Kettle Hill Capital Management’s Twilio TWLO Stock Holding History

Kettle Hill 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
2023 Q2	–	Sell	-99,456	Closed	-$6.63M	–	67
2023 Q1	$6.63M	Buy	+99,456	New	+$6.13M	1.52%	21
2022 Q2	–	Sell	-85,875	Closed	-$14.2M	–	74
2022 Q1	$14.2M	Buy	+85,875	New	+$15.6M	2.76%	13
2017 Q3	–	Sell	-141,216	Closed	-$4.11M	–	37
2017 Q2	$4.11M	Buy	141,216 +114,306	+425%	+$3.13M	4.6%	7
2017 Q1	$777K	Buy	+26,910	New	+$814K	0.66%	41

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

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kettle Hill Capital Management's TWLO Position: Q2 2023 in Review

Kettle Hill Capital Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 99,456 shares — an estimated $6.63M sold.

Kettle Hill Capital Management first reported a position in TWLO in Q1 2017 and held it in 4 quarters. The position peaked at $14.2M in Q1 2022. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Kettle Hill Capital Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Kettle Hill Capital Management sold 99,456 Twilio shares in Q2 2023, an estimated $6.63M.
Kettle Hill Capital Management first reported a position in Twilio in Q1 2017 and held it in 4 quarters.
Kettle Hill Capital Management's Twilio position peaked at $14.2M in Q1 2022.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Kettle Hill Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.