Firsthand Capital Management’s Twilio TWLO Stock Holding History

Firsthand 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
2024 Q3	–	Sell	-60,000	Closed	-$147K	–	47
2024 Q2	$147K	Buy	60,000 +30,000	+100%	+$1.77M	0.29%	33
2024 Q1	$1.83M	Hold	30,000	–	–	2.99%	16
2023 Q4	$2.28M	Hold	30,000	–	–	3.16%	15
2023 Q3	$1.76M	Hold	30,000	–	–	2.53%	16
2023 Q2	$1.91M	Hold	30,000	–	–	2.29%	17
2023 Q1	$2M	Hold	30,000	–	–	2.17%	17
2022 Q4	$1.47M	Hold	30,000	–	–	1.71%	17
2022 Q3	$2.07M	Hold	30,000	–	–	1.89%	17
2022 Q2	$2.51M	Hold	30,000	–	–	2.17%	14
2022 Q1	$4.94M	Hold	30,000	–	–	2.57%	13
2021 Q4	$7.9M	Hold	30,000	–	–	3.01%	13
2021 Q3	$9.57M	Hold	30,000	–	–	2.86%	11
2021 Q2	$11.8M	Hold	30,000	–	–	2.96%	8
2021 Q1	$10.2M	Hold	30,000	–	–	2.86%	11
2020 Q4	$10.2M	Hold	30,000	–	–	2.76%	11
2020 Q3	$7.41M	Hold	30,000	–	–	2.94%	12
2020 Q2	$6.58M	Sell	30,000 -70,000	-70%	-$11.2M	3.01%	10
2020 Q1	$8.95M	Sell	100,000 -40,000	-29%	-$4.39M	7.1%	3
2019 Q4	$13.8M	Hold	140,000	–	–	5.36%	4
2019 Q3	$15.4M	Hold	140,000	–	–	6.22%	3
2019 Q2	$19.1M	Hold	140,000	–	–	7.35%	2
2019 Q1	$18.1M	Hold	140,000	–	–	6.74%	3
2018 Q4	$12.5M	Hold	140,000	–	–	7.89%	2
2018 Q3	$12.1M	Hold	140,000	–	–	5.69%	5
2018 Q2	$7.84M	Hold	140,000	–	–	3.68%	8
2018 Q1	$5.34M	Buy	140,000 +50,000	+56%	+$1.58M	2.99%	10
2017 Q4	$2.12M	Buy	90,000 +50,000	+125%	+$1.4M	1.56%	18
2017 Q3	$1.19M	Hold	40,000	–	–	1.06%	24
2017 Q2	$1.16M	Buy	+40,000	New	+$1.09M	1.17%	24

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Firsthand Capital Management's TWLO Position: Q3 2024 in Review

Firsthand Capital Management sold out of Twilio (TWLO) in Q3 2024, closing a stake of 60,000 shares — an estimated $147K sold.

Firsthand Capital Management first reported a position in TWLO in Q2 2017 and held it in 29 quarters. The position peaked at $19.1M in Q2 2019. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Firsthand Capital Management reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
Firsthand Capital Management sold 60,000 Twilio shares in Q3 2024, an estimated $147K.
Firsthand Capital Management first reported a position in Twilio in Q2 2017 and held it in 29 quarters.
Firsthand Capital Management's Twilio position peaked at $19.1M in Q2 2019.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Firsthand Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.