Vista Equity Partners Management’s Twilio TWLO Stock Holding History

Vista Equity Partners 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 Q1	–	Sell	-59,247	Closed	-$15.6M	–	35
2021 Q4	$15.6M	Buy	59,247 +1,020	+2%	+$305K	0.12%	30
2021 Q3	$18.6M	Sell	58,227 -3,304	-5%	-$1.2M	0.18%	21
2021 Q2	$24.3M	Buy	61,531 +7,257	+13%	+$2.52M	0.26%	18
2021 Q1	$18.5M	Sell	54,274 -49,002	-47%	-$18.4M	0.27%	18
2020 Q4	$35M	Sell	103,276 -56,421	-35%	-$17.6M	0.47%	12
2020 Q3	$39.5M	Sell	159,697 -19,994	-11%	-$4.93M	0.76%	4
2020 Q2	$39.4M	Buy	179,691 +17,803	+11%	+$2.86M	1.64%	4
2020 Q1	$14.5M	Sell	161,888 -180,165	-53%	-$19.8M	0.85%	13
2019 Q4	$33.6M	Buy	+342,053	New	+$34.9M	1.54%	7
2019 Q2	–	Sell	-92,835	Closed	-$12M	–	32
2019 Q1	$12M	Buy	+92,835	New	+$10.5M	2.05%	18

Other funds holding TWLO

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Vista Equity Partners Management's TWLO Position: Q1 2022 in Review

Vista Equity Partners Management sold out of Twilio (TWLO) in Q1 2022, closing a stake of 59,247 shares — an estimated $15.6M sold.

Vista Equity Partners Management first reported a position in TWLO in Q1 2019 and held it in 10 quarters. The position peaked at $39.5M in Q3 2020. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Vista Equity Partners Management reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Vista Equity Partners Management sold 59,247 Twilio shares in Q1 2022, an estimated $15.6M.
Vista Equity Partners Management first reported a position in Twilio in Q1 2019 and held it in 10 quarters.
Vista Equity Partners Management's Twilio position peaked at $39.5M in Q3 2020.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Vista Equity Partners Management's 13F filing for Q1 2022, filed 16 May 2022.