Wakefield Asset Management’s Twilio TWLO Stock Holding History

Wakefield Asset Management’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	-30,063	Closed	-$3.74M	–	219
2025 Q2	$3.74M	Buy	+30,063	New	+$3.2M	1.04%	28

Other funds holding TWLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wakefield Asset Management's TWLO Position: Q3 2025 in Review

Wakefield Asset Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 30,063 shares — an estimated $3.74M sold.

Wakefield Asset Management first reported a position in TWLO in Q2 2025 and held it in 1 quarter. The position peaked at $3.74M in Q2 2025. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Wakefield Asset Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Wakefield Asset Management sold 30,063 Twilio shares in Q3 2025, an estimated $3.74M.
Wakefield Asset Management first reported a position in Twilio in Q2 2025 and held it in 1 quarter.
Wakefield Asset Management's Twilio position peaked at $3.74M in Q2 2025.
776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Wakefield Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.