WCA
TWLO icon

Whetstone Capital Advisors’s Twilio TWLO Stock Holding History

Whetstone Capital Advisors’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
-96,214
Closed -$15.9M – 29
2022
Q1 		$15.9M Sell
96,214
-28,805
-23% -$5.25M 5.36% 7
2021
Q4 		$32.9M Buy
125,019
+160
+0.1% +$47.9K 6.75% 5
2021
Q3 		$39.8M Sell
124,859
-832
-0.7% -$303K 6.97% 4
2021
Q2 		$49.5M Sell
125,691
-13,677
-10% -$4.75M 9.2% 3
2021
Q1 		$47.5M Buy
139,368
+2,669
+2% +$1,000K 10.02% 1
2020
Q4 		$46.3M Sell
136,699
-28,159
-17% -$8.8M 9.56% 2
2020
Q3 		$40.7M Sell
164,858
-500
-0.3% -$123K 7.55% 2
2020
Q2 		$36.3M Sell
165,358
-35,105
-18% -$5.64M 7.65% 3
2020
Q1 		$17.9M Buy
200,463
+179,270
+846% +$19.7M 6.17% 6
2019
Q4 		$2.08M Sell
21,193
-207,904
-91% -$21.2M 0.64% 21
2019
Q3 		$25.2M Buy
229,097
+205,554
+873% +$26.7M 6.77% 5
2019
Q2 		$3.21M Hold
23,543
– – 0.99% 17
2019
Q1 		$3.04M Buy
23,543
+1,367
+6% +$154K 1.23% 13
2018
Q4 		$1.98M Buy
22,176
+100
+0.5% +$8.12K 1.15% 11
2018
Q3 		$1.91M Buy
22,076
+350
+2% +$25.6K 0.67% 21
2018
Q2 		$1.22M Sell
21,726
-27,300
-56% -$1.35M 0.46% 22
2018
Q1 		$1.87M Buy
49,026
+29,750
+154% +$942K 0.91% 21
2017
Q4 		$455K Sell
19,276
-160,824
-89% -$4.51M 0.2% 26
2017
Q3 		$5.38M Buy
+180,100
New +$5.4M 2.45% 18

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
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

Whetstone Capital Advisors's TWLO Position: Q2 2022 in Review

Whetstone Capital Advisors sold out of Twilio (TWLO) in Q2 2022, closing a stake of 96,214 shares — an estimated $15.9M sold.

Whetstone Capital Advisors first reported a position in TWLO in Q3 2017 and held it in 19 quarters. The position peaked at $49.5M in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • Whetstone Capital Advisors reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • Whetstone Capital Advisors sold 96,214 Twilio shares in Q2 2022, an estimated $15.9M.
  • Whetstone Capital Advisors first reported a position in Twilio in Q3 2017 and held it in 19 quarters.
  • Whetstone Capital Advisors's Twilio position peaked at $49.5M in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Whetstone Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.