TWILIO INC - A · CUSIP 90138F102 · CIK 1582090
As of 2026-06-30, Sachem Head Capital Management LP reported 620.00K TWLO (shares), valued at $127.92M, or 2.65% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 72.98%; reported value decreased 55.70%, and weight changed -4.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.65% | 620,000 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 6.96% | 2,295,000 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 7.65% | 2,295,000 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 9.32% | 3,295,000 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 12.79% | 3,295,000 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 12.93% | 3,295,000 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 19.62% | 3,295,000 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 11.27% | 3,295,000 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 9.31% | 3,295,000 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 9.32% | 3,295,000 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 9.32% | 3,295,000 | $201.49M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 9.31% | 3,295,000 | $187.19M | Shares unchanged; reported value decreased 7.10%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 11.27% | 3,295,000 | $214.90M | Shares unchanged; reported value increased 14.80%, and weight changed +1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 19.62% | 3,295,000 | $356.12M | Shares unchanged; reported value increased 65.72%, and weight changed +8.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 12.93% | 3,295,000 | $322.61M | Shares unchanged; reported value decreased 9.41%, and weight changed -6.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 12.79% | 3,295,000 | $409.77M | Shares unchanged; reported value increased 27.01%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 9.32% | 3,295,000 | $329.80M | Shares unchanged; reported value decreased 19.52%, and weight changed -3.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 7.65% | 2,295,000 | $326.44M | Shares decreased 30.35%; reported value decreased 1.02%, and weight changed -1.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 6.96% | 2,295,000 | $288.76M | Shares unchanged; reported value decreased 11.54%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.65% | 620,000 | $127.92M | Shares decreased 72.98%; reported value decreased 55.70%, and weight changed -4.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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