WRCM
Whale Rock Capital Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,029,907
| Closed | -$111M | – | 41 |
|
|
2024
Q4 | $111M | Buy |
+1,029,907
| New | +$111M | 1.32% | 29 |
|
|
2021
Q4 | – | Sell |
-496,441
| Closed | -$158M | – | 71 |
|
|
2021
Q3 | $158M | Sell |
496,441
-232,918
| -32% | -$74.3M | 1.04% | 33 |
|
|
2021
Q2 | $287M | Buy |
729,359
+58,929
| +9% | +$23.2M | 1.88% | 22 |
|
|
2021
Q1 | $228M | Buy |
670,430
+283,626
| +73% | +$96.6M | 1.88% | 28 |
|
|
2020
Q4 | $131M | Sell |
386,804
-544,536
| -58% | -$184M | 0.87% | 36 |
|
|
2020
Q3 | $230M | Sell |
931,340
-16
| -0% | -$3.95K | 1.52% | 29 |
|
|
2020
Q2 | $204M | Hold |
931,356
| – | – | 1.63% | 30 |
|
|
2020
Q1 | $83.3M | Sell |
931,356
-1,381
| -0.1% | -$124K | 1.14% | 35 |
|
|
2019
Q4 | $91.7M | Sell |
932,737
-760,027
| -45% | -$74.7M | 1.56% | 28 |
|
|
2019
Q3 | $186M | Sell |
1,692,764
-1,228
| -0.1% | -$135K | 3.44% | 10 |
|
|
2019
Q2 | $231M | Sell |
1,693,992
-241
| -0% | -$32.9K | 3.95% | 7 |
|
|
2019
Q1 | $219M | Sell |
1,694,233
-767,549
| -31% | -$99.2M | 3.94% | 6 |
|
|
2018
Q4 | $220M | Buy |
2,461,782
+345,694
| +16% | +$30.9M | 7% | 2 |
|
|
2018
Q3 | $183M | Buy |
2,116,088
+968,884
| +84% | +$83.6M | 4.07% | 7 |
|
|
2018
Q2 | $64.3M | Buy |
+1,147,204
| New | +$64.3M | 1.84% | 20 |
|
|
2016
Q3 | – | Sell |
-100,000
| Closed | -$3.65M | – | 36 |
|
|
2016
Q2 | $3.65M | Buy |
+100,000
| New | +$3.65M | 0.3% | 31 |
|