Honeycomb Asset Management’s Twilio TWLO Stock Holding History

Honeycomb 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 Q2	–	Sell	-95,500	Closed	-$9.35M	–	37
2025 Q1	$9.35M	Buy	+95,500	New	+$11.3M	4.46%	9
2021 Q4	–	Sell	-150,000	Closed	-$47.9M	–	57
2021 Q3	$47.9M	Buy	150,000 +78,950	+111%	+$28.7M	2.93%	11
2021 Q2	$28M	Sell	71,050 -75,185	-51%	-$26.1M	1.86%	21
2021 Q1	$49.8M	Buy	+146,235	New	+$54.8M	2.98%	14
2020 Q4	–	Sell	-158,196	Closed	-$39.1M	–	53
2020 Q3	$39.1M	Buy	+158,196	New	+$39M	2.96%	13
2020 Q1	–	Sell	-175,000	Closed	-$17.2M	–	44
2019 Q4	$17.2M	Buy	+175,000	New	+$17.9M	1.65%	24
2018 Q4	–	Sell	-100,000	Closed	-$8.63M	–	42
2018 Q3	$8.63M	Hold	100,000	–	–	0.84%	26
2018 Q2	$5.6M	Buy	+100,000	New	+$4.95M	0.65%	27

Other funds holding TWLO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Honeycomb Asset Management's TWLO Position: Q2 2025 in Review

Honeycomb Asset Management sold out of Twilio (TWLO) in Q2 2025, closing a stake of 95,500 shares — an estimated $9.35M sold.

Honeycomb Asset Management first reported a position in TWLO in Q2 2018 and held it in 8 quarters. The position peaked at $49.8M in Q1 2021. 823 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Honeycomb Asset Management reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
Honeycomb Asset Management sold 95,500 Twilio shares in Q2 2025, an estimated $9.35M.
Honeycomb Asset Management first reported a position in Twilio in Q2 2018 and held it in 8 quarters.
Honeycomb Asset Management's Twilio position peaked at $49.8M in Q1 2021.
823 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Honeycomb Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.