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Steadview Capital Management’s Twilio TWLO Stock Holding History

Steadview 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
2022
Q4 		– Sell
-387,907
Closed -$26.8M – 12
2022
Q3 		$26.8M Hold
387,907
– – 7.58% 7
2022
Q2 		$32.5M Hold
387,907
– – 8.15% 7
2022
Q1 		$63.9M Hold
387,907
– – 9.06% 5
2021
Q4 		$102M Buy
387,907
+56,558
+17% +$16.9M 9.56% 4
2021
Q3 		$106M Hold
331,349
– – 8.46% 5
2021
Q2 		$131M Buy
331,349
+15,153
+5% +$5.26M 11.34% 3
2021
Q1 		$108M Buy
316,196
+740
+0.2% +$277K 10.7% 2
2020
Q4 		$107M Buy
+315,456
New +$98.6M 14.66% 1

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steadview Capital Management's TWLO Position: Q4 2022 in Review

Steadview Capital Management sold out of Twilio (TWLO) in Q4 2022, closing a stake of 387,907 shares — an estimated $26.8M sold.

Steadview Capital Management first reported a position in TWLO in Q4 2020 and held it in 8 quarters. The position peaked at $131M in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Steadview Capital Management reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Steadview Capital Management sold 387,907 Twilio shares in Q4 2022, an estimated $26.8M.
  • Steadview Capital Management first reported a position in Twilio in Q4 2020 and held it in 8 quarters.
  • Steadview Capital Management's Twilio position peaked at $131M in Q2 2021.
  • 612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Steadview Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.