SCM
TWLO icon

Semanteon Capital Management’s Twilio TWLO Stock Holding History

Semanteon 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
2025
Q2 		– Sell
-7,035
Closed -$689K – 270
2025
Q1 		$689K Buy
7,035
+2,026
+40% +$240K 0.37% 123
2024
Q4 		$541K Buy
+5,009
New +$458K 0.29% 150

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Semanteon Capital Management's TWLO Position: Q2 2025 in Review

Semanteon Capital Management sold out of Twilio (TWLO) in Q2 2025, closing a stake of 7,035 shares — an estimated $689K sold.

Semanteon Capital Management first reported a position in TWLO in Q4 2024 and held it in 2 quarters. The position peaked at $689K in Q1 2025. 823 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Semanteon Capital Management reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 7,035 Twilio shares in Q2 2025, an estimated $689K.
  • Semanteon Capital Management first reported a position in Twilio in Q4 2024 and held it in 2 quarters.
  • Semanteon Capital Management's Twilio position peaked at $689K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Semanteon Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.