Arthedge Capital Management’s Twilio TWLO Stock Holding History

Arthedge Capital Management’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
2024 Q3	–	Sell	-13,390	Closed	-$761K	–	12
2024 Q2	$761K	Sell	13,390 -75,300	-85%	-$4.44M	0.5%	12
2024 Q1	$5.42M	Hold	88,690	–	–	3.31%	10
2023 Q4	$6.73M	Hold	88,690	–	–	4.37%	9
2023 Q3	$5.19M	Hold	88,690	–	–	4.39%	9
2023 Q2	$5.64M	Hold	88,690	–	–	4.63%	9
2023 Q1	$5.91M	Buy	88,690 +5,000	+6%	+$308K	6%	8
2022 Q4	$4.1M	Buy	83,690 +6,000	+8%	+$341K	5.22%	8
2022 Q3	$5.37M	Hold	77,690	–	–	5.48%	9
2022 Q2	$6.51M	Hold	77,690	–	–	6.89%	7
2022 Q1	$12.8M	Hold	77,690	–	–	8.16%	5
2021 Q4	$20.5M	Hold	77,690	–	–	9.64%	3
2021 Q3	$24.8M	Hold	77,690	–	–	11.3%	1
2021 Q2	$30.6M	Hold	77,690	–	–	13.4%	1
2021 Q1	$26.5M	Hold	77,690	–	–	14.46%	1
2020 Q4	$20.3M	Buy	+77,690	New	+$24.3M	18.11%	2

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Arthedge Capital Management's TWLO Position: Q3 2024 in Review

Arthedge Capital Management sold out of Twilio (TWLO) in Q3 2024, closing a stake of 13,390 shares — an estimated $761K sold.

Arthedge Capital Management first reported a position in TWLO in Q4 2020 and held it in 15 quarters. The position peaked at $30.6M in Q2 2021. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Arthedge Capital Management reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
Arthedge Capital Management sold 13,390 Twilio shares in Q3 2024, an estimated $761K.
Arthedge Capital Management first reported a position in Twilio in Q4 2020 and held it in 15 quarters.
Arthedge Capital Management's Twilio position peaked at $30.6M in Q2 2021.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Arthedge Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.