Intrinsic Edge Capital Management’s Twilio TWLO Stock Holding History

Intrinsic Edge 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	-363,814	Closed	-$20.7M	–	168
2024 Q2	$20.7M	Buy	+363,814	New	+$21.5M	1.87%	12
2021 Q4	–	Sell	-5,000	Closed	-$1.59M	–	271
2021 Q3	$1.59M	Buy	+5,000	New	+$1.82M	0.11%	189

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Intrinsic Edge Capital Management's TWLO Position: Q3 2024 in Review

Intrinsic Edge Capital Management sold out of Twilio (TWLO) in Q3 2024, closing a stake of 363,814 shares — an estimated $20.7M sold.

Intrinsic Edge Capital Management first reported a position in TWLO in Q3 2021 and held it in 2 quarters. The position peaked at $20.7M in Q2 2024. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Intrinsic Edge Capital Management reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
Intrinsic Edge Capital Management sold 363,814 Twilio shares in Q3 2024, an estimated $20.7M.
Intrinsic Edge Capital Management first reported a position in Twilio in Q3 2021 and held it in 2 quarters.
Intrinsic Edge Capital Management's Twilio position peaked at $20.7M in Q2 2024.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.