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Disclosery

Clayton Partners LLC: TWLO position timeline

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

Clayton Partners LLC held 25,232 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 25,232 shares
    Change vs previous 13F -7,397 shares

    3.42% of the 13F portfolio, value $5,206,119.

    13F-HR 0001754960-26-000768 filed by Clayton Partners 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 32,629 shares
    Change vs previous 13F +161 shares

    2.98% of the 13F portfolio, value $4,105,381.

    13F-HR 0001754960-26-000385 filed by Clayton Partners 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 32,468 shares
    Change vs previous 13F -348 shares

    3.34% of the 13F portfolio, value $4,618,248.

    13F-HR 0001754960-26-000186 filed by Clayton Partners 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 32,816 shares
    Change vs previous 13F -79 shares

    2.49% of the 13F portfolio, value $3,284,553.

    13F-HR 0001754960-25-000761 filed by Clayton Partners 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 32,895 shares
    Change vs previous 13F -3,459 shares

    3.44% of the 13F portfolio, value $4,090,822.

    13F-HR 0001754960-25-000604 filed by Clayton Partners 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 36,354 shares
    Change vs previous 13F -21,824 shares

    3.1% of the 13F portfolio, value $3,559,420.

    13F-HR 0001754960-25-000303 filed by Clayton Partners 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 58,178 shares
    Change vs previous 13F +9,570 shares

    4.35% of the 13F portfolio, value $6,287,878.

    13F-HR 0001754960-25-000117 filed by Clayton Partners 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 48,608 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,170,214.

    13F-HR 0001754960-24-000571 filed by Clayton Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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