David M. Polen
Polen Capital Management
Polen Capital Management Twilio Inc stake
total: 588
Polen Capital Management TWLO trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 5,572 Twilio Inc (TWLO) shares with a market value of roughly $1.15M accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $138.88 for "buy" trades and estimated average "sell" price is $100.93. Polen Capital Management first purchased TWLO in 2025 Q2, initially acquiring 13,313 shares. Since the initial investment in Twilio Inc (TWLO), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Twilio Inc (TWLO)?
Polen Capital Management first invested in Twilio Inc (TWLO) in 2025 Q2 at the reported quarter-end price of $124.36 per share.
What's the cost basis of Polen Capital Management's TWLO stake?
The estimated cost basis for Twilio Inc (TWLO) stake is around $138.88 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $138.88
- Weighted AVG sell price:
- $100.93
Polen Capital Management's historical trades in Twilio Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
5,572
|
$206.33
|
$1,149,671
|
+105.76% (+2,864)
|
+0.01%
|
|
2026 Q1
|
0.00%
|
2,708
|
$125.82
|
$340,721
|
-11.39% (-348)
|
-0%
|
|
2025 Q4
|
0.00%
|
3,056
|
$142.24
|
$434,685
|
+1.49% (+45)
|
+0%
|
|
2025 Q3
|
0.00%
|
3,011
|
$100.09
|
$301,371
|
-77.38% (-10,302)
|
-0%
|
|
2025 Q2
|
0.01%
|
13,313
|
$124.36
|
$1,655,605
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.