Potrero Capital Research’s Twilio TWLO Stock Holding History

Potrero Capital Research’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	-5,302	Closed	-$1.4M	–	78
2021 Q4	$1.4M	Hold	5,302	–	–	0.42%	35
2021 Q3	$1.69M	Hold	5,302	–	–	0.39%	48
2021 Q2	$2.09M	Buy	+5,302	New	+$1.84M	0.5%	49
2020 Q3	–	Sell	-7,987	Closed	-$1.75M	–	62
2020 Q2	$1.75M	Sell	7,987 -27,013	-77%	-$4.34M	0.82%	34
2020 Q1	$3.13M	Buy	35,000 +20,000	+133%	+$2.2M	2.21%	18
2019 Q4	$1.47M	Sell	15,000 -15,000	-50%	-$1.53M	0.81%	30
2019 Q3	$3.3M	Sell	30,000 -10,061	-25%	-$1.3M	1.9%	23
2019 Q2	$5.46M	Sell	40,061 -15,987	-29%	-$2.13M	3.12%	11
2019 Q1	$7.24M	Buy	56,048 +22,624	+68%	+$2.55M	4.49%	6
2018 Q4	$2.98M	Hold	33,424	–	–	2.09%	20
2018 Q3	$2.88M	Sell	33,424 -57,349	-63%	-$4.19M	1.86%	22
2018 Q2	$5.08M	Sell	90,773 -13,000	-13%	-$644K	3.78%	8
2018 Q1	$3.96M	Hold	103,773	–	–	2.97%	11
2017 Q4	$2.45M	Buy	103,773 +93,773	+938%	+$2.63M	2.01%	19
2017 Q3	$299K	Hold	10,000	–	–	0.25%	34
2017 Q2	$291K	Buy	+10,000	New	+$273K	0.27%	34

Other funds holding TWLO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Potrero Capital Research's TWLO Position: Q1 2022 in Review

Potrero Capital Research sold out of Twilio (TWLO) in Q1 2022, closing a stake of 5,302 shares — an estimated $1.4M sold.

Potrero Capital Research first reported a position in TWLO in Q2 2017 and held it in 16 quarters. The position peaked at $7.24M in Q1 2019. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Potrero Capital Research reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Potrero Capital Research sold 5,302 Twilio shares in Q1 2022, an estimated $1.4M.
Potrero Capital Research first reported a position in Twilio in Q2 2017 and held it in 16 quarters.
Potrero Capital Research's Twilio position peaked at $7.24M in Q1 2019.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Potrero Capital Research's 13F filing for Q1 2022, filed 16 May 2022.