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Disclosery

Delta Global Management LP: TWLO position timeline

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

Delta Global Management LP held 19,549 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,549 shares
    Change vs previous 13F -41,683 shares

    0.44% of the 13F portfolio, value $4,033,545.

    13F-HR 0001172661-26-003411 filed by Delta Global Management LP
    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 61,232 shares
    Change vs previous 13F +61,232 shares

    0.63% of the 13F portfolio, value $7,704,210.

    13F-HR 0001172661-26-002242 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -71,159 shares

    13F-HR 0001172661-25-004852 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 71,159 shares
    Change vs previous 13F -129,758 shares

    0.59% of the 13F portfolio, value $8,849,333.

    13F-HR 0001172661-25-003426 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 200,917 shares
    Change vs previous 13F -114,067 shares

    1.42% of the 13F portfolio, value $19,671,783.

    13F-HR 0001172661-25-002036 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 314,984 shares
    Change vs previous 13F -373,584 shares

    2.82% of the 13F portfolio, value $34,043,471.

    13F-HR 0001172661-25-001079 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 688,568 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $44,908,405.

    13F-HR 0001172661-24-004857 filed by Delta Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

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