Verdence Capital Advisors’s Twilio TWLO Stock Holding History

Verdence 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
2026 Q2	$1.06M	Sell	5,152 -451	-8%	-$80K	0.06%	291
2026 Q1	$705K	Sell	5,603 -5,538	-50%	-$681K	0.04%	354
2025 Q4	$1.58M	Buy	11,141 +277	+3%	+$34.3K	0.09%	193
2025 Q3	$1.24M	Buy	10,864 +1,392	+15%	+$157K	0.07%	268
2025 Q2	$1.18M	Buy	9,472 +1,924	+25%	+$205K	0.08%	240
2025 Q1	$739K	Buy	7,548 +2,909	+63%	+$345K	0.06%	291
2024 Q4	$501K	Buy	+4,639	New	+$424K	0.04%	355
2022 Q2	–	Sell	-2,140	Closed	-$353K	–	537
2022 Q1	$353K	Buy	2,140 +1,091	+104%	+$199K	0.04%	381
2021 Q4	$276K	Buy	1,049 +144	+16%	+$43.1K	0.03%	438
2021 Q3	$289K	Buy	905 +172	+23%	+$62.6K	0.04%	390
2021 Q2	$289K	Buy	+733	New	+$254K	0.04%	373
2021 Q1	–	Sell	-626	Closed	-$212K	–	449
2020 Q4	$212K	Buy	+626	New	+$196K	0.04%	380

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Verdence Capital Advisors's TWLO Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Twilio (TWLO) stake by 8% in Q2 2026, selling an estimated $80K and leaving 5,152 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #291.

Verdence Capital Advisors first reported a position in TWLO in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Verdence Capital Advisors held 5,152 shares of Twilio worth $1.06M as of Q2 2026.
Verdence Capital Advisors sold 451 Twilio shares in Q2 2026, an estimated $80K.
Twilio made up 0.06% of Verdence Capital Advisors's portfolio in Q2 2026, its #291 holding.
Verdence Capital Advisors first reported a position in Twilio in Q4 2020 and has held it in 12 quarters since.
Verdence Capital Advisors's Twilio position peaked at $1.58M in Q4 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.