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Toth Financial Advisory’s Twilio TWLO Stock Holding History

Toth Financial Advisory’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
Q3 		$328K Buy
+1,121
New +$255K 0.03% 199
2026
Q2 		– Sell
-2
Closed -$252 – 1011
2026
Q1 		$252 Hold
2
– – ﹤0.01% 866
2025
Q4 		$285 Buy
+2
New +$248 ﹤0.01% 835
2025
Q3 		– Sell
-17
Closed -$2.12K – 832
2025
Q2 		$2.12K Buy
+17
New +$1.81K ﹤0.01% 634
2024
Q3 		– Sell
-50
Closed -$2.84K – 775
2024
Q2 		$2.84K Hold
50
– – ﹤0.01% 574
2024
Q1 		$3.06K Hold
50
– – ﹤0.01% 565
2023
Q4 		$3.79K Hold
50
– – ﹤0.01% 560
2023
Q3 		$2.93K Hold
50
– – ﹤0.01% 598
2023
Q2 		$3.18K Sell
50
-80
-62% -$4.72K ﹤0.01% 591
2023
Q1 		$8.66K Buy
130
+80
+160% +$4.93K ﹤0.01% 478
2022
Q4 		$2.45K Hold
50
– – ﹤0.01% 573
2022
Q3 		$3K Hold
50
– – ﹤0.01% 614
2022
Q2 		$4K Hold
50
– – ﹤0.01% 537
2022
Q1 		$8K Sell
50
-7
-12% -$1.28K ﹤0.01% 504
2021
Q4 		$15K Hold
57
– – ﹤0.01% 438
2021
Q3 		$18K Buy
57
+50
+714% +$18.2K ﹤0.01% 412
2021
Q2 		$3K Hold
7
– – ﹤0.01% 566
2021
Q1 		$2K Buy
+7
New +$2.62K ﹤0.01% 615
2020
Q2 		– Sell
-50
Closed -$4K – 606
2020
Q1 		$4K Hold
50
– – ﹤0.01% 354
2019
Q4 		$5K Hold
50
– – ﹤0.01% 365
2019
Q3 		$5K Hold
50
– – ﹤0.01% 363
2019
Q2 		$7K Hold
50
– – ﹤0.01% 345
2019
Q1 		$6K Hold
50
– – ﹤0.01% 339
2018
Q4 		$4K Hold
50
– – ﹤0.01% 350
2018
Q3 		$4K Hold
50
– – ﹤0.01% 377
2018
Q2 		$3K Hold
50
– – ﹤0.01% 382
2018
Q1 		$2K Hold
50
– – ﹤0.01% 405
2017
Q4 		$1K Buy
+50
New +$1.4K ﹤0.01% 423

Other funds holding TWLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's TWLO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Twilio (TWLO) in Q3 2026: 1,121 shares worth $328K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in TWLO as recently as Q1 2026.

Toth Financial Advisory first reported a position in TWLO in Q4 2017 and has held it in 28 quarters since. 41 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Toth Financial Advisory held 1,121 shares of Twilio worth $328K as of Q3 2026.
  • Twilio was a new Toth Financial Advisory position in Q3 2026.
  • Twilio made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #199 holding.
  • Toth Financial Advisory first reported a position in Twilio in Q4 2017 and has held it in 28 quarters since.
  • 41 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.