Waverly Advisors’s Twilio TWLO Stock Holding History

Waverly 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 Q1	$236K	Buy	1,877 +11	+0.6%	+$1.35K	﹤0.01%	1424
2025 Q4	$265K	Buy	+1,866	New	+$231K	﹤0.01%	1266
2025 Q3	–	Sell	-1,925	Closed	-$239K	–	1321
2025 Q2	$239K	Buy	+1,925	New	+$205K	﹤0.01%	1061
2025 Q1	–	Sell	-1,858	Closed	-$201K	–	1131
2024 Q4	$201K	Buy	+1,858	New	+$170K	﹤0.01%	936

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Waverly Advisors's TWLO Position: Q1 2026 in Review

Waverly Advisors increased its Twilio (TWLO) stake by 0.59% in Q1 2026, buying an estimated $1.35K and bringing the position to 1,877 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Waverly Advisors first reported a position in TWLO in Q4 2024 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Waverly Advisors held 1,877 shares of Twilio worth $236K as of Q1 2026.
Waverly Advisors bought 11 Twilio shares in Q1 2026, an estimated $1.35K.
Twilio made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1424 holding.
Waverly Advisors first reported a position in Twilio in Q4 2024 and has held it in 4 quarters since.
Waverly Advisors's Twilio position peaked at $265K in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.