Durable Capital Partners — TWLO Trade History
Quarter-by-quarter changes in the TWILIO INC position · CUSIP 90138F102
Currently held · 1 QFirst seen: 2020 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | New | 1,846,153 | 1,846,153 | — | $380.9M | 3.71% |
| 2026 Q1 | 2026-05-15 | Sold out | — | -962,089 | -100.0% | — | — |
| 2025 Q4 | 2026-02-17 | New | 962,089 | 962,089 | — | $136.8M | 1.29% |
| 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 | 2023-08-17 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | Sold out | — | -1,057,585 | -100.0% | — | — |
| 2021 Q4 | 2022-02-14 | Reduce | 1,057,585 | -50,775 | -4.6% | $278.5M | 2.18% |
| 2021 Q3 | 2021-11-15 | Add | 1,108,360 | 421,690 | +61.4% | $353.6M | 2.68% |
| 2021 Q2 | 2021-08-13 | Reduce | 686,670 | -65,365 | -8.7% | $270.7M | 2.00% |
| 2021 Q1 | 2021-05-17 | Reduce | 752,035 | -183,431 | -19.6% | $256.3M | 2.17% |
| 2020 Q4 | 2021-02-16 | Reduce | 935,466 | -255,159 | -21.4% | $316.7M | 2.82% |
| 2020 Q3 | 2020-11-16 | Reduce | 1,190,625 | -66,561 | -5.3% | $294.2M | 3.24% |
| 2020 Q2 | 2020-08-14 | Add | 1,257,186 | 706,848 | +128.4% | $275.9M | 3.44% |
| 2020 Q1 | 2020-05-15 | New | 550,338 | 550,338 | — | $49.3M | 1.00% |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
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.