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Marc Stad’s Twilio TWLO Stock Holding History

Marc Stad’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
2022
Q1 		– Sell
-777,393
Closed -$205M – 65
2021
Q4 		$205M Hold
777,393
– – 2.35% 14
2021
Q3 		$248M Hold
777,393
– – 3.27% 13
2021
Q2 		$306M Hold
777,393
– – 3.95% 10
2021
Q1 		$265M Buy
777,393
+24,510
+3% +$9.18M 3.79% 8
2020
Q4 		$255M Hold
752,883
– – 3.81% 9
2020
Q3 		$186M Sell
752,883
-413,146
-35% -$102M 4.18% 7
2020
Q2 		$256M Sell
1,166,029
-2,152,864
-65% -$346M 8.48% 4
2020
Q1 		$297M Buy
3,318,893
+328,727
+11% +$36.1M 13.26% 2
2019
Q4 		$294M Buy
2,990,166
+187,524
+7% +$19.2M 12.19% 2
2019
Q3 		$308M Sell
2,802,642
-222,416
-7% -$28.8M 13.04% 2
2019
Q2 		$412M Sell
3,025,058
-230,420
-7% -$30.7M 16.43% 2
2019
Q1 		$421M Buy
3,255,478
+677,895
+26% +$76.3M 25.44% 1
2018
Q4 		$230M Buy
2,577,583
+446,786
+21% +$36.3M 17.94% 1
2018
Q3 		$184M Sell
2,130,797
-505,970
-19% -$37M 15% 2
2018
Q2 		$148M Sell
2,636,767
-218,800
-8% -$10.8M 12.95% 2
2018
Q1 		$109M Buy
2,855,567
+634,282
+29% +$20.1M 15.45% 1
2017
Q4 		$52.4M Buy
2,221,285
+1,516,930
+215% +$42.6M 8.59% 4
2017
Q3 		$21M Buy
+704,355
New +$21.1M 3.45% 12

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marc Stad's TWLO Position: Q1 2022 in Review

Marc Stad sold out of Twilio (TWLO) in Q1 2022, closing a stake of 777,393 shares — an estimated $205M sold.

Marc Stad first reported a position in TWLO in Q3 2017 and held it in 18 quarters. The position peaked at $421M in Q1 2019. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Marc Stad reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • Marc Stad sold 777,393 Twilio shares in Q1 2022, an estimated $205M.
  • Marc Stad first reported a position in Twilio in Q3 2017 and held it in 18 quarters.
  • Marc Stad's Twilio position peaked at $421M in Q1 2019.
  • 873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Dragoneer Investment Group's 13F filing for Q1 2022, filed 16 May 2022.