TWILIO INC - A · CUSIP 90138F102 · CIK 1749611
As of 2026-06-30, Toronado Partners, LLC reported 12.00K TWLO (shares), valued at $2.48M, or 6.97% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 67.57%; reported value decreased 46.82%, and weight changed -1.81 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 | 6.97% | 11,999 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 8.78% | 36,999 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 14.22% | 104,663 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 11.69% | 176,177 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 12.68% | 143,609 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 10.11% | 147,654 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 10.94% | 160,250 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 11.35% | 291,250 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 8.25% | 226,720 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 10.41% | 307,324 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 9.26% | 232,193 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 5.85% | 176,277 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.85% | 176,277 | $10.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 9.26% | 232,193 | $17.62M | Shares increased 31.72%; reported value increased 70.74%, and weight changed +3.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 10.41% | 307,324 | $18.79M | Shares increased 32.36%; reported value increased 6.68%, and weight changed +1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 8.25% | 226,720 | $12.88M | Shares decreased 26.23%; reported value decreased 31.46%, and weight changed -2.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 11.35% | 291,250 | $19.00M | Shares increased 28.46%; reported value increased 47.48%, and weight changed +3.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 10.94% | 160,250 | $17.32M | Shares decreased 44.98%; reported value decreased 8.82%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 10.11% | 147,654 | $14.46M | Shares decreased 7.86%; reported value decreased 16.53%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 12.68% | 143,609 | $17.86M | Shares decreased 2.74%; reported value increased 23.54%, and weight changed +2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 11.69% | 176,177 | $17.63M | Shares increased 22.68%; reported value decreased 1.26%, and weight changed -0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 14.22% | 104,663 | $14.89M | Shares decreased 40.59%; reported value decreased 15.57%, and weight changed +2.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 8.78% | 36,999 | $4.66M | Shares decreased 64.65%; reported value decreased 68.73%, and weight changed -5.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 6.97% | 11,999 | $2.48M | Shares decreased 67.57%; reported value decreased 46.82%, and weight changed -1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.