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TWLO Holdings Changes image
This page summarizes the TWLO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether TWLO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing TWLO Share Count
Robeco Institutional Asset Management B.V. 1,339 107,251 +105,912 +7909.78%
MV Capital Management Inc. 2 10 +8 +400.00%
Activest Wealth Management 122 522 +400 +327.87%
Newbridge Financial Services Group Inc. 802 2,798 +1,996 +248.88%
Versant Capital Management Inc 99 208 +109 +110.10%
Royal Fund Management LLC 18,408 37,608 +19,200 +104.30%
Lecap Asset Management Ltd. 30,262 58,928 +28,666 +94.73%
Steel Peak Wealth Management LLC 4,448 7,808 +3,360 +75.54%
AdvisorNet Financial Inc 44 75 +31 +70.45%
Venturi Wealth Management LLC 212 357 +145 +68.40%
Cambridge Investment Research Advisors Inc. 19,241 32,002 +12,761 +66.32%
Horrell Capital Management Inc. 20,000 30,000 +10,000 +50.00%
Austin Private Wealth LLC 2,942 4,227 +1,285 +43.68%
GAMMA Investing LLC 268 374 +106 +39.55%
180 Wealth Advisors LLC 41,432 53,633 +12,201 +29.45%
Fifth Third Bancorp 652 841 +189 +28.99%
Zurcher Kantonalbank Zurich Cantonalbank 47,053 59,715 +12,662 +26.91%
International Assets Investment Management LLC 3,305 3,921 +616 +18.64%
Azzad Asset Management Inc. ADV 8,201 9,439 +1,238 +15.10%
TrueMark Investments LLC 15,333 17,400 +2,067 +13.48%
Blue Zone Wealth Advisors LLC 4,728 5,160 +432 +9.14%
CWM LLC 5,769 6,234 +465 +8.06%
Raymond James Financial Services Advisors Inc. 27,773 29,670 +1,897 +6.83%
Assenagon Asset Management S.A. 8,365 8,918 +553 +6.61%
Ausdal Financial Partners Inc. 3,319 3,505 +186 +5.60%
Washington Capital Management Inc. 9,300 9,800 +500 +5.38%
Flagship Harbor Advisors LLC 4,347 4,525 +178 +4.09%
SJS Investment Consulting Inc. 110 112 +2 +1.82%
Triumph Capital Management 3,706 3,766 +60 +1.62%
Fjarde AP Fonden Fourth Swedish National Pension Fund 39,892 40,392 +500 +1.25%
Wealthcare Advisory Partners LLC 5,113 5,159 +46 +0.90%
Carolina Wealth Advisors LLC 8,597 8,625 +28 +0.33%
13F Filers Reporting New Positions In TWLO
GoalVest Advisory LLC 0 0 UNCH 100%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 60,936 +60,936 +100%
Westend Capital Management LLC 0 569 +569 +100%
IMC Chicago LLC 0 50,652 +50,652 +100%
Mather Group LLC. 0 15 +15 +100%
Riverview Trust Co 0 262 +262 +100%
First PREMIER Bank 0 31 +31 +100%
Horizon Financial Services LLC 0 25 +25 +100%
Polianta Ltd 0 19,300 +19,300 +100%
Sound Income Strategies LLC 0 75 +75 +100%
Future Financial Wealth Managment LLC 0 250 +250 +100%
Opal Wealth Advisors LLC 0 3 +3 +100%
Eagle Strategies LLC 0 11,980 +11,980 +100%
Range Financial Group LLC 0 10,032 +10,032 +100%
PFG Investments LLC 0 6,210 +6,210 +100%
nVerses Capital LLC 0 100 +100 +100%
Financial Synergies Wealth Advisors Inc. 0 12 +12 +100%
