ACM
TWLO icon

Avalon Capital Management’s Twilio TWLO Stock Holding History

Avalon 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
2025
Q1 		– Sell
-3,472
Closed -$375K – 152
2024
Q4 		$375K Hold
3,472
– – 0.12% 97
2024
Q3 		$226K Buy
+3,472
New +$208K 0.07% 121
2024
Q2 		– Sell
-3,472
Closed -$212K – 127
2024
Q1 		$212K Hold
3,472
– – 0.09% 94
2023
Q4 		$263K Buy
+3,472
New +$216K 0.11% 79

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avalon Capital Management's TWLO Position: Q1 2025 in Review

Avalon Capital Management sold out of Twilio (TWLO) in Q1 2025, closing a stake of 3,472 shares — an estimated $375K sold.

Avalon Capital Management first reported a position in TWLO in Q4 2023 and held it in 4 quarters. The position peaked at $375K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Avalon Capital Management reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Avalon Capital Management sold 3,472 Twilio shares in Q1 2025, an estimated $375K.
  • Avalon Capital Management first reported a position in Twilio in Q4 2023 and held it in 4 quarters.
  • Avalon Capital Management's Twilio position peaked at $375K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.