Ownership history in Circumference Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Circumference Group LLC reported a position in TWILIO INC (TWLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 65,000 | -4,000 | -5.8% | 9.96% | $9.2M | $142.24 |
| 2025 Q3 | ADDED | 69,000 | +2,000 | +3.0% | 7.72% | $6.9M | $100.09 |
| 2025 Q2 | ADDED | 67,000 | +17,000 | +34.0% | 8.64% | $8.3M | $124.36 |
| 2025 Q1 | UNCHANGED | 50,000 | — | 0% | 6.00% | $4.9M | $97.91 |
As of 2025 Q4 — sorted by position size