Echo Street Capital Management’s Twilio TWLO Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-6,785	Closed	-$397K	–	394
2023 Q3	$397K	Buy	6,785 +1,025	+18%	+$63.9K	﹤0.01%	315
2023 Q2	$366K	Sell	5,760 -1,712	-23%	-$101K	﹤0.01%	343
2023 Q1	$498K	Buy	7,472 +3,083	+70%	+$190K	﹤0.01%	262
2022 Q4	$215K	Buy	+4,389	New	+$250K	﹤0.01%	459
2022 Q2	–	Sell	-1,809	Closed	-$298K	–	715
2022 Q1	$298K	Sell	1,809 -20	-1%	-$3.65K	﹤0.01%	502
2021 Q4	$482K	Buy	1,829 +189	+12%	+$56.5K	﹤0.01%	418
2021 Q3	$523K	Buy	1,640 +306	+23%	+$111K	﹤0.01%	400
2021 Q2	$526K	Buy	+1,334	New	+$463K	﹤0.01%	349
2021 Q1	–	Sell	-1,042	Closed	-$353K	–	603
2020 Q4	$353K	Buy	+1,042	New	+$326K	﹤0.01%	300
2020 Q3	–	Sell	-5,205	Closed	-$1.14M	–	353
2020 Q2	$1.14M	Buy	+5,205	New	+$836K	0.01%	243

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AIM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $7.07B AUM 50.91% 1-Year Est. Return

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

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

Echo Street Capital Management's TWLO Position: Q4 2023 in Review

Echo Street Capital Management sold out of Twilio (TWLO) in Q4 2023, closing a stake of 6,785 shares — an estimated $397K sold.

Echo Street Capital Management first reported a position in TWLO in Q2 2020 and held it in 10 quarters. The position peaked at $1.14M in Q2 2020. 660 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

Echo Street Capital Management reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,785 Twilio shares in Q4 2023, an estimated $397K.
Echo Street Capital Management first reported a position in Twilio in Q2 2020 and held it in 10 quarters.
Echo Street Capital Management's Twilio position peaked at $1.14M in Q2 2020.
660 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.