WFA
TWLO icon

Wellspring Financial Advisors’s Twilio TWLO Stock Holding History

Wellspring Financial 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 		$717K Buy
3,482
+78
+2% +$13.8K 0.05% 133
2026
Q1 		$428K Buy
+3,404
New +$419K 0.03% 172

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 $3.37T AUM 44.26% 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

Wellspring Financial Advisors's TWLO Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Twilio (TWLO) stake by 2.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,482 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #133.

Wellspring Financial Advisors first reported a position in TWLO in Q1 2026 and has held it in 2 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Wellspring Financial Advisors held 3,482 shares of Twilio worth $717K as of Q2 2026.
  • Wellspring Financial Advisors bought 78 Twilio shares in Q2 2026, an estimated $13.8K.
  • Twilio made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Wellspring Financial Advisors first reported a position in Twilio in Q1 2026 and has held it in 2 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.