Lyon Street Capital’s Twilio TWLO Stock Holding History

Lyon Street Capital’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
2018 Q2	–	Sell	-30,500	Closed	-$1.16M	–	57
2018 Q1	$1.16M	Buy	+30,500	New	+$966K	0.37%	47

Other funds holding TWLO

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lyon Street Capital's TWLO Position: Q2 2018 in Review

Lyon Street Capital sold out of Twilio (TWLO) in Q2 2018, closing a stake of 30,500 shares — an estimated $1.16M sold.

Lyon Street Capital first reported a position in TWLO in Q1 2018 and held it in 1 quarter. The position peaked at $1.16M in Q1 2018. 269 funds tracked by Wall St. Rank hold TWLO as of Q2 2018.

Lyon Street Capital reported no remaining Twilio position as of Q2 2018 after selling out during the quarter.
Lyon Street Capital sold 30,500 Twilio shares in Q2 2018, an estimated $1.16M.
Lyon Street Capital first reported a position in Twilio in Q1 2018 and held it in 1 quarter.
Lyon Street Capital's Twilio position peaked at $1.16M in Q1 2018.
269 funds tracked by Wall St. Rank held Twilio as of Q2 2018.

Based on Lyon Street Capital's 13F filing for Q2 2018, filed 14 Aug 2018.