Torrey Growth & Income Advisors TWLO — TWILIO INC

Ownership history in Torrey Growth & Income Advisors  ·  4 quarters on record

AI Ownership Summary

Torrey Growth & Income Advisors reported TWILIO INC (TWLO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows TWLO at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TWLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Torrey Growth & Income Advisors's position in TWILIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TWLO was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Torrey Growth & Income Advisors held TWLO — position size vs. price
% of Fund (quarterly)    TWLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 43.9% +39.1% ❌ 3,500 -2,740 -43.9% 0.24% $705K 2026-07-27 $194.47
2026 Q1 UNCHANGED — — — 6,240 — 0% 0.32% $771K 2026-04-21 $145.30
2025 Q4 REDUCED 8.8% -11.5% ✅ 6,240 -600 -8.8% 0.31% $888K 2026-02-17 $108.49
2025 Q3 INITIATED — — — 6,840 — — 0.20% $685K 2025-11-13 $123.99

FAQ About Torrey Growth & Income Advisors and TWLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Torrey Growth & Income Advisors reported owning TWLO?

Torrey Growth & Income Advisors reported TWLO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TWLO position in Torrey Growth & Income Advisors's portfolio?

The largest reported portfolio weight for TWLO was 0.32% in 2026 Q1.

What is the latest reported TWLO position on this page?

The most recent filing on this page is 2026 Q2, when Torrey Growth & Income Advisors reported 3,500 shares, equal to 0.24% of portfolio, with an estimated market value of $705K.

What does the chart on this TWLO ownership page compare?

The chart compares Torrey Growth & Income Advisors's quarterly TWLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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