Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,126,600
+$981,100 QoQ
Shares Held
20,000
-20.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
8.96%
of 13F equity value
Holder Rank
#279
of 955 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Circumference Group LLC holds $10,965,248 across 4 Software - Infrastructure names. TWLO ranks #1 (37.6% of the industry book) .
All Filings in TWLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,126,600 | 20,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,145,500 | 25,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,245,600 | 65,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,906,210 | 69,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,332,120 | 67,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,895,500 | 50,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,404,000 | 50,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,261,000 | 50,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,556,450 | 45,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,834,500 | 30,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,517,400 | 20,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||