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 Q4	–	Sell	-311,000	Closed	-$31.1M	–	213
2025 Q3	$31.1M	Buy	+311,000	New	+$35M	0.65%	54
2022 Q3	–	Sell	-100,000	Closed	-$8.38M	–	179
2022 Q2	$8.38M	Buy	+100,000	New	+$11.2M	0.38%	67
2019 Q4	–	Sell	-215,000	Closed	-$23.6M	–	125
2019 Q3	$23.6M	Buy	+215,000	New	+$27.9M	2.33%	6
2019 Q1	–	Sell	-551,400	Closed	-$49.2M	–	96
2018 Q4	$49.2M	Buy	+551,400	New	+$44.8M	6.67%	2

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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.