Toronado Partners, LLC

Position in TWLO — Twilio Inc

CIK 1749611 SAN FRANCISCO, CA

Position in TWLO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,655,214

-$10,232,051 QoQ

Shares Held

36,999

-64.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

8.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Toronado Partners, LLC holds $11,403,618 across 2 Software - Infrastructure names. TWLO ranks #2 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WIX	Wix.com Ltd.	74,924	$6,748,404
2	TWLO	Twilio Inc This page	36,999	$4,655,214

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,655,214	36,999	-64.6%	Shares	Sole	2026-05-13
2025-12-31	$14,887,265	104,663	-40.6%	Shares	Sole	2026-02-12
2025-09-30	$17,633,555	176,177	+22.7%	Shares	Sole	2025-11-13
2025-06-30	$17,859,215	143,609	-2.7%	Shares	Sole	2025-08-13
2025-03-31	$14,456,803	147,654	-7.9%	Shares	Sole	2025-05-14
2024-12-31	$17,319,820	160,250	-45.0%	Shares	Sole	2025-02-13
2024-09-30	$18,995,325	291,250	+28.5%	Shares	Sole	2024-11-13
2024-06-30	$12,879,963	226,720	-26.2%	Shares	Sole	2024-08-13
2024-03-31	$18,792,862	307,324	+32.4%	Shares	Sole	2024-05-14
2023-12-31	$17,616,482	232,193	+31.7%	Shares	Sole	2024-02-13
2023-09-30	$10,317,492	176,277	-50.1%	Shares	Sole	2023-11-13
2023-06-30	$22,456,396	352,977	-37.7%	Shares	Sole	2023-08-11
2023-03-31	$37,759,353	566,702	-8.4%	Shares	Sole	2023-05-12
2022-12-31	$30,286,753	618,602	+55.9%	Shares	Sole	2023-05-12
2022-09-30	$27,441,803	396,902	+31.5%	Shares	Sole	2022-11-10
2022-06-30	$25,305,339	301,937	+57.6%	Shares	Sole	2022-08-12
2022-03-31	$31,567,212	191,537	+118.8%	Shares	Sole	2022-05-13
2021-12-31	$23,057,259	87,557	+73.2%	Shares	Sole	2022-02-11
2021-09-30	$16,130,209	50,557	-10.6%	Shares	Sole	2021-11-12
2021-06-30	$22,292,506	56,557	-5.8%	Shares	Sole	2021-08-13
2021-03-31	$20,465,023	60,057	-11.8%	Shares	Sole	2021-05-14
2020-12-31	$23,037,294	68,057	-24.0%	Shares	Sole	2021-02-12
2020-09-30	$22,138,769	89,598	-30.9%	Shares	Sole	2020-11-13
2020-06-30	$28,436,393	129,598	-64.9%	Shares	Sole	2020-08-14
2020-03-31	$33,015,724	368,932	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.