Two Sigma Investments — TWLO Trade History
Quarter-by-quarter changes in the TWILIO INC position · CUSIP 90138F102
Currently held · 2 YearsFirst seen: 2018 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 92,269 | 42,757 | +86.4% | $19.0M | 0.01% |
| 2026 Q1 | 2026-05-15 | Add | 49,512 | 24,743 | +99.9% | $6.2M | 0.01% |
| 2025 Q4 | 2026-02-17 | Reduce | 24,769 | -50,940 | -67.3% | $3.5M | 0.01% |
| 2025 Q3 | 2025-11-14 | Reduce | 75,709 | -155,805 | -67.3% | $7.6M | 0.01% |
| 2025 Q2 | 2025-08-14 | Reduce | 231,514 | -1,217,546 | -84.0% | $28.8M | 0.05% |
| 2025 Q1 | 2025-05-15 | Add | 1,449,060 | 319,335 | +28.3% | $141.9M | 0.30% |
| 2024 Q4 | 2025-02-14 | Add | 1,129,725 | 1,048,619 | +1292.9% | $122.1M | 0.27% |
| 2024 Q3 | 2024-11-14 | New | 81,106 | 81,106 | — | $5.3M | 0.01% |
| 2024 Q2 | 2024-08-14 | Sold out | — | -32,404 | -100.0% | — | — |
| 2024 Q1 | 2024-05-15 | Reduce | 32,404 | -670,701 | -95.4% | $2.0M | 0.01% |
| 2023 Q4 | 2024-02-14 | Add | 703,105 | 596,847 | +561.7% | $53.3M | 0.12% |
| 2023 Q3 | 2023-11-14 | Reduce | 106,258 | -700,993 | -86.8% | $6.2M | 0.02% |
| 2023 Q2 | 2023-08-14 | Reduce | 807,251 | -658,347 | -44.9% | $51.4M | 0.13% |
| 2023 Q1 | 2023-05-15 | Reduce | 1,465,598 | -918,807 | -38.5% | $97.7M | 0.28% |
| 2022 Q4 | 2023-02-14 | Add | 2,384,405 | 1,012,163 | +73.8% | $116.7M | 0.37% |
| 2022 Q3 | 2022-11-14 | Add | 1,372,242 | 548,644 | +66.6% | $94.9M | 0.32% |
| 2022 Q2 | 2022-08-15 | Reduce | 823,598 | -37,841 | -4.4% | $69.0M | 0.23% |
| 2022 Q1 | 2022-05-16 | Add | 861,439 | 854,533 | +12373.8% | $142.0M | 0.42% |
| 2021 Q4 | 2022-02-14 | Add | 6,906 | 1,600 | +30.2% | $1.8M | 0.00% |
| 2021 Q3 | 2021-11-15 | New | 5,306 | 5,306 | — | $1.7M | 0.00% |
| 2021 Q2 | 2021-08-16 | Sold out | — | -285,329 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | Add | 285,329 | 251,881 | +753.1% | $97.2M | 0.25% |
| 2020 Q4 | 2021-02-16 | Add | 33,448 | 21,700 | +184.7% | $11.3M | 0.03% |
| 2020 Q3 | 2020-11-16 | New | 11,748 | 11,748 | — | $2.9M | 0.01% |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | Sold out | — | -6,556 | -100.0% | — | — |
| 2019 Q2 | 2019-08-14 | Reduce | 6,556 | -206,364 | -96.9% | $894.0K | 0.00% |
| 2019 Q1 | 2019-05-15 | Reduce | 212,920 | -78,736 | -27.0% | $27.5M | 0.09% |
| 2018 Q4 | 2019-02-14 | Reduce | 291,656 | -1,001,172 | -77.4% | $26.0M | 0.10% |
| 2018 Q3 | 2018-11-14 | Reduce | 1,292,828 | -25,502 | -1.9% | $111.5M | 0.30% |
| 2018 Q2 | 2018-08-14 | Add | 1,318,330 | 214,541 | +19.4% | $73.9M | 0.22% |
| 2018 Q1 | 2018-05-15 | New | 1,103,789 | 1,103,789 | — | $42.1M | 0.14% |
| 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.