Intrinsic Edge Capital Management’s Twist Bioscience TWST Stock Holding History

Intrinsic Edge Capital Management’s Portfolio TWST Stock Details TWST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-140,000	Closed	-$5.5M	–	112
2025 Q1	$5.5M	Buy	+140,000	New	+$6.31M	1.01%	34
2024 Q3	–	Sell	-197,209	Closed	-$9.72M	–	169
2024 Q2	$9.72M	Buy	197,209 +97,209	+97%	+$3.96M	0.88%	37
2024 Q1	$3.43M	Buy	+100,000	New	+$3.61M	0.27%	98
2021 Q4	–	Sell	-33,659	Closed	-$3.6M	–	272
2021 Q3	$3.6M	Sell	33,659 -14,000	-29%	-$1.6M	0.25%	136
2021 Q2	$6.35M	Buy	47,659 +15,000	+46%	+$1.74M	0.37%	109
2021 Q1	$4.04M	Hold	32,659	–	–	0.28%	130
2020 Q4	$4.61M	Sell	32,659 -80,769	-71%	-$8.96M	0.34%	98
2020 Q3	$8.62M	Buy	+113,428	New	+$7.06M	0.58%	48
2020 Q1	–	Sell	-79,689	Closed	-$1.67M	–	213
2019 Q4	$1.67M	Sell	79,689 -180,311	-69%	-$4.22M	0.21%	118
2019 Q3	$6.21M	Buy	+260,000	New	+$7.56M	0.69%	56

Other funds holding TWST

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Intrinsic Edge Capital Management's TWST Position: Q2 2025 in Review

Intrinsic Edge Capital Management sold out of Twist Bioscience (TWST) in Q2 2025, closing a stake of 140,000 shares — an estimated $5.5M sold.

Intrinsic Edge Capital Management first reported a position in TWST in Q3 2019 and held it in 10 quarters. The position peaked at $9.72M in Q2 2024. 243 funds tracked by Wall St. Rank hold TWST as of Q2 2025.

Intrinsic Edge Capital Management reported no remaining Twist Bioscience position as of Q2 2025 after selling out during the quarter.
Intrinsic Edge Capital Management sold 140,000 Twist Bioscience shares in Q2 2025, an estimated $5.5M.
Intrinsic Edge Capital Management first reported a position in Twist Bioscience in Q3 2019 and held it in 10 quarters.
Intrinsic Edge Capital Management's Twist Bioscience position peaked at $9.72M in Q2 2024.
243 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.