ACM
TWLO icon

Ashe Capital Management’s Twilio TWLO Stock Holding History

Ashe 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
2020
Q2 		– Sell
-718,936
Closed -$64.3M – 12
2020
Q1 		$64.3M Buy
718,936
+307,836
+75% +$33.8M 5.96% 7
2019
Q4 		$40.4M Buy
+411,100
New +$42M 3.08% 9

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ashe Capital Management's TWLO Position: Q2 2020 in Review

Ashe Capital Management sold out of Twilio (TWLO) in Q2 2020, closing a stake of 718,936 shares — an estimated $64.3M sold.

Ashe Capital Management first reported a position in TWLO in Q4 2019 and held it in 2 quarters. The position peaked at $64.3M in Q1 2020. 677 funds tracked by Wall St. Rank hold TWLO as of Q2 2020.

  • Ashe Capital Management reported no remaining Twilio position as of Q2 2020 after selling out during the quarter.
  • Ashe Capital Management sold 718,936 Twilio shares in Q2 2020, an estimated $64.3M.
  • Ashe Capital Management first reported a position in Twilio in Q4 2019 and held it in 2 quarters.
  • Ashe Capital Management's Twilio position peaked at $64.3M in Q1 2020.
  • 677 funds tracked by Wall St. Rank held Twilio as of Q2 2020.

Based on Ashe Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.