Dragoneer Investment Group — TWLO Trade History
Quarter-by-quarter changes in the TWILIO INC position · CUSIP 90138F102
Sold outFirst seen: 2017 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-15 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-17 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-14 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-14 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-15 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-14 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | Sold out | — | -777,393 | -100.0% | — | — |
| 2021 Q4 | 2022-02-15 | Hold | 777,393 | — | 0.0% | $204.7M | 2.35% |
| 2021 Q3 | 2021-11-15 | Hold | 777,393 | — | 0.0% | $248.0M | 3.27% |
| 2021 Q2 | 2021-08-16 | Hold | 777,393 | — | 0.0% | $306.4M | 3.95% |
| 2021 Q1 | 2021-05-17 | Add | 777,393 | 24,510 | +3.3% | $264.9M | 3.79% |
| 2020 Q4 | 2021-02-16 | Hold | 752,883 | — | 0.0% | $254.9M | 3.81% |
| 2020 Q3 | 2020-11-16 | Reduce | 752,883 | -413,146 | -35.4% | $186.0M | 4.18% |
| 2020 Q2 | 2020-08-14 | Reduce | 1,166,029 | -2,152,864 | -64.9% | $255.8M | 8.47% |
| 2020 Q1 | 2020-05-15 | Add | 3,318,893 | 328,727 | +11.0% | $297.0M | 13.26% |
| 2019 Q4 | 2020-02-14 | Add | 2,990,166 | 187,524 | +6.7% | $293.9M | 12.20% |
| 2019 Q3 | 2019-11-14 | Reduce | 2,802,642 | -222,416 | -7.4% | $308.2M | 13.04% |
| 2019 Q2 | 2019-08-14 | Reduce | 3,025,058 | -230,420 | -7.1% | $412.5M | 16.43% |
| 2019 Q1 | 2019-05-15 | New | 3,255,478 | 3,255,478 | — | $420.5M | 25.44% |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.