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Disclosery

13D Management LLC: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 13D Management LLC on TWLO, newest first. How the timeline and the estimate are built.

13D Management LLC held 39,000 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,000 shares
    Change vs previous 13F -21,755 shares

    11.28% of the 13F portfolio, value $8,046,870.

    13F-HR 0001172661-26-003515 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,755 shares
    Change vs previous 13F 0 shares

    11.85% of the 13F portfolio, value $7,644,194.

    13F-HR 0001172661-26-002041 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,755 shares
    Change vs previous 13F 0 shares

    10.28% of the 13F portfolio, value $8,641,791.

    13F-HR 0001172661-26-000830 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,755 shares
    Change vs previous 13F 0 shares

    5.83% of the 13F portfolio, value $6,080,968.

    13F-HR 0001172661-25-004791 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,755 shares
    Change vs previous 13F -1,785 shares

    6.89% of the 13F portfolio, value $7,555,492.

    13F-HR 0001172661-25-003316 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,540 shares
    Change vs previous 13F -28,217 shares

    5.4% of the 13F portfolio, value $6,123,291.

    13F-HR 0001172661-25-001944 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 90,757 shares
    Change vs previous 13F -8,136 shares

    7.27% of the 13F portfolio, value $9,809,017.

    13F-HR 0000921895-25-000422 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,893 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $6,449,802.

    13F-HR 0000921895-24-002654 filed by 13D Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).