TF
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TLWM Financial’s Twilio TWLO Stock Holding History

TLWM Financial’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 		$2M Sell
9,684
-136
-1% -$24.1K 0.32% 26
2026
Q1 		$1.24M Buy
9,820
+405
+4% +$49.8K 0.22% 34
2025
Q4 		$1.34M Sell
9,415
-29
-0.3% -$3.59K 0.25% 35
2025
Q3 		$945K Buy
+9,444
New +$1.06M 0.17% 49

Other funds holding TWLO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TLWM Financial's TWLO Position: Q2 2026 in Review

TLWM Financial reduced its Twilio (TWLO) stake by 1.4% in Q2 2026, selling an estimated $24.1K and leaving 9,684 shares worth $2M. The position accounts for 0.32% of the portfolio, ranked #26.

TLWM Financial first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • TLWM Financial held 9,684 shares of Twilio worth $2M as of Q2 2026.
  • TLWM Financial sold 136 Twilio shares in Q2 2026, an estimated $24.1K.
  • Twilio made up 0.32% of TLWM Financial's portfolio in Q2 2026, its #26 holding.
  • TLWM Financial first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.