13F Filers With Unchanged Share Count
City Holding Co. 15 15 UNCH 0.00%
State of Michigan Retirement System 3,800 3,800 UNCH 0.00%
NBC Securities Inc. 40 40 UNCH 0.00%
Toth Financial Advisory Corp 50 50 UNCH 0.00%
Salem Investment Counselors Inc. 60 60 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1,510 1,510 UNCH 0.00%
Optimum Investment Advisors 605 605 UNCH 0.00%
Adirondack Trust Co. 113 113 UNCH 0.00%
Harbor Investment Advisory LLC 1,989 1,989 UNCH 0.00%
Asset Dedication LLC 69 69 UNCH 0.00%
David R. Rahn & Associates Inc. 3,472 3,472 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 200 200 UNCH 0.00%
Capital Advisors Ltd. LLC 436 436 UNCH 0.00%
JJJ Advisors Inc. 266 266 UNCH 0.00%
Gulf International Bank UK Ltd 14,315 14,315 UNCH 0.00%
CKW Financial Group 100 100 UNCH 0.00%
RJA Asset Management LLC 189,682 189,682 UNCH 0.00%
Neumann Advisory Hong Kong Ltd 361,884 361,884 UNCH 0.00%
Global Trust Asset Management LLC 1,542 1,542 UNCH 0.00%
Carmichael Hill & Associates Inc. 58 58 UNCH 0.00%
West Branch Capital LLC 10 10 UNCH 0.00%
Prestige Wealth Management Group LLC 12 12 UNCH 0.00%
Maryland State Retirement & Pension System 12,921 12,921 UNCH 0.00%
CVA Family Office LLC 153 153 UNCH 0.00%
RMR Wealth Builders 10,391 10,391 UNCH 0.00%
Gleason Group Inc. 50 50 UNCH 0.00%
Rise Advisors LLC 72 72 UNCH 0.00%
Wolff Wiese Magana LLC 58 58 UNCH 0.00%
Iron Horse Wealth Management LLC 64 64 UNCH 0.00%
Stonegate Investment Group LLC 20,045 20,045 UNCH 0.00%
Oak Harbor Wealth Partners LLC 3,800 3,800 UNCH 0.00%
Global Wealth Strategies & Associates 233 233 UNCH 0.00%
Armstrong Advisory Group Inc. 22 22 UNCH 0.00%
V Square Quantitative Management LLC 1,954 1,954 UNCH 0.00%
Mendota Financial Group LLC 7 7 UNCH 0.00%
Financial Perspectives Inc 13 13 UNCH 0.00%
Bruce G. Allen Investments LLC 23 23 UNCH 0.00%
Jamison Private Wealth Management Inc. 334 334 UNCH 0.00%
13F Filers Decreasing TWLO Share Count
Exchange Traded Concepts LLC 30,278 91 -30,187 -99.70%
Spire Wealth Management 3,917 35 -3,882 -99.11%
First Horizon Advisors Inc. 1,081 18 -1,063 -98.33%
ARK Investment Management LLC 7,130,187 942,642 -6,187,545 -86.78%
Banque Cantonale Vaudoise 17,667 3,023 -14,644 -82.89%
Cutler Group LP 15,346 3,505 -11,841 -77.16%
Oak Thistle LLC 12,953 3,563 -9,390 -72.49%
Private Trust Co. NA 295 94 -201 -68.14%
DekaBank Deutsche Girozentrale 94,308 32,016 -62,292 -66.05%
Xcel Wealth Management LLC 10,421 4,440 -5,981 -57.39%
Sumitomo Mitsui Trust Holdings Inc. 6,046,445 2,778,028 -3,268,417 -54.06%
Wealthfront Advisers LLC 22,301 11,132 -11,169 -50.08%
Sage Rhino Capital LLC 11,528 6,380 -5,148 -44.66%
Massmutual Trust Co. FSB ADV 20 12 -8 -40.00%
Allspring Global Investments Holdings LLC 1,322 828 -494 -37.37%
Amalgamated Bank 15,203 9,911 -5,292 -34.81%
Allworth Financial LP 1,744 1,184 -560 -32.11%
