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Disclosery

Circumference Group LLC: TWLO position timeline

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

Circumference Group LLC held 20,000 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 20,000 shares
    Change vs previous 13F -5,000 shares

    8.96% of the 13F portfolio, value $4,126,600.

    13F-HR 0001420506-26-001805 filed by Circumference Group 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 25,000 shares
    Change vs previous 13F -40,000 shares

    7.05% of the 13F portfolio, value $3,145,500.

    13F-HR 0001420506-26-001158 filed by Circumference Group 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 65,000 shares
    Change vs previous 13F -4,000 shares

    10.31% of the 13F portfolio, value $9,245,600.

    13F-HR 0001420506-26-000560 filed by Circumference Group 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 69,000 shares
    Change vs previous 13F +2,000 shares

    8.11% of the 13F portfolio, value $6,906,210.

    13F-HR 0001420506-25-003406 filed by Circumference Group 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 67,000 shares
    Change vs previous 13F +17,000 shares

    8.64% of the 13F portfolio, value $8,332,120.

    13F-HR 0001420506-25-002184 filed by Circumference Group 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 50,000 shares
    Change vs previous 13F 0 shares

    6.06% of the 13F portfolio, value $4,895,500.

    13F-HR 0001420506-25-001266 filed by Circumference Group 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 50,000 shares
    Change vs previous 13F 0 shares

    5.04% of the 13F portfolio, value $5,404,000.

    13F-HR 0001420506-25-000601 filed by Circumference Group 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 50,000 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $3,261,000.

    13F-HR 0001420506-24-002546 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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