TimesSquare Capital Management’s Twilio TWLO Stock Holding History

TimesSquare 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 Q2	–	Sell	-28,400	Closed	-$4.68M	–	205
2022 Q1	$4.68M	Sell	28,400 -56,300	-66%	-$10.3M	0.05%	188
2021 Q4	$22.3M	Sell	84,700 -16,209	-16%	-$4.85M	0.2%	164
2021 Q3	$32.2M	Sell	100,909 -115,175	-53%	-$41.9M	0.28%	144
2021 Q2	$85.2M	Sell	216,084 -173,200	-44%	-$60.1M	0.7%	42
2021 Q1	$133M	Sell	389,284 -162,600	-29%	-$60.9M	1.14%	13
2020 Q4	$187M	Sell	551,884 -17,050	-3%	-$5.33M	1.52%	4
2020 Q3	$141M	Buy	568,934 +57,954	+11%	+$14.3M	1.32%	3
2020 Q2	$112M	Buy	510,980 +66,680	+15%	+$10.7M	1.07%	11
2020 Q1	$39.8M	Buy	+444,300	New	+$48.8M	0.47%	89

Other funds holding TWLO

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

TimesSquare Capital Management's TWLO Position: Q2 2022 in Review

TimesSquare Capital Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 28,400 shares — an estimated $4.68M sold.

TimesSquare Capital Management first reported a position in TWLO in Q1 2020 and held it in 9 quarters. The position peaked at $187M in Q4 2020. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

TimesSquare Capital Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
TimesSquare Capital Management sold 28,400 Twilio shares in Q2 2022, an estimated $4.68M.
TimesSquare Capital Management first reported a position in Twilio in Q1 2020 and held it in 9 quarters.
TimesSquare Capital Management's Twilio position peaked at $187M in Q4 2020.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on TimesSquare Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.