Erste Asset Management’s Twilio TWLO Stock Holding History

Erste Asset 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
2025 Q3	–	Sell	-4,222	Closed	-$475K	–	838
2025 Q2	$514K	Buy	+4,222	New	+$449K	﹤0.01%	625
2023 Q2	–	Sell	-80,000	Closed	-$4.72M	–	600
2023 Q1	$5.07M	Buy	+80,000	New	+$4.93M	0.1%	208
2021 Q3	–	Sell	-6,000	Closed	-$2.18M	–	528
2021 Q2	$2.36M	Hold	6,000	–	–	0.05%	270
2021 Q1	$2.04M	Buy	6,000 +3,000	+100%	+$1.12M	0.05%	264
2020 Q4	$1.05M	Hold	3,000	–	–	0.03%	330
2020 Q3	$741K	Sell	3,000 -7,000	-70%	-$1.73M	0.03%	326
2020 Q2	$2.19M	Sell	10,000 -20,000	-67%	-$3.21M	0.09%	221
2020 Q1	$2.68M	Buy	+30,000	New	+$3.29M	0.16%	160

Other funds holding TWLO

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Erste Asset Management's TWLO Position: Q3 2025 in Review

Erste Asset Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 4,222 shares — an estimated $475K sold.

Erste Asset Management first reported a position in TWLO in Q1 2020 and held it in 8 quarters. The position peaked at $5.07M in Q1 2023. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Erste Asset Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Erste Asset Management sold 4,222 Twilio shares in Q3 2025, an estimated $475K.
Erste Asset Management first reported a position in Twilio in Q1 2020 and held it in 8 quarters.
Erste Asset Management's Twilio position peaked at $5.07M in Q1 2023.
776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.