Geode Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $355M | Buy |
2,832,054
+85,173
| +3% | +$10.5M | 0.02% | 540 |
|
|
2025
Q4 | $390M | Sell |
2,746,881
-23,533
| -0.8% | -$2.92M | 0.02% | 501 |
|
|
2025
Q3 | $277M | Buy |
2,770,414
+221,653
| +9% | +$25M | 0.02% | 599 |
|
|
2025
Q2 | $316M | Sell |
2,548,761
-27,239
| -1% | -$2.9M | 0.02% | 521 |
|
|
2025
Q1 | $252M | Buy |
2,576,000
+103,971
| +4% | +$12.3M | 0.02% | 569 |
|
|
2024
Q4 | $268M | Sell |
2,472,029
-252,377
| -9% | -$23.1M | 0.02% | 543 |
|
|
2024
Q3 | $178M | Buy |
2,724,406
+33,824
| +1% | +$2.02M | 0.01% | 665 |
|
|
2024
Q2 | $153M | Sell |
2,690,582
-22,538
| -0.8% | -$1.33M | 0.01% | 690 |
|
|
2024
Q1 | $166M | Buy |
2,713,120
+102,805
| +4% | +$6.77M | 0.02% | 666 |
|
|
2023
Q4 | $198M | Buy |
2,610,315
+111,027
| +4% | +$6.92M | 0.02% | 559 |
|
|
2023
Q3 | $146M | Buy |
2,499,288
+100,205
| +4% | +$6.24M | 0.02% | 609 |
|
|
2023
Q2 | $152M | Buy |
2,399,083
+62,430
| +3% | +$3.68M | 0.02% | 591 |
|
|
2023
Q1 | $155M | Buy |
2,336,653
+78,308
| +3% | +$4.83M | 0.02% | 572 |
|
|
2022
Q4 | $110M | Buy |
2,258,345
+87,844
| +4% | +$5M | 0.02% | 677 |
|
|
2022
Q3 | $150M | Buy |
2,170,501
+16,330
| +0.8% | +$1.3M | 0.02% | 556 |
|
|
2022
Q2 | $180M | Buy |
2,154,171
+502,904
| +30% | +$56.3M | 0.03% | 517 |
|
|
2022
Q1 | $272M | Buy |
1,651,267
+27,427
| +2% | +$5M | 0.03% | 463 |
|
|
2021
Q4 | $427M | Buy |
1,623,840
+55,718
| +4% | +$16.7M | 0.05% | 351 |
|
|
2021
Q3 | $499M | Sell |
1,568,122
-32,153
| -2% | -$11.7M | 0.07% | 287 |
|
|
2021
Q2 | $630M | Sell |
1,600,275
-189,008
| -11% | -$65.6M | 0.09% | 218 |
|
|
2021
Q1 | $609M | Buy |
1,789,283
+275,920
| +18% | +$103M | 0.09% | 195 |
|
|
2020
Q4 | $512M | Buy |
1,513,363
+73,143
| +5% | +$22.9M | 0.09% | 220 |
|
|
2020
Q3 | $356M | Buy |
1,440,220
+52,903
| +4% | +$13M | 0.07% | 271 |
|
|
2020
Q2 | $304M | Buy |
1,387,317
+132,046
| +11% | +$21.2M | 0.07% | 287 |
|
|
2020
Q1 | $112M | Buy |
1,255,271
+16,311
| +1% | +$1.79M | 0.03% | 472 |
|
|
2019
Q4 | $122M | Buy |
1,238,960
+27,179
| +2% | +$2.78M | 0.03% | 543 |
|
|
2019
Q3 | $133M | Buy |
1,211,781
+21,992
| +2% | +$2.85M | 0.03% | 484 |
|
|
2019
Q2 | $162M | Buy |
1,189,789
+185,605
| +18% | +$24.7M | 0.04% | 428 |
|
|
2019
Q1 | $130M | Buy |
1,004,184
+230,054
| +30% | +$25.9M | 0.03% | 474 |
|
|
2018
Q4 | $69.1M | Buy |
774,130
+60,518
| +8% | +$4.92M | 0.02% | 604 |
|
|
2018
Q3 | $61.6M | Buy |
713,612
+54,190
| +8% | +$3.96M | 0.02% | 707 |
|
|
2018
Q2 | $36.9M | Buy |
659,422
+95,141
| +17% | +$4.71M | 0.01% | 935 |
|
|
2018
Q1 | $21.5M | Buy |
564,281
+10,317
| +2% | +$327K | 0.01% | 1210 |
|
|
2017
Q4 | $13.1M | Buy |
553,964
+32,719
| +6% | +$918K | ﹤0.01% | 1548 |
|
|
2017
Q3 | $15.6M | Buy |
521,245
+254,197
| +95% | +$7.62M | 0.01% | 1429 |
|
|
2017
Q2 | $7.77M | Buy |
267,048
+108,526
| +68% | +$2.97M | ﹤0.01% | 1839 |
|
|
2017
Q1 | $4.58M | Buy |
158,522
+33,417
| +27% | +$1.01M | ﹤0.01% | 2169 |
|
|
2016
Q4 | $3.61M | Buy |
125,105
+49,946
| +66% | +$1.87M | ﹤0.01% | 2265 |
|
|
2016
Q3 | $4.84M | Buy |
+75,159
| New | +$3.75M | ﹤0.01% | 1992 |
|
Other funds holding TWLO
VPM
VCM
SHCM
