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Summit Partners Public Asset Management’s Twilio TWLO Stock Holding History

Summit Partners Public 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
Q3 		– Sell
-633,220
Closed -$71.3M – 222
2025
Q2 		$78.7M Buy
+633,220
New +$67.3M 1.99% 12
2023
Q2 		– Sell
-673,230
Closed -$44.9M – 175
2023
Q1 		$44.9M Buy
673,230
+459,010
+214% +$28.3M 1.85% 13
2022
Q4 		$10.5M Buy
+214,220
New +$12.2M 0.66% 49
2021
Q2 		– Sell
-71,777
Closed -$24.5M – 134
2021
Q1 		$24.5M Buy
71,777
+31,777
+79% +$11.9M 1.06% 38
2020
Q4 		$13.5M Sell
40,000
-10,402
-21% -$3.25M 0.6% 53
2020
Q3 		$12.5M Buy
50,402
+402
+0.8% +$99.1K 0.62% 44
2020
Q2 		$11M Sell
50,000
-120,000
-71% -$19.3M 0.66% 52
2020
Q1 		$15.2M Sell
170,000
-39,236
-19% -$4.31M 1.25% 28
2019
Q4 		$20.6M Sell
209,236
-47,348
-18% -$4.84M 1.95% 19
2019
Q3 		$28.2M Sell
256,584
-1,466
-0.6% -$190K 2.78% 5
2019
Q2 		$35.2M Sell
258,050
-59,175
-19% -$7.88M 3.5% 2
2019
Q1 		$41M Sell
317,225
-289,996
-48% -$32.7M 5.02% 1
2018
Q4 		$54.2M Buy
607,221
+115,421
+23% +$9.38M 7.34% 1
2018
Q3 		$42.4M Sell
491,800
-282,836
-37% -$20.7M 2.87% 6
2018
Q2 		$43.4M Buy
+774,636
New +$38.4M 4.82% 2

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Partners Public Asset Management's TWLO Position: Q3 2025 in Review

Summit Partners Public Asset Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 633,220 shares — an estimated $71.3M sold.

Summit Partners Public Asset Management first reported a position in TWLO in Q2 2018 and held it in 15 quarters. The position peaked at $78.7M in Q2 2025. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Summit Partners Public Asset Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 633,220 Twilio shares in Q3 2025, an estimated $71.3M.
  • Summit Partners Public Asset Management first reported a position in Twilio in Q2 2018 and held it in 15 quarters.
  • Summit Partners Public Asset Management's Twilio position peaked at $78.7M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.