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CAPTRUST FINANCIAL ADVISORS: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on TWLO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 101,020 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,020 shares
    Change vs previous 13F -9,408 shares

    0.03% of the 13F portfolio, value $20,843,424.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 110,428 shares
    Change vs previous 13F -564,549 shares

    0.02% of the 13F portfolio, value $13,893,952.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 674,977 shares
    Change vs previous 13F +29,325 shares

    0.18% of the 13F portfolio, value $96,008,692.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 645,652 shares
    Change vs previous 13F +132,868 shares

    0.13% of the 13F portfolio, value $64,623,327.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 512,784 shares
    Change vs previous 13F +499,184 shares

    0.14% of the 13F portfolio, value $63,769,845.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,600 shares
    Change vs previous 13F -14,466 shares

    <0.01% of the 13F portfolio, value $1,331,604.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,066 shares
    Change vs previous 13F +6,709 shares

    0.01% of the 13F portfolio, value $3,033,365.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,392,899.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).