Cipher Capital’s Twilio TWLO Stock Holding History

Cipher Capital’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
2023 Q2	–	Sell	-5,294	Closed	-$353K	–	713
2023 Q1	$353K	Buy	+5,294	New	+$327K	0.07%	374
2021 Q2	$220K	Buy	+558	New	+$194K	0.12%	259
2020 Q2	–	Sell	-4,526	Closed	-$405K	–	614
2020 Q1	$405K	Buy	+4,526	New	+$497K	0.15%	217
2019 Q3	–	Sell	-2,927	Closed	-$399K	–	667
2019 Q2	$399K	Buy	+2,927	New	+$390K	0.03%	413
2019 Q1	–	Sell	-5,773	Closed	-$515K	–	682
2018 Q4	$515K	Buy	5,773 +1,798	+45%	+$146K	0.07%	345
2018 Q3	$343K	Buy	+3,975	New	+$291K	0.06%	330
2018 Q2	–	Sell	-15,326	Closed	-$585K	–	657
2018 Q1	$585K	Buy	+15,326	New	+$485K	0.07%	375
2017 Q1	–	Sell	-45,164	Closed	-$1.3M	–	699
2016 Q4	$1.3M	Buy	+45,164	New	+$1.69M	0.09%	364

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cipher Capital's TWLO Position: Q2 2023 in Review

Cipher Capital sold out of Twilio (TWLO) in Q2 2023, closing a stake of 5,294 shares — an estimated $353K sold.

Cipher Capital first reported a position in TWLO in Q4 2016 and held it in 8 quarters. The position peaked at $1.3M in Q4 2016. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Cipher Capital reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Cipher Capital sold 5,294 Twilio shares in Q2 2023, an estimated $353K.
Cipher Capital first reported a position in Twilio in Q4 2016 and held it in 8 quarters.
Cipher Capital's Twilio position peaked at $1.3M in Q4 2016.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Cipher Capital's 13F filing for Q2 2023, filed 14 Aug 2023.