TWLO Stock Ownership Activity

TWILIO INC - A 13F holders

2 value investing gurus have made changes to the TWILIO INC - A (TWLO) position according to the gurus' latest SEC quarterly report(s). TWLO has been bought (as a new position) by 1, completely sold out by 1 guru(s)

Which gurus or hedge funds are buying TWLO now?

According to the latest SEC filing(s) TWILIO INC - A (TWLO) has been bought by David M. Polen - Polen Capital Management (new buy).

To see more about who is investing in TWILIO INC - A (TWLO), please go to the TWLO ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2025 Q2 (2 results)
David M. Polen
Polen Capital Management
buy
+13,313
+0.01%
0.01%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-255,514
-0.07%
0.00%
Current price: $106.38 14.46% AVG reported price*: $124.36
2025 Q1 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
-69.52%
-582,871
-0.18%
0.00%
Brian Bares
Bares Capital Management
-100.00%
-159,045
-2.02%
0.00%
Current price: $106.38 3.29% AVG reported price*: $103.00
2024 Q4 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+838,385
+0.29%
0.29%
Brian Bares
Bares Capital Management
-25.73%
-55,090
-0.54%
0.00%
Current price: $106.38 1.57% AVG reported price*: $108.08
2024 Q3 (1 result)
Brian Bares
Bares Capital Management
-0.93%
-2,000
-0.01%
1.27%
Current price: $106.38 63.11% Reported price*: $65.22
2024 Q2 (1 result)
Brian Bares
Bares Capital Management
-16.46%
-42,595
-0.12%
0.59%
Current price: $106.38 87.26% Reported price*: $56.81
2024 Q1 (1 result)
Brian Bares
Bares Capital Management
-39.65%
-170,000
-0.41%
0.63%
Current price: $106.38 73.97% Reported price*: $61.15
2023 Q4 (1 result)
Brian Bares
Bares Capital Management
+28.57%
+95,258
+0.28%
1.28%
Current price: $106.38 40.21% Reported price*: $75.87
2023 Q3 (1 result)
Brian Bares
Bares Capital Management
+0.33%
+1,095
+0.00%
0.83%
Current price: $106.38 81.75% Reported price*: $58.53
2023 Q1 (1 result)
Brian Bares
Bares Capital Management
-16.57%
-66,000
-0.16%
0.78%
Current price: $106.38 59.66% Reported price*: $66.63
2022 Q4 (1 result)
Brian Bares
Bares Capital Management
+7.27%
+27,000
+0.05%
0.74%
Current price: $106.38 117.28% Reported price*: $48.96
2022 Q3 (1 result)
Brian Bares
Bares Capital Management
+25.75%
+76,055
+0.21%
1.00%
Current price: $106.38 53.86% Reported price*: $69.14
2022 Q2 (2 results)
Brian Bares
Bares Capital Management
+63.77%
+115,000
+0.35%
0.91%
Chase Coleman III
Tiger Global Management
-100.00%
-125,000
-0.17%
0.00%
Current price: $106.38 26.93% AVG reported price*: $83.81
2022 Q1 (4 results)
Brian Bares
Bares Capital Management
+94.27%
+87,500
+0.34%
0.69%
Chase Coleman III
Tiger Global Management
+67.33%
+50,299
+0.03%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-2,980,398
-3.19%
0.00%
Henry Ellenbogen
Durable Capital Partners
-100.00%
-1,057,585
-2.44%
0.00%
Current price: $106.38 35.45% AVG reported price*: $164.81
2021 Q4 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+2,980,398
+2.28%
0.00%
Henry Ellenbogen
Durable Capital Partners
-4.58%
-50,775
-0.10%
0.00%
Current price: $106.38 59.60% AVG reported price*: $263.34
2021 Q3 (1 result)
Henry Ellenbogen
Durable Capital Partners
