Hudson Bay Capital Management
TWLO icon

Hudson Bay Capital Management’s Twilio TWLO Stock Holding History

Hudson Bay 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
2025
Q3 		– Sell
-14,903
Closed -$1.85M – 1688
2025
Q2 		$1.85M Buy
+14,903
New +$1.58M 0.01% 821
2020
Q2 		– Sell
-9,000
Closed -$805K – 570
2020
Q1 		$805K Sell
9,000
-9,400
-51% -$1.03M 0.02% 349
2019
Q4 		$1.81M Buy
+18,400
New +$1.88M 0.04% 295

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Hudson Bay Capital Management's TWLO Position: Q3 2025 in Review

Hudson Bay Capital Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 14,903 shares — an estimated $1.85M sold.

Hudson Bay Capital Management first reported a position in TWLO in Q4 2019 and held it in 3 quarters. The position peaked at $1.85M in Q2 2025. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Hudson Bay Capital Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Hudson Bay Capital Management sold 14,903 Twilio shares in Q3 2025, an estimated $1.85M.
  • Hudson Bay Capital Management first reported a position in Twilio in Q4 2019 and held it in 3 quarters.
  • Hudson Bay Capital Management's Twilio position peaked at $1.85M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Hudson Bay Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.