -$477K – 1546
2025
Q1 		$477K Buy
4,869
+135
+3% +$16K 0.02% 218
2024
Q4 		$512K Buy
+4,734
New +$433K 0.01% 416
2024
Q3 		– Sell
-4,532
Closed -$257K – 567
2024
Q2 		$257K Sell
4,532
-5,078
-53% -$300K 0.01% 606
2024
Q1 		$588K Buy
9,610
+2,078
+28% +$137K 0.01% 441
2023
Q4 		$571K Buy
7,532
+2,179
+41% +$136K 0.01% 449
2023
Q3 		$313K Sell
5,353
-30
-0.6% -$1.87K 0.01% 594
2023
Q2 		$342K Sell
5,383
-1,110
-17% -$65.5K 0.01% 613
2023
Q1 		$433K Sell
6,493
-167
-3% -$10.3K 0.01% 583
2022
Q4 		$326K Sell
6,660
-999
-13% -$56.9K ﹤0.01% 714
2022
Q3 		$529K Buy
7,659
+5,269
+220% +$421K 0.01% 519
2022
Q2 		$200K Buy
2,390
+311
+15% +$34.8K ﹤0.01% 685
2022
Q1 		$342K Sell
2,079
-18
-0.9% -$3.28K ﹤0.01% 549
2021
Q4 		$552K Buy
2,097
+394
+23% +$118K 0.01% 431
2021
Q3 		$543K Sell
1,703
-114
-6% -$41.5K 0.01% 574
2021
Q2 		$716K Buy
1,817
+282
+18% +$97.9K 0.01% 474
2021
Q1 		$523K Buy
1,535
+12
+0.8% +$4.5K 0.01% 506
2020
Q4 		$516K Buy
+1,523
New +$476K 0.01% 468
2020
Q2 		– Sell
-4,336
Closed -$388K – 677
2020
Q1 		$388K Buy
+4,336
New +$476K 0.01% 350

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return