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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
Q2 		$299K Sell
1,450
-427
-23% -$75.7K ﹤0.01% 1420
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Waverly Advisors's TWLO Position: Q2 2026 in Review

Waverly Advisors reduced its Twilio (TWLO) stake by 23% in Q2 2026, selling an estimated $75.7K and leaving 1,450 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Waverly Advisors first reported a position in TWLO in Q4 2024 and has held it in 5 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Waverly Advisors held 1,450 shares of Twilio worth $299K as of Q2 2026.
  • Waverly Advisors sold 427 Twilio shares in Q2 2026, an estimated $75.7K.
  • Twilio made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1420 holding.
  • Waverly Advisors first reported a position in Twilio in Q4 2024 and has held it in 5 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.