Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,911
Closed -$191K 2630
2025
Q3
$191K Buy
1,911
+1,223
+178% +$138K 0.04% 366
2025
Q2
$85.6K Buy
688
+592
+617% +$62.9K 0.02% 619
2025
Q1
$9.4K Sell
96
-550
-85% -$65.2K ﹤0.01% 1280
2024
Q4
$69.8K Sell
646
-625
-49% -$57.1K 0.01% 590
2024
Q3
$82.9K Sell
1,271
-2,257
-64% -$135K 0.02% 499
2024
Q2
$200K Buy
3,528
+3,000
+568% +$177K 0.06% 167
2024
Q1
$32.3K Sell
528
-200
-27% -$13.2K 0.01% 680
2023
Q4
$55.2K Sell
728
-144
-17% -$8.98K 0.01% 300
2023
Q3
$51K Buy
872
+311
+55% +$19.4K 0.01% 326
2023
Q2
$35.7K Buy
561
+430
+328% +$25.4K 0.01% 336
2023
Q1
$8.73K Buy
+131
New +$8.08K ﹤0.01% 858

Other funds holding TWLO

Quarry LP's TWLO Position: Q4 2025 in Review

Quarry LP sold out of Twilio (TWLO) in Q4 2025, closing a stake of 1,911 shares — an estimated $191K sold.

Quarry LP first reported a position in TWLO in Q1 2023 and held it in 11 quarters. The position peaked at $200K in Q2 2024. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Quarry LP reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Quarry LP sold 1,911 Twilio shares in Q4 2025, an estimated $191K.
  • Quarry LP first reported a position in Twilio in Q1 2023 and held it in 11 quarters.
  • Quarry LP's Twilio position peaked at $200K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Quarry LP's 13F filing for Q4 2025, filed 13 Feb 2026.