TwinBeech Capital’s Twilio TWLO Stock Holding History

TwinBeech Capital’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 Q2	–	Sell	-368,873	Closed	-$36.1M	–	984
2025 Q1	$36.1M	Buy	368,873 +223,600	+154%	+$26.5M	0.66%	38
2024 Q4	$15.7M	Buy	145,273 +130,507	+884%	+$11.9M	0.27%	119
2024 Q3	$963K	Sell	14,766 -183,491	-93%	-$11M	0.02%	508
2024 Q2	$11.3M	Buy	+198,257	New	+$11.7M	0.22%	130
2024 Q1	–	Sell	-15,208	Closed	-$1.15M	–	856
2023 Q4	$1.15M	Sell	15,208 -191,008	-93%	-$11.9M	0.02%	471
2023 Q3	$12.1M	Buy	+206,216	New	+$12.9M	0.23%	124
2023 Q2	–	Sell	-300,556	Closed	-$20M	–	867
2023 Q1	$20M	Buy	+300,556	New	+$18.5M	0.41%	71
2022 Q3	–	Sell	-51,368	Closed	-$4.3M	–	816
2022 Q2	$4.3M	Buy	+51,368	New	+$5.75M	0.19%	137
2021 Q2	–	Sell	-7,900	Closed	-$2.69M	–	658
2021 Q1	$2.69M	Buy	+7,900	New	+$2.96M	0.39%	76
2020 Q1	–	Sell	-8,695	Closed	-$855K	–	479
2019 Q4	$855K	Buy	+8,695	New	+$888K	0.25%	133

Other funds holding TWLO

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return