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North Peak Capital Management’s Twilio TWLO Stock Holding History

North Peak 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
2019
Q2 		– Sell
-153,927
Closed -$19.9M – 11
2019
Q1 		$19.9M Buy
+153,927
New +$17.3M 12.8% 2

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

North Peak Capital Management's TWLO Position: Q2 2019 in Review

North Peak Capital Management sold out of Twilio (TWLO) in Q2 2019, closing a stake of 153,927 shares — an estimated $19.9M sold.

North Peak Capital Management first reported a position in TWLO in Q1 2019 and held it in 1 quarter. The position peaked at $19.9M in Q1 2019. 562 funds tracked by Wall St. Rank hold TWLO as of Q2 2019.

  • North Peak Capital Management reported no remaining Twilio position as of Q2 2019 after selling out during the quarter.
  • North Peak Capital Management sold 153,927 Twilio shares in Q2 2019, an estimated $19.9M.
  • North Peak Capital Management first reported a position in Twilio in Q1 2019 and held it in 1 quarter.
  • North Peak Capital Management's Twilio position peaked at $19.9M in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Twilio as of Q2 2019.

Based on North Peak Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.