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Soviero Asset Management’s Twilio TWLO Stock Holding History

Soviero Asset 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
Q1 		– Sell
-56,000
Closed -$6.05M – 76
2024
Q4 		$6.05M Buy
56,000
+13,000
+30% +$1.19M 3.79% 3
2024
Q3 		$2.8M Buy
+43,000
New +$2.57M 2.55% 20

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Soviero Asset Management's TWLO Position: Q1 2025 in Review

Soviero Asset Management sold out of Twilio (TWLO) in Q1 2025, closing a stake of 56,000 shares — an estimated $6.05M sold.

Soviero Asset Management first reported a position in TWLO in Q3 2024 and held it in 2 quarters. The position peaked at $6.05M in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Soviero Asset Management reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Soviero Asset Management sold 56,000 Twilio shares in Q1 2025, an estimated $6.05M.
  • Soviero Asset Management first reported a position in Twilio in Q3 2024 and held it in 2 quarters.
  • Soviero Asset Management's Twilio position peaked at $6.05M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Soviero Asset Management's 13F filing for Q1 2025, filed 15 May 2025.