Resonate Capital’s Twilio TWLO Stock Holding History

Resonate 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
2023 Q2	–	Sell	-17,449	Closed	-$1.16M	–	19
2023 Q1	$1.16M	Buy	17,449 +1,811	+12%	+$112K	1.88%	16
2022 Q4	$766K	Sell	15,638 -1,725	-10%	-$98.2K	1.25%	20
2022 Q3	$1.2M	Sell	17,363 -503	-3%	-$40.2K	1.79%	19
2022 Q2	$1.5M	Buy	17,866 +2,379	+15%	+$266K	1.66%	17
2022 Q1	$2.55M	Buy	15,487 +1,471	+10%	+$268K	2.27%	17
2021 Q4	$3.69M	Buy	+14,016	New	+$4.19M	3.21%	13

Other funds holding TWLO

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resonate Capital's TWLO Position: Q2 2023 in Review

Resonate Capital sold out of Twilio (TWLO) in Q2 2023, closing a stake of 17,449 shares — an estimated $1.16M sold.

Resonate Capital first reported a position in TWLO in Q4 2021 and held it in 6 quarters. The position peaked at $3.69M in Q4 2021. 620 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Resonate Capital reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Resonate Capital sold 17,449 Twilio shares in Q2 2023, an estimated $1.16M.
Resonate Capital first reported a position in Twilio in Q4 2021 and held it in 6 quarters.
Resonate Capital's Twilio position peaked at $3.69M in Q4 2021.
620 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Resonate Capital's 13F filing for Q2 2023, filed 14 Aug 2023.