Baillie Gifford & Co
TWLO icon

Baillie Gifford & Co’s Twilio TWLO Stock Holding History

Baillie Gifford & Co’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
Q1 		– Sell
-3,863,887
Closed -$293M – 301
2023
Q4 		$293M Sell
3,863,887
-218,734
-5% -$13.6M 0.23% 85
2023
Q3 		$239M Sell
4,082,621
-77,625
-2% -$4.84M 0.22% 83
2023
Q2 		$265M Sell
4,160,246
-416,426
-9% -$24.6M 0.23% 84
2023
Q1 		$305M Sell
4,576,672
-2,193,951
-32% -$135M 0.28% 79
2022
Q4 		$331M Sell
6,770,623
-150,059
-2% -$8.54M 0.35% 69
2022
Q3 		$478M Buy
6,920,682
+891,897
+15% +$71.3M 0.49% 54
2022
Q2 		$505M Sell
6,028,785
-160,325
-3% -$17.9M 0.52% 55
2022
Q1 		$1.02B Sell
6,189,110
-266,958
-4% -$48.6M 0.72% 36
2021
Q4 		$1.7B Buy
6,456,068
+346,907
+6% +$104M 0.93% 28
2021
Q3 		$1.95B Buy
6,109,161
+284,171
+5% +$103M 1.02% 27
2021
Q2 		$2.3B Buy
5,824,990
+1,075,413
+23% +$373M 1.12% 22
2021
Q1 		$1.62B Buy
4,749,577
+1,757,505
+59% +$658M 0.91% 27
2020
Q4 		$1.01B Sell
2,992,072
-1,913
-0.1% -$598K 0.56% 43
2020
Q3 		$740M Buy
2,993,985
+925,048
+45% +$228M 0.51% 46
2020
Q2 		$454M Buy
+2,068,937
New +$332M 0.35% 54

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Baillie Gifford & Co's TWLO Position: Q1 2024 in Review

Baillie Gifford & Co sold out of Twilio (TWLO) in Q1 2024, closing a stake of 3,863,887 shares — an estimated $293M sold.

Baillie Gifford & Co first reported a position in TWLO in Q2 2020 and held it in 15 quarters. The position peaked at $2.3B in Q2 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Baillie Gifford & Co reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Baillie Gifford & Co sold 3,863,887 Twilio shares in Q1 2024, an estimated $293M.
  • Baillie Gifford & Co first reported a position in Twilio in Q2 2020 and held it in 15 quarters.
  • Baillie Gifford & Co's Twilio position peaked at $2.3B in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Baillie Gifford & Co's 13F filing for Q1 2024, filed 1 May 2024.