Liontrust Investment Partners’s Twilio TWLO Stock Holding History

Liontrust Investment Partners’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 Q1	–	Sell	-10,075	Closed	-$1.09M	–	265
2024 Q4	$1.09M	Hold	10,075	–	–	0.02%	169
2024 Q3	$572K	Hold	10,075	–	–	0.01%	184
2024 Q2	$572K	Hold	10,075	–	–	0.01%	184
2024 Q1	$616K	Sell	10,075 -95,000	-90%	-$6.26M	0.01%	170
2023 Q4	$7.97M	Sell	105,075 -31,325	-23%	-$1.95M	0.12%	104
2023 Q3	$7.98M	Sell	136,400 -17,988	-12%	-$1.12M	0.13%	99
2023 Q2	$9.82M	Buy	154,388 +14,500	+10%	+$856K	0.14%	92
2023 Q1	$9.32M	Hold	139,888	–	–	0.14%	101
2022 Q4	$6.85M	Buy	139,888 +10,000	+8%	+$569K	0.12%	83
2022 Q3	$8.98M	Buy	129,888 +2,000	+2%	+$160K	0.14%	80
2022 Q2	$10.7M	Buy	127,888 +50,000	+64%	+$5.59M	0.15%	86
2022 Q1	$12.8M	Hold	77,888	–	–	0.17%	65
2021 Q4	$20.5M	Sell	77,888 -22,500	-22%	-$6.73M	0.24%	49
2021 Q3	$32M	Buy	+100,388	New	+$36.6M	0.44%	39
2020 Q4	$40.1M	Buy	+118,388	New	+$37M	0.81%	35

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liontrust Investment Partners's TWLO Position: Q1 2025 in Review

Liontrust Investment Partners sold out of Twilio (TWLO) in Q1 2025, closing a stake of 10,075 shares — an estimated $1.09M sold.

Liontrust Investment Partners first reported a position in TWLO in Q4 2020 and held it in 15 quarters. The position peaked at $40.1M in Q4 2020. 775 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Liontrust Investment Partners reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Liontrust Investment Partners sold 10,075 Twilio shares in Q1 2025, an estimated $1.09M.
Liontrust Investment Partners first reported a position in Twilio in Q4 2020 and held it in 15 quarters.
Liontrust Investment Partners's Twilio position peaked at $40.1M in Q4 2020.
775 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Liontrust Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.