Simplex Trading LLC 110,977 80,914 -30,063 -27.09%
Lindbrook Capital LLC 762 559 -203 -26.64%
DNB Asset Management AS 33,852 24,849 -9,003 -26.60%
Raymond James & Associates 37,150 29,329 -7,821 -21.05%
Kovack Advisors Inc. 7,729 6,147 -1,582 -20.47%
GHP Investment Advisors Inc. 250 200 -50 -20.00%
Bank of New York Mellon Corp 3,905,157 3,318,740 -586,417 -15.02%
Valley National Advisers Inc. 75 65 -10 -13.33%
Sunbelt Securities Inc. 343 302 -41 -11.95%
Miracle Mile Advisors LLC 9,916 8,932 -984 -9.92%
Wetzel Investment Advisors Inc. 1,300 1,180 -120 -9.23%
Veriti Management LLC 6,946 6,322 -624 -8.98%
Pacific Heights Asset Management LLC 202,000 185,000 -17,000 -8.42%
Tsfg LLC 153 142 -11 -7.19%
KRS Capital Management LLC 6,690 6,290 -400 -5.98%
Twin Peaks Wealth Advisors LLC 5,665 5,412 -253 -4.47%
Capital Investment Advisory Services LLC 5,076 4,876 -200 -3.94%
Selective Wealth Management Inc. 74,949 72,642 -2,307 -3.08%
Wealth Enhancement Advisory Services LLC 5,135 5,023 -112 -2.18%
Clay Northam Wealth Management LLC 7,001 6,936 -65 -0.93%
IFM Investors Pty Ltd 41,331 41,184 -147 -0.36%
Global Retirement Partners LLC 624 622 -2 -0.32%
Green Alpha Advisors LLC 10,586 10,552 -34 -0.32%
Kinneret Advisory LLC 6,171 6,152 -19 -0.31%
13F Filers Exiting TWLO
Voisard Asset Management Group Inc. 33 0 -33 -100.00%
BKM Wealth Management LLC 75 0 -75 -100.00%
Arlington Trust Co LLC 38 0 -38 -100.00%
Financial Freedom LLC 34 0 -34 -100.00%
Cyndeo Wealth Partners LLC 5,085 0 -5,085 -100.00%
DGS Capital Management LLC 2,694 0 -2,694 -100.00%
Annapolis Financial Services LLC 10 0 -10 -100.00%
Legal Advantage Investments Inc. 6,405 0 -6,405 -100.00%
Tennessee Valley Asset Management Partners 7 0 -7 -100.00%
CFM Wealth Partners LLC 4,377 0 -4,377 -100.00%
Bfsg LLC 10 0 -10 -100.00%
Meridian Wealth Management LLC 11,618 0 -11,618 -100.00%
Juncture Wealth Strategies LLC 7,197 0 -7,197 -100.00%
Stratos Wealth Partners LTD. 3,339 0 -3,339 -100.00%
Friedenthal Financial 608 0 -608 -100.00%
Alpha Cubed Investments LLC 18,915 0 -18,915 -100.00%
Strategic Advisors LLC 6,500 0 -6,500 -100.00%
AMF Pensionsforsakring AB 87,901 0 -87,901 -100.00%
Gradient Investments LLC 48 0 -48 -100.00%
Diversified Trust Co 2,836 0 -2,836 -100.00%
Hodges Capital Management Inc. 216,850 0 -216,850 -100.00%
Los Angeles Capital Management & Equity Research Inc. 26,581 0 -26,581 -100.00%
Bourgeon Capital Management LLC 200 0 -200 -100.00%
Baldwin Brothers Inc. MA 41 0 -41 -100.00%
Doliver Advisors LP 2,893 0 -2,893 -100.00%
Moseley Investment Management Inc. 2,951 0 -2,951 -100.00%
Carret Asset Management LLC 3,075 0 -3,075 -100.00%

See Summary: Institutional Holders of TWLO
See Details: Top 10 Hedge Funds Holding TWLO
Also See: TWLO Insider Buying

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