MORGENS WATERFALL VINTIADIS & CO INC: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGENS WATERFALL VINTIADIS & CO INC on TWLO, newest first. How the timeline and the estimate are built.

MORGENS WATERFALL VINTIADIS & CO INC held 32,000 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 32,000 shares
Change vs previous 13F +32,000 shares
5.03% of the 13F portfolio, value $6,602,560.
13F-HR 0001140361-26-032983 filed by MORGENS WATERFALL VINTIADIS & CO INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 0 shares
Change vs previous 13F -32,500 shares
13F-HR 0001140361-26-021536 filed by MORGENS WATERFALL VINTIADIS & CO INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 32,500 shares
Change vs previous 13F not available
3.39% of the 13F portfolio, value $4,622,800.
13F-HR 0001140361-26-005632 filed by MORGENS WATERFALL VINTIADIS & CO INC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).