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Disclosery

Balyasny Asset Management: TWLO position timeline

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

Balyasny Asset Management held 755,608 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 755,608 shares
    Change vs previous 13F -348,166 shares

    0.29% of the 13F portfolio, value $155,904,599.

    13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
    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 1,103,774 shares
    Change vs previous 13F +52,760 shares

    0.27% of the 13F portfolio, value $138,876,845.

    13F-HR 0001193125-26-226359 filed by Balyasny Asset Management L.P.
    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 1,051,014 shares
    Change vs previous 13F +946,921 shares

    0.28% of the 13F portfolio, value $149,496,231.

    13F-HR 0001193125-26-054303 filed by Balyasny Asset Management L.P.
    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 104,093 shares
    Change vs previous 13F -129,658 shares

    0.02% of the 13F portfolio, value $10,418,668.

    13F-HR 0001193125-25-282267 filed by Balyasny Asset Management L.P.
    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 233,751 shares
    Change vs previous 13F -434,068 shares

    0.07% of the 13F portfolio, value $29,069,274.

    13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
    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 667,819 shares
    Change vs previous 13F +208,041 shares

    0.16% of the 13F portfolio, value $65,386,158.

    13F-HR 0000950123-25-005606 filed by Balyasny Asset Management L.P.
    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 459,778 shares
    Change vs previous 13F +135,615 shares

    0.12% of the 13F portfolio, value $49,692,806.

    13F-HR 0000950123-25-002486 filed by Balyasny Asset Management L.P.
    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 324,163 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,141,911.

    13F-HR 0000950123-24-011629 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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