SCM
TWTR

Spyglass Capital Management’s Twitter, Inc. TWTR Stock Holding History

Spyglass Capital Management’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,655,076
Closed -$103M – 28
2022
Q1 		$103M Sell
2,655,076
-329,147
-11% -$12M 3.51% 17
2021
Q4 		$129M Sell
2,984,223
-152,649
-5% -$7.93M 3.42% 16
2021
Q3 		$189M Sell
3,136,872
-201,379
-6% -$13.2M 4.35% 10
2021
Q2 		$230M Buy
3,338,251
+504,502
+18% +$30.9M 5.11% 6
2021
Q1 		$180M Buy
2,833,749
+139,422
+5% +$8.52M 4.75% 9
2020
Q4 		$146M Buy
2,694,327
+228,533
+9% +$10.9M 4.48% 8
2020
Q3 		$110M Buy
2,465,794
+429,624
+21% +$16.5M 5.07% 4
2020
Q2 		$60.7M Buy
2,036,170
+633,564
+45% +$19.1M 3.76% 16
2020
Q1 		$34.4M Buy
1,402,606
+393,699
+39% +$12.7M 3.89% 15
2019
Q4 		$32.3M Buy
1,008,907
+470,374
+87% +$15.5M 4.15% 13
2019
Q3 		$22.2M Buy
538,533
+20,763
+4% +$848K 5.89% 3
2019
Q2 		$18.1M Buy
517,770
+95,203
+23% +$3.49M 5.71% 2
2019
Q1 		$13.9M Buy
422,567
+195,967
+86% +$6.21M 5.38% 2
2018
Q4 		$6.51M Buy
+226,600
New +$7.11M 4.88% 4

Other funds holding TWTR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Spyglass Capital Management's TWTR Position: Q2 2022 in Review

Spyglass Capital Management sold out of Twitter, Inc. (TWTR) in Q2 2022, closing a stake of 2,655,076 shares — an estimated $103M sold.

Spyglass Capital Management first reported a position in TWTR in Q4 2018 and held it in 14 quarters. The position peaked at $230M in Q2 2021. 900 funds tracked by Wall St. Rank hold TWTR as of Q2 2022.

  • Spyglass Capital Management reported no remaining Twitter, Inc. position as of Q2 2022 after selling out during the quarter.
  • Spyglass Capital Management sold 2,655,076 Twitter, Inc. shares in Q2 2022, an estimated $103M.
  • Spyglass Capital Management first reported a position in Twitter, Inc. in Q4 2018 and held it in 14 quarters.
  • Spyglass Capital Management's Twitter, Inc. position peaked at $230M in Q2 2021.
  • 900 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2022.

Based on Spyglass Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.