Bares Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-159,045
| Closed | -$17.2M | – | 23 |
|
|
2024
Q4 | $17.2M | Sell |
159,045
-55,090
| -26% | -$5.95M | 1.55% | 10 |
|
|
2024
Q3 | $14M | Sell |
214,135
-2,000
| -0.9% | -$130K | 1.27% | 10 |
|
|
2024
Q2 | $12.3M | Sell |
216,135
-42,595
| -16% | -$2.42M | 0.59% | 23 |
|
|
2024
Q1 | $15.8M | Sell |
258,730
-170,000
| -40% | -$10.4M | 0.63% | 20 |
|
|
2023
Q4 | $32.5M | Buy |
428,730
+95,258
| +29% | +$7.23M | 1.28% | 12 |
|
|
2023
Q3 | $19.5M | Buy |
333,472
+1,095
| +0.3% | +$64.1K | 0.83% | 13 |
|
|
2023
Q2 | $21.1M | Hold |
332,377
| – | – | 0.73% | 15 |
|
|
2023
Q1 | $22.1M | Sell |
332,377
-66,000
| -17% | -$4.4M | 0.78% | 15 |
|
|
2022
Q4 | $19.5M | Buy |
398,377
+27,000
| +7% | +$1.32M | 0.74% | 17 |
|
|
2022
Q3 | $25.7M | Buy |
371,377
+76,055
| +26% | +$5.26M | 1% | 17 |
|
|
2022
Q2 | $24.8M | Buy |
295,322
+115,000
| +64% | +$9.64M | 0.91% | 17 |
|
|
2022
Q1 | $29.7M | Buy |
180,322
+87,500
| +94% | +$14.4M | 0.69% | 16 |
|
|
2021
Q4 | $24.4M | Hold |
92,822
| – | – | 0.49% | 22 |
|
|
2021
Q3 | $29.6M | Hold |
92,822
| – | – | 0.53% | 19 |
|
|
2021
Q2 | $36.6M | Sell |
92,822
-2,500
| -3% | -$985K | 0.65% | 13 |
|
|
2021
Q1 | $32.5M | Sell |
95,322
-45,739
| -32% | -$15.6M | 0.61% | 14 |
|
|
2020
Q4 | $47.7M | Sell |
141,061
-38,600
| -21% | -$13.1M | 0.88% | 11 |
|
|
2020
Q3 | $44.4M | Sell |
179,661
-89,777
| -33% | -$22.2M | 0.94% | 10 |
|
|
2020
Q2 | $59.1M | Sell |
269,438
-7,000
| -3% | -$1.54M | 1.46% | 10 |
|
|
2020
Q1 | $24.7M | Buy |
+276,438
| New | +$24.7M | 0.89% | 15 |
|
|
2018
Q2 | – | Sell |
-1,932,511
| Closed | -$73.8M | – | 24 |
|
|
2018
Q1 | $73.8M | Sell |
1,932,511
-341,366
| -15% | -$13M | 2.83% | 15 |
|
|
2017
Q4 | $53.7M | Buy |
2,273,877
+395,471
| +21% | +$9.33M | 2.24% | 16 |
|
|
2017
Q3 | $56.1M | Buy |
1,878,406
+3,972
| +0.2% | +$119K | 2.53% | 16 |
|
|
2017
Q2 | $54.6M | Buy |
+1,874,434
| New | +$54.6M | 2.43% | 17 |
|