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SPC
Stony Point Capital’s
Twilio
TWLO
Stock Holding History
Stony Point Capital’s Portfolio
TWLO Stock Details
TWLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-97,779
Closed
-$8.2M
–
43
2022
Q2
$8.2M
Buy
97,779
+4,305
+5%
+$482K
2.9%
19
2022
Q1
$15.4M
Sell
93,474
-16,000
-15%
-$2.92M
3.6%
13
2021
Q4
$28.8M
Buy
109,474
+37,150
+51%
+$11.1M
5.4%
2
2021
Q3
$23.1M
Buy
72,324
+2,069
+3%
+$753K
6.31%
1
2021
Q2
$27.7M
Buy
70,255
+4,033
+6%
+$1.4M
7.24%
1
2021
Q1
$22.6M
Sell
66,222
-119
-0.2%
-$44.6K
7.24%
1
2020
Q4
$22.5M
Sell
66,341
-8,800
-12%
-$2.75M
9.83%
1
2020
Q3
$18.6M
Sell
75,141
-315
-0.4%
-$77.7K
9.26%
1
2020
Q2
$16.6M
Sell
75,456
-4,460
-6%
-$716K
9.36%
1
2020
Q1
$7.15M
Sell
79,916
-7,000
-8%
-$769K
6.15%
4
2019
Q4
$8.54M
Buy
+86,916
New
+$8.88M
6.2%
4
Other funds holding TWLO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
MCMC
Matrix Capital Management Company
Portsmouth, New Hampshire
$46.3M AUM
114.38%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
1-Year Est. Return
GIM
Generation Investment Management
London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
Flossbach Von Storch
Cologne, Germany
$21.4B AUM
8.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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