Seaport Global Advisors’s Twilio TWLO Stock Holding History

Seaport Global Advisors’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
2024 Q3	$493K	Hold	7,564	–	–	1.56%	32
2024 Q2	$430K	Sell	7,564 -6,698	-47%	-$395K	1.54%	34
2024 Q1	$872K	Sell	14,262 -4,870	-25%	-$321K	1.77%	18
2023 Q4	$1.45M	Buy	19,132 +10,986	+135%	+$685K	3.48%	5
2023 Q3	$477K	Sell	8,146 -3,909	-32%	-$244K	1.43%	27
2023 Q2	$767K	Buy	12,055 +8,873	+279%	+$524K	2.26%	9
2023 Q1	$212K	Buy	3,182 +11	+0.3%	+$678	0.67%	61
2022 Q4	$155K	Sell	3,171 -726	-19%	-$41.3K	0.54%	83
2022 Q3	$269K	Buy	3,897 +637	+20%	+$50.9K	1.1%	33
2022 Q2	$273K	Buy	3,260 +2,638	+424%	+$295K	1.02%	34
2022 Q1	$103K	Sell	622 -2,012	-76%	-$367K	0.33%	93
2021 Q4	$694K	Buy	+2,634	New	+$788K	0.94%	38

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Seaport Global Advisors's TWLO Position: Q3 2024 in Review

Seaport Global Advisors held its Twilio (TWLO) position steady in Q3 2024 at 7,564 shares worth $493K. The position accounts for 1.56% of the portfolio, ranked #32.

Seaport Global Advisors first reported a position in TWLO in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2023. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Seaport Global Advisors held 7,564 shares of Twilio worth $493K as of Q3 2024.
Seaport Global Advisors left its Twilio share count unchanged in Q3 2024.
Twilio made up 1.56% of Seaport Global Advisors's portfolio in Q3 2024, its #32 holding.
Seaport Global Advisors first reported a position in Twilio in Q4 2021 and has held it in 12 quarters since.
Seaport Global Advisors's Twilio position peaked at $1.45M in Q4 2023.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Seaport Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.