Corvex Management’s Twilio TWLO Stock Holding History

Corvex 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
2020 Q1	–	Sell	-64,732	Closed	-$6.36M	–	36
2019 Q4	$6.36M	Sell	64,732 -183,268	-74%	-$18.7M	0.29%	22
2019 Q3	$27.3M	Buy	+248,000	New	+$32.2M	1.35%	18

Other funds holding TWLO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Corvex Management's TWLO Position: Q1 2020 in Review

Corvex Management sold out of Twilio (TWLO) in Q1 2020, closing a stake of 64,732 shares — an estimated $6.36M sold.

Corvex Management first reported a position in TWLO in Q3 2019 and held it in 2 quarters. The position peaked at $27.3M in Q3 2019. 553 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

Corvex Management reported no remaining Twilio position as of Q1 2020 after selling out during the quarter.
Corvex Management sold 64,732 Twilio shares in Q1 2020, an estimated $6.36M.
Corvex Management first reported a position in Twilio in Q3 2019 and held it in 2 quarters.
Corvex Management's Twilio position peaked at $27.3M in Q3 2019.
553 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on Corvex Management's 13F filing for Q1 2020, filed 15 May 2020.