Durable Capital Partners LP: TWILIO INC (TWLO): Quarterly 13F Position History
As of Q2 2026, Durable Capital Partners LP reported 1,846,153 shares of TWILIO INC (TWLO), worth $380.9M and representing 3.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,846,153 (re-initiated) . The position first appeared in Q1 2020 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 1,846,153Shares Held (Latest Filing)
- $380.9MReported Market Value (Latest Filing)
- 3.7%Portfolio Weight (% of 13F Equity Book)
- +1,846,153Quarter-over-Quarter Share Change
- +$380.9MQuarter-over-Quarter Value Change
- 1,846,153Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,846,153 | +1,846,153 | – | $380.9M | 3.7% | $206.3 |
| Q1 2026 | 0 | 962,089 | -100.0% | $0 | 0.0% | – |
| Q4 2025 | 962,089 | +962,089 | – | $136.8M | 1.3% | $142.2 |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 1,057,585 | -100.0% | $0 | 0.0% | – |
| Q4 2021 | 1,057,585 | 50,775 | -4.6% | $278.5M | 2.2% | $263.3 |
| Q3 2021 | 1,108,360 | +421,690 | +61.4% | $353.6M | 2.7% | $319.0 |
| Q2 2021 | 686,670 | 65,365 | -8.7% | $270.7M | 2.0% | $394.2 |
| Q1 2021 | 752,035 | 183,431 | -19.6% | $256.3M | 2.2% | $340.8 |
| Q4 2020 | 935,466 | 255,159 | -21.4% | $316.7M | 2.8% | $338.5 |
| Q3 2020 | 1,190,625 | 66,561 | -5.3% | $294.2M | 3.2% | $247.1 |
| Q2 2020 | 1,257,186 | +706,848 | +128.4% | $275.9M | 3.4% | $219.4 |
| Q1 2020 | 550,338 | – | – | $49.3M | 1.0% | $89.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Durable Capital Partners LP first disclose a TWLO position in 13F-HR filings?
