TWLO — TWILIO INC

Ownership history in Edgestream Partners, L.P.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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.

Peak position
0.04% (2024 Q1)
Avg. % of fund
0.03%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,821 +1,759 +29.0% 0.02% $783K $100.09
2024 Q4 REDUCED 6,062 -6,431 -51.5% 0.03% $655K $108.08
2024 Q1 ADDED 12,493 +9,172 +276.2% 0.04% $764K $61.15
2023 Q2 INITIATED 3,321 — — 0.02% $211K $63.62
% of Fund (quarterly)    TWLO price (monthly, adj. close)

Other funds also holding TWLO

As of 2025 Q4 — sorted by position size

Toronado Partners, LLC 3Y 7Y 14.22% 13D Management LLC 3Y 7Y 10.28% Circumference Group LLC 9.96% Sachem Head Capital Management LP 3Y 7Y 7.65% No Street GP LP 3Y 7.4% Metavasi Capital LP 3Y 5.08% Blue Grotto Capital, LLC 3Y 4.36% O'Neil Global Advisors, Inc. 3Y 4.23% BEACONLIGHT CAPITAL, LLC 3Y 7Y 3.83% RJA Asset Management LLC 3Y 3.43%
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