TWLO fund manager activity
Twilio Inc · NYSE. Reported by 16 tracked fund managers in their 13F filings, Q2 2016 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 716,946 | $101,978,399 | 2.16% | Feb 17, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Henry Ellenbogen - Durable Capital Partners | New | 962,089 | $136,847,539 | 1.29% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 8,873 | $1,262,096 | 0.00% | Feb 17, 2026 |
| Polen Capital Management | Added | 3,056 | $434,685 | 0.00% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 965,763 | $96,663,219 | 2.51% | Nov 14, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Added | 512,800 | $51,326,000 | 1.31% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 4,602 | $460,614 | 0.00% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 3,011 | $301,371 | 0.00% | Nov 12, 2025 |
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