Conway Capital Management’s Twilio TWLO Stock Holding History

Conway 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
2022 Q2	–	Sell	-1,635	Closed	-$269K	–	62
2022 Q1	$269K	Sell	1,635 -1,180	-42%	-$215K	0.17%	49
2021 Q4	$741K	Sell	2,815 -530	-16%	-$159K	0.44%	30
2021 Q3	$1.07M	Buy	3,345 +115	+4%	+$41.9K	0.72%	29
2021 Q2	$1.27M	Sell	3,230 -1,100	-25%	-$382K	0.87%	23
2021 Q1	$1.48M	Buy	4,330 +625	+17%	+$234K	1.1%	18
2020 Q4	$1.25M	Buy	+3,705	New	+$1.16M	0.92%	20

Other funds holding TWLO

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

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

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

AIM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

GIM

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

NAMA

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

Conway Capital Management's TWLO Position: Q2 2022 in Review

Conway Capital Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,635 shares — an estimated $269K sold.

Conway Capital Management first reported a position in TWLO in Q4 2020 and held it in 6 quarters. The position peaked at $1.48M in Q1 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Conway Capital Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Conway Capital Management sold 1,635 Twilio shares in Q2 2022, an estimated $269K.
Conway Capital Management first reported a position in Twilio in Q4 2020 and held it in 6 quarters.
Conway Capital Management's Twilio position peaked at $1.48M in Q1 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Conway Capital Management's 13F filing for Q2 2022, filed 3 Dec 2024.