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DF Dent & Co’s Twilio TWLO Stock Holding History

DF Dent & Co’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
-343,464
Closed -$56.6M – 254
2022
Q1 		$56.6M Sell
343,464
-4,063
-1% -$740K 0.65% 45
2021
Q4 		$91.5M Buy
347,527
+60,921
+21% +$18.2M 0.92% 38
2021
Q3 		$91.4M Buy
286,606
+10,469
+4% +$3.81M 0.94% 39
2021
Q2 		$109M Sell
276,137
-221
-0.1% -$76.7K 1.16% 36
2021
Q1 		$94.2M Buy
276,358
+8,073
+3% +$3.02M 1.09% 37
2020
Q4 		$90.8M Buy
268,285
+4,725
+2% +$1.48M 1.05% 40
2020
Q3 		$65.1M Buy
263,560
+12,309
+5% +$3.03M 0.88% 38
2020
Q2 		$55.1M Sell
251,251
-24,059
-9% -$3.86M 0.83% 38
2020
Q1 		$24.6M Buy
275,310
+10,629
+4% +$1.17M 0.48% 41
2019
Q4 		$26M Buy
+264,681
New +$27M 0.44% 39

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
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

DF Dent & Co's TWLO Position: Q2 2022 in Review

DF Dent & Co sold out of Twilio (TWLO) in Q2 2022, closing a stake of 343,464 shares — an estimated $56.6M sold.

DF Dent & Co first reported a position in TWLO in Q4 2019 and held it in 10 quarters. The position peaked at $109M in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • DF Dent & Co reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • DF Dent & Co sold 343,464 Twilio shares in Q2 2022, an estimated $56.6M.
  • DF Dent & Co first reported a position in Twilio in Q4 2019 and held it in 10 quarters.
  • DF Dent & Co's Twilio position peaked at $109M in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on DF Dent & Co's 13F filing for Q2 2022, filed 15 Aug 2022.