William E. Oberndorf’s Twilio TWLO Stock Holding History

William E. Oberndorf’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
2020 Q4	–	Sell	-17,195	Closed	-$4.25M	–	9
2020 Q3	$4.25M	Sell	17,195 -38,630	-69%	-$9.52M	2.34%	7
2020 Q2	$12.2M	Sell	55,825 -71,949	-56%	-$11.6M	6.07%	3
2020 Q1	$11.4M	Hold	127,774	–	–	8.07%	2
2019 Q4	$12.6M	Hold	127,774	–	–	6.92%	3
2019 Q3	$14.1M	Hold	127,774	–	–	7.58%	3
2019 Q2	$17.4M	Hold	127,774	–	–	8.52%	3
2019 Q1	$16.5M	Buy	127,774 +15,300	+14%	+$1.72M	9%	3
2018 Q4	$10M	Hold	112,474	–	–	6.35%	4
2018 Q3	$9.7M	Hold	112,474	–	–	5.6%	5
2018 Q2	$6.3M	Hold	112,474	–	–	5.25%	5
2018 Q1	$4.29M	Hold	112,474	–	–	3.99%	5
2017 Q4	$2.65M	Buy	112,474 +3,152	+3%	+$88.5K	2.16%	8
2017 Q3	$3.26M	Buy	+109,322	New	+$3.28M	2.56%	7

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

William E. Oberndorf's TWLO Position: Q4 2020 in Review

William E. Oberndorf sold out of Twilio (TWLO) in Q4 2020, closing a stake of 17,195 shares — an estimated $4.25M sold.

William E. Oberndorf first reported a position in TWLO in Q3 2017 and held it in 13 quarters. The position peaked at $17.4M in Q2 2019. 896 funds tracked by Wall St. Rank hold TWLO as of Q4 2020.

William E. Oberndorf reported no remaining Twilio position as of Q4 2020 after selling out during the quarter.
William E. Oberndorf sold 17,195 Twilio shares in Q4 2020, an estimated $4.25M.
William E. Oberndorf first reported a position in Twilio in Q3 2017 and held it in 13 quarters.
William E. Oberndorf's Twilio position peaked at $17.4M in Q2 2019.
896 funds tracked by Wall St. Rank held Twilio as of Q4 2020.

Based on William E. Oberndorf's 13F filing for Q4 2020, filed 12 Feb 2021.