+61.41%
+421,690
+1.02%
2.68%
Current price: $106.38 66.66% Reported price*: $319.05
2021 Q2 (2 results)
Brian Bares
Bares Capital Management
-2.62%
-2,500
-0.02%
0.65%
Henry Ellenbogen
Durable Capital Partners
-8.69%
-65,365
-0.19%
2.00%
Current price: $106.38 73.01% AVG reported price*: $394.16
2021 Q1 (2 results)
Henry Ellenbogen
Durable Capital Partners
-19.61%
-183,431
-0.53%
2.17%
Brian Bares
Bares Capital Management
-32.42%
-45,739
-0.29%
0.61%
Current price: $106.38 68.78% AVG reported price*: $340.76
2020 Q4 (3 results)
Henry Ellenbogen
Durable Capital Partners
-21.43%
-255,159
-0.77%
2.82%
Brian Bares
Bares Capital Management
-21.48%
-38,600
-0.24%
0.88%
Chase Coleman III
Tiger Global Management
-96.05%
-1,816,799
-1.58%
0.06%
Current price: $106.38 68.57% AVG reported price*: $338.50
2020 Q3 (3 results)
Chase Coleman III
Tiger Global Management
-0.76%
-14,500
-0.01%
1.32%
Henry Ellenbogen
Durable Capital Partners
-5.29%
-66,561
-0.18%
3.24%
Brian Bares
Bares Capital Management
-33.32%
-89,777
-0.47%
0.94%
Current price: $106.38 56.95% AVG reported price*: $247.09
2020 Q2 (2 results)
Henry Ellenbogen
Durable Capital Partners
+128.44%
+706,848
+1.93%
3.44%
Brian Bares
Bares Capital Management
-2.53%
-7,000
-0.04%
1.46%
Current price: $106.38 51.52% AVG reported price*: $219.42
2020 Q1 (2 results)
Henry Ellenbogen
Durable Capital Partners
buy
+550,338
+1.00%
1.00%
Brian Bares
Bares Capital Management
buy
+276,438
+0.89%
0.89%
Current price: $106.38 18.87% AVG reported price*: $89.49
2019 Q4 (2 results)
Chase Coleman III
Tiger Global Management
+76.65%
+827,000
+0.45%
1.03%
Stephen Mandel
Lone Pine Capital
-100.00%
-15,835
-0.01%
0.00%
Current price: $106.38 8.24% AVG reported price*: $98.28
2019 Q3 (2 results)
Stephen Mandel
Lone Pine Capital
buy
+15,835
+0.01%
0.00%
Daniel Loeb
Third Point
-100.00%
-150,000
-0.24%
0.00%
Current price: $106.38 13.62% AVG reported price*: $123.15
2019 Q2 (2 results)
Daniel Loeb
Third Point
buy
+150,000
+0.24%
0.00%
Chase Coleman III
Tiger Global Management
+2.76%
+29,000
+0.02%
0.80%
Current price: $106.38 21.98% AVG reported price*: $136.35
2019 Q1 (1 result)
Chase Coleman III
Tiger Global Management
buy
+1,050,000
+0.75%
0.75%
Current price: $106.38 17.65% Reported price*: $129.18
2018 Q4 (1 result)
Chase Coleman III
Tiger Global Management
-100.00%
-1,030,000
-0.59%
0.00%
Current price: $106.38 23.30% Reported price*: $86.28
2018 Q3 (1 result)
Chase Coleman III
Tiger Global Management
buy
+1,030,000
+0.42%
0.00%
Current price: $106.38 23.30% Reported price*: $86.28
2018 Q2 (1 result)
Brian Bares
Bares Capital Management
-100.00%
-1,932,511
-2.57%
0.00%
Current price: $106.38 178.63% Reported price*: $38.18
2018 Q1 (1 result)
Brian Bares
Bares Capital Management
-15.01%
-341,366
-0.50%
0.00%
Current price: $106.38 178.63% Reported price*: $38.18
2017 Q4 (1 result)
Brian Bares
Bares Capital Management
+21.05%
+395,471
+0.39%
2.24%
Current price: $106.38 350.77% Reported price*: $23.60
2017 Q3 (1 result)
Brian Bares
Bares Capital Management
+0.21%
+3,972
+0.01%
2.53%
Current price: $106.38 256.38% Reported price*: $29.85
50 of 51

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.