TCA
TWLO icon

Transcend Capital Advisors’s Twilio TWLO Stock Holding History

Transcend Capital 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
2025
Q3 		– Sell
-1,711
Closed -$213K – 724
2025
Q2 		$213K Buy
+1,711
New +$182K 0.02% 569
2024
Q4 		– Sell
-3,807
Closed -$248K – 635
2024
Q3 		$248K Hold
3,807
– – 0.02% 521
2024
Q2 		$216K Sell
3,807
-5
-0.1% -$295 0.02% 539
2024
Q1 		$233K Sell
3,812
-1,622
-30% -$107K 0.02% 471
2023
Q4 		$412K Buy
5,434
+123
+2% +$7.67K 0.04% 336
2023
Q3 		$311K Hold
5,311
– – 0.03% 366
2023
Q2 		$338K Hold
5,311
– – 0.03% 350
2023
Q1 		$354K Hold
5,311
– – 0.04% 335
2022
Q4 		$260K Buy
+5,311
New +$302K 0.03% 392

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return