Thames Capital Management’s Twilio TWLO Stock Holding History

Thames 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
2025 Q3	–	Sell	-35,799	Closed	-$4.45M	–	67
2025 Q2	$4.45M	Sell	35,799 -38,799	-52%	-$4.13M	1.01%	35
2025 Q1	$7.3M	Sell	74,598 -3,085	-4%	-$366K	2.8%	17
2024 Q4	$8.4M	Buy	+77,683	New	+$7.1M	2.28%	18

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

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

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Thames Capital Management's TWLO Position: Q3 2025 in Review

Thames Capital Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 35,799 shares — an estimated $4.45M sold.

Thames Capital Management first reported a position in TWLO in Q4 2024 and held it in 3 quarters. The position peaked at $8.4M in Q4 2024. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Thames Capital Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Thames Capital Management sold 35,799 Twilio shares in Q3 2025, an estimated $4.45M.
Thames Capital Management first reported a position in Twilio in Q4 2024 and held it in 3 quarters.
Thames Capital Management's Twilio position peaked at $8.4M in Q4 2024.
773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Thames Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.