Adage Capital Partners’s Twilio TWLO Stock Holding History

Adage Capital Partners’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 Q1	–	Sell	-35,000	Closed	-$3.78M	–	946
2024 Q4	$3.78M	Buy	+35,000	New	+$3.2M	0.01%	742
2023 Q2	–	Sell	-125,000	Closed	-$8.33M	–	932
2023 Q1	$8.33M	Buy	+125,000	New	+$7.71M	0.02%	649
2021 Q3	–	Sell	-20,000	Closed	-$7.88M	–	1070
2021 Q2	$7.88M	Sell	20,000 -2,500	-11%	-$868K	0.02%	757
2021 Q1	$7.67M	Buy	22,500 +12,500	+125%	+$4.68M	0.02%	739
2020 Q4	$3.38M	Buy	+10,000	New	+$3.12M	0.01%	718
2019 Q3	–	Sell	-50,000	Closed	-$6.82M	–	763
2019 Q2	$6.82M	Buy	50,000 +10,000	+25%	+$1.33M	0.02%	577
2019 Q1	$5.17M	Buy	40,000 +10,000	+33%	+$1.13M	0.01%	604
2018 Q4	$2.68M	Buy	+30,000	New	+$2.44M	0.01%	652

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Adage Capital Partners's TWLO Position: Q1 2025 in Review

Adage Capital Partners sold out of Twilio (TWLO) in Q1 2025, closing a stake of 35,000 shares — an estimated $3.78M sold.

Adage Capital Partners first reported a position in TWLO in Q4 2018 and held it in 8 quarters. The position peaked at $8.33M in Q1 2023. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Adage Capital Partners reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Adage Capital Partners sold 35,000 Twilio shares in Q1 2025, an estimated $3.78M.
Adage Capital Partners first reported a position in Twilio in Q4 2018 and held it in 8 quarters.
Adage Capital Partners's Twilio position peaked at $8.33M in Q1 2023.
776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Adage Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.