First Manhattan’s Twilio TWLO Stock Holding History

First Manhattan’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
2024 Q1	–	Sell	-7	Closed	-$531	–	1494
2023 Q4	$531	Buy	+7	New	+$436	﹤0.01%	1361
2023 Q3	–	Sell	-73	Closed	-$4.64K	–	1570
2023 Q2	$4.64K	Buy	+73	New	+$4.31K	﹤0.01%	1240
2022 Q1	–	Sell	-21	Closed	-$5K	–	1689
2021 Q4	$5K	Buy	21 +11	+110%	+$3.29K	﹤0.01%	1380
2021 Q3	$3K	Sell	10 -122	-92%	-$44.4K	﹤0.01%	1495
2021 Q2	$52K	Hold	132	–	–	﹤0.01%	979
2021 Q1	$44K	Hold	132	–	–	﹤0.01%	984
2020 Q4	$44K	Hold	132	–	–	﹤0.01%	927
2020 Q3	$32K	Hold	132	–	–	﹤0.01%	951
2020 Q2	$28K	Hold	132	–	–	﹤0.01%	973
2020 Q1	$11K	Buy	132 +98	+288%	+$10.8K	﹤0.01%	1127
2019 Q4	$3K	Hold	34	–	–	﹤0.01%	1238
2019 Q3	$3K	Hold	34	–	–	﹤0.01%	1248
2019 Q2	$4K	Buy	+34	New	+$4.53K	﹤0.01%	1266

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $116B AUM 61.47% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

SHCM

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

First Manhattan's TWLO Position: Q1 2024 in Review

First Manhattan sold out of Twilio (TWLO) in Q1 2024, closing a stake of 7 shares — an estimated $531 sold.

First Manhattan first reported a position in TWLO in Q2 2019 and held it in 13 quarters. The position peaked at $52K in Q2 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

First Manhattan reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 7 Twilio shares in Q1 2024, an estimated $531.
First Manhattan first reported a position in Twilio in Q2 2019 and held it in 13 quarters.
First Manhattan's Twilio position peaked at $52K in Q2 2021.
626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.