West Branch Capital’s Twilio TWLO Stock Holding History

West Branch Capital’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 Q4	–	Sell	-10	Closed	-$1.16K	–	465
2025 Q3	$1.16K	Hold	10	–	–	﹤0.01%	375
2025 Q2	$1.16K	Hold	10	–	–	﹤0.01%	388
2025 Q1	$980	Hold	10	–	–	﹤0.01%	416
2024 Q4	$1.08K	Hold	10	–	–	﹤0.01%	399
2024 Q3	$653	Hold	10	–	–	﹤0.01%	403
2024 Q2	$569	Hold	10	–	–	﹤0.01%	406
2024 Q1	$612	Hold	10	–	–	﹤0.01%	394
2023 Q4	$759	Hold	10	–	–	﹤0.01%	414
2023 Q3	$586	Hold	10	–	–	﹤0.01%	407
2023 Q2	$637	Hold	10	–	–	﹤0.01%	410
2023 Q1	$667	Hold	10	–	–	﹤0.01%	414
2022 Q4	$490	Hold	10	–	–	﹤0.01%	421
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	434
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	414
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	392
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	408
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	383
2021 Q2	$4K	Buy	+10	New	+$3.47K	﹤0.01%	391
2019 Q1	–	Sell	-2,500	Closed	-$223K	–	86
2018 Q4	$223K	Buy	+2,500	New	+$203K	0.23%	67

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SHCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Branch Capital's TWLO Position: Q4 2025 in Review

West Branch Capital sold out of Twilio (TWLO) in Q4 2025, closing a stake of 10 shares — an estimated $1.16K sold.

West Branch Capital first reported a position in TWLO in Q4 2018 and held it in 19 quarters. The position peaked at $223K in Q4 2018. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

West Branch Capital reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 10 Twilio shares in Q4 2025, an estimated $1.16K.
West Branch Capital first reported a position in Twilio in Q4 2018 and held it in 19 quarters.
West Branch Capital's Twilio position peaked at $223K in Q4 2018.
872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.