ClearBridge Investments’s Twilio TWLO Stock Holding History

ClearBridge Investments’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
2022 Q1	–	Sell	-165,896	Closed	-$43.7M	–	812
2021 Q4	$43.7M	Buy	165,896 +68,396	+70%	+$20.5M	0.03%	384
2021 Q3	$31.2M	Buy	97,500 +55,200	+130%	+$20.1M	0.02%	428
2021 Q2	$16.7M	Buy	+42,300	New	+$14.7M	0.01%	543
2019 Q4	–	Sell	-187,756	Closed	-$20.6M	–	1143
2019 Q3	$20.6M	Buy	187,756 +34,095	+22%	+$4.42M	0.02%	421
2019 Q2	$21M	Sell	153,661 -2,000	-1%	-$266K	0.02%	425
2019 Q1	$20.1M	Buy	+155,661	New	+$17.5M	0.02%	424

Other funds holding TWLO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

ClearBridge Investments's TWLO Position: Q1 2022 in Review

ClearBridge Investments sold out of Twilio (TWLO) in Q1 2022, closing a stake of 165,896 shares — an estimated $43.7M sold.

ClearBridge Investments first reported a position in TWLO in Q1 2019 and held it in 6 quarters. The position peaked at $43.7M in Q4 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

ClearBridge Investments reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
ClearBridge Investments sold 165,896 Twilio shares in Q1 2022, an estimated $43.7M.
ClearBridge Investments first reported a position in Twilio in Q1 2019 and held it in 6 quarters.
ClearBridge Investments's Twilio position peaked at $43.7M in Q4 2021.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on ClearBridge Investments's 13F filing for Q1 2022, filed 13 May 2022.