Bayesian Capital Management’s Twilio TWLO Stock Holding History

Bayesian 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	-6,915	Closed	-$393K	–	1043
2024 Q2	$393K	Buy	+6,915	New	+$408K	0.05%	431
2023 Q4	–	Sell	-104,800	Closed	-$6.13M	–	1038
2023 Q3	$6.13M	Buy	104,800 +80,700	+335%	+$5.03M	0.7%	25
2023 Q2	$1.53M	Sell	24,100 -22,400	-48%	-$1.32M	0.16%	173
2023 Q1	$3.1M	Buy	+46,500	New	+$2.87M	0.38%	63
2022 Q2	–	Sell	-7,100	Closed	-$1.17M	–	1084
2022 Q1	$1.17M	Buy	+7,100	New	+$1.29M	0.17%	174
2019 Q4	–	Sell	-10,101	Closed	-$1.11M	–	757
2019 Q3	$1.11M	Buy	+10,101	New	+$1.31M	0.21%	124
2019 Q2	–	Sell	-12,375	Closed	-$1.6M	–	677
2019 Q1	$1.6M	Sell	12,375 -16,125	-57%	-$1.82M	0.31%	97
2018 Q4	$2.54M	Sell	28,500 -6,900	-19%	-$561K	0.52%	36
2018 Q3	$3.05M	Sell	35,400 -3,100	-8%	-$227K	0.5%	42
2018 Q2	$2.16M	Buy	38,500 +9,700	+34%	+$480K	0.49%	43
2018 Q1	$1.1M	Buy	+28,800	New	+$912K	0.28%	106
2017 Q4	–	Sell	-28,900	Closed	-$863K	–	733
2017 Q3	$863K	Buy	+28,900	New	+$866K	0.21%	156

Other funds holding TWLO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM