Toronado Partners’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.66M | Sell |
36,999
-67,664
| -65% | -$8.32M | 8.78% | 7 |
|
|
2025
Q4 | $14.9M | Sell |
104,663
-71,514
| -41% | -$8.86M | 14.22% | 1 |
|
|
2025
Q3 | $17.6M | Buy |
176,177
+32,568
| +23% | +$3.67M | 11.69% | 2 |
|
|
2025
Q2 | $17.9M | Sell |
143,609
-4,045
| -3% | -$430K | 12.68% | 3 |
|
|
2025
Q1 | $14.5M | Sell |
147,654
-12,596
| -8% | -$1.49M | 10.11% | 4 |
|
|
2024
Q4 | $17.3M | Sell |
160,250
-131,000
| -45% | -$12M | 10.94% | 2 |
|
|
2024
Q3 | $19M | Buy |
291,250
+64,530
| +28% | +$3.86M | 11.35% | 3 |
|
|
2024
Q2 | $12.9M | Sell |
226,720
-80,604
| -26% | -$4.76M | 8.25% | 7 |
|
|
2024
Q1 | $18.8M | Buy |
307,324
+75,131
| +32% | +$4.95M | 10.41% | 4 |
|
|
2023
Q4 | $17.6M | Buy |
232,193
+55,916
| +32% | +$3.49M | 9.26% | 6 |
|
|
2023
Q3 | $10.3M | Sell |
176,277
-176,700
| -50% | -$11M | 5.85% | 10 |
|
|
2023
Q2 | $22.5M | Sell |
352,977
-213,725
| -38% | -$12.6M | 9.74% | 4 |
|
|
2023
Q1 | $37.8M | Sell |
566,702
-51,900
| -8% | -$3.2M | 13.81% | 1 |
|
|
2022
Q4 | $30.3M | Buy |
618,602
+221,700
| +56% | +$12.6M | 11.61% | 2 |
|
|
2022
Q3 | $27.4M | Buy |
396,902
+94,965
| +31% | +$7.59M | 9.68% | 4 |
|
|
2022
Q2 | $25.3M | Buy |
301,937
+110,400
| +58% | +$12.4M | 8.24% | 7 |
|
|
2022
Q1 | $31.6M | Buy |
191,537
+103,980
| +119% | +$18.9M | 9.29% | 5 |
|
|
2021
Q4 | $23.1M | Buy |
87,557
+37,000
| +73% | +$11.1M | 7.34% | 8 |
|
|
2021
Q3 | $16.1M | Sell |
50,557
-6,000
| -11% | -$2.18M | 5.67% | 9 |
|
|
2021
Q2 | $22.3M | Sell |
56,557
-3,500
| -6% | -$1.22M | 6.5% | 10 |
|
|
2021
Q1 | $20.5M | Sell |
60,057
-8,000
| -12% | -$3M | 6.64% | 9 |
|
|
2020
Q4 | $23M | Sell |
68,057
-21,541
| -24% | -$6.73M | 6.11% | 9 |
|
|
2020
Q3 | $22.1M | Sell |
89,598
-40,000
| -31% | -$9.86M | 6.17% | 11 |
|
|
2020
Q2 | $28.4M | Sell |
129,598
-239,334
| -65% | -$38.4M | 7.42% | 8 |
|
|
2020
Q1 | $33M | Buy |
368,932
+132,227
| +56% | +$14.5M | 10.32% | 4 |
|
|
2019
Q4 | $23.3M | Buy |
236,705
+85,100
| +56% | +$8.69M | 6.61% | 10 |
|
|
2019
Q3 | $16.7M | Buy |
151,605
+65,000
| +75% | +$8.43M | 5.7% | 11 |
|
|
2019
Q2 | $11.8M | Sell |
86,605
-8,000
| -8% | -$1.07M | 5.19% | 11 |
|
|
2019
Q1 | $12.2M | Buy |
94,605
+18,382
| +24% | +$2.07M | 6.68% | 10 |
|
|
2018
Q4 | $6.81M | Buy |
+76,223
| New | +$6.19M | 5.9% | 11 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Toronado Partners's TWLO Position: Q1 2026 in Review
Toronado Partners reduced its Twilio (TWLO) stake by 65% in Q1 2026, selling an estimated $8.32M and leaving 36,999 shares worth $4.66M. The position accounts for 8.78% of the portfolio, ranked #7.
Toronado Partners first reported a position in TWLO in Q4 2018 and has held it in 30 quarters since. The position peaked at $37.8M in Q1 2023. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Toronado Partners held 36,999 shares of Twilio worth $4.66M as of Q1 2026.
- Toronado Partners sold 67,664 Twilio shares in Q1 2026, an estimated $8.32M.
- Twilio made up 8.78% of Toronado Partners's portfolio in Q1 2026, its #7 holding.
- Toronado Partners first reported a position in Twilio in Q4 2018 and has held it in 30 quarters since.
- Toronado Partners's Twilio position peaked at $37.8M in Q1 2023.
- 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Toronado Partners's 13F filing for Q1 2026, filed 13 May 2026.