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Disclosery

No Street GP LP: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of No Street GP LP on TWLO, newest first. How the timeline and the estimate are built.

No Street GP LP held 510,000 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 510,000 shares
    Change vs previous 13F -208,993 shares

    6.32% of the 13F portfolio, value $105,228,300.

    13F-HR 0001765774-26-000009 filed by No Street GP 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 718,993 shares
    Change vs previous 13F -53,693 shares

    6.04% of the 13F portfolio, value $90,463,699.

    13F-HR 0001765774-26-000006 filed by No Street GP LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 772,686 shares
    Change vs previous 13F -61,307 shares

    7.4% of the 13F portfolio, value $109,906,857.

    13F-HR 0001765774-26-000002 filed by No Street GP LP
    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 833,993 shares
    Change vs previous 13F +165,800 shares

    5.55% of the 13F portfolio, value $83,474,359.

    13F-HR 0001765774-25-000005 filed by No Street GP LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 668,193 shares
    Change vs previous 13F +25,000 shares

    6.21% of the 13F portfolio, value $83,096,481.

    13F-HR 0001879202-25-000036 filed by No Street GP LP
    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 643,193 shares
    Change vs previous 13F -173,193 shares

    4.93% of the 13F portfolio, value $62,975,027.

    13F-HR 0001879202-25-000021 filed by No Street GP LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 816,386 shares
    Change vs previous 13F 0 shares

    5.96% of the 13F portfolio, value $88,234,999.

    13F-HR 0001879202-25-000006 filed by No Street GP LP
    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 816,386 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $53,244,695.

    13F-HR 0001879202-24-000063 filed by No Street GP LP
    Filed (acceptance time not in the bulk data set), ingested

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