Neumann Advisory (HK)’s Twilio TWLO Stock Holding History

Neumann Advisory (HK)’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 Q3	–	Sell	-4,000	Closed	-$497K	–	9
2025 Q2	$497K	Hold	4,000	–	–	0.18%	9
2025 Q1	$392K	Hold	4,000	–	–	0.17%	10
2024 Q4	$432K	Sell	4,000 -247,184	-98%	-$22.6M	0.13%	10
2024 Q3	$16.4M	Sell	251,184 -50,000	-17%	-$2.99M	6.63%	3
2024 Q2	$17.1M	Sell	301,184 -60,700	-17%	-$3.58M	8.15%	4
2024 Q1	$22.1M	Hold	361,884	–	–	10.87%	2
2023 Q4	$27.5M	Hold	361,884	–	–	10.48%	2
2023 Q3	$21.2M	Hold	361,884	–	–	8.52%	2
2023 Q2	$23M	Hold	361,884	–	–	8.79%	2
2023 Q1	$24.1M	Hold	361,884	–	–	10.57%	2
2022 Q4	$17.7M	Hold	361,884	–	–	10.9%	3
2022 Q3	$25M	Sell	361,884 -24,158	-6%	-$1.93M	8.77%	3
2022 Q2	$32.4M	Hold	386,042	–	–	10.63%	4
2022 Q1	$63.6M	Buy	386,042 +6,431	+2%	+$1.17M	14.06%	2
2021 Q4	$100M	Buy	379,611 +37	+0%	+$11.1K	17.29%	2
2021 Q3	$121M	Hold	379,574	–	–	21.58%	2
2021 Q2	$150M	Hold	379,574	–	–	24.06%	1
2021 Q1	$129M	Hold	379,574	–	–	22.78%	2
2020 Q4	$128M	Hold	379,574	–	–	24.31%	2
2020 Q3	$93.8M	Buy	379,574 +24,158	+7%	+$5.96M	23.74%	1
2020 Q2	$78M	Buy	355,416 +50,416	+17%	+$8.1M	25.87%	1
2020 Q1	$27.3M	Buy	305,000 +70,000	+30%	+$7.69M	14.51%	3
2019 Q4	$23.1M	Hold	235,000	–	–	11.64%	3
2019 Q3	$25.8M	Hold	235,000	–	–	15.09%	3
2019 Q2	$32M	Hold	235,000	–	–	17.75%	3
2019 Q1	$30.4M	Hold	235,000	–	–	16.14%	3
2018 Q4	$21M	Hold	235,000	–	–	14.56%	3
2018 Q3	$20.3M	Hold	235,000	–	–	11.92%	3
2018 Q2	$13.2M	Hold	235,000	–	–	7.09%	5
2018 Q1	$8.97M	Hold	235,000	–	–	5.26%	5
2017 Q4	$5.55M	Buy	+235,000	New	+$6.6M	3.7%	6

Other funds holding TWLO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Neumann Advisory (HK)'s TWLO Position: Q3 2025 in Review

Neumann Advisory (HK) sold out of Twilio (TWLO) in Q3 2025, closing a stake of 4,000 shares — an estimated $497K sold.

Neumann Advisory (HK) first reported a position in TWLO in Q4 2017 and held it in 31 quarters. The position peaked at $150M in Q2 2021. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Neumann Advisory (HK) reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Neumann Advisory (HK) sold 4,000 Twilio shares in Q3 2025, an estimated $497K.
Neumann Advisory (HK) first reported a position in Twilio in Q4 2017 and held it in 31 quarters.
Neumann Advisory (HK)'s Twilio position peaked at $150M in Q2 2021.
773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Neumann Advisory (HK)'s 13F filing for Q3 2025, filed 8 Oct 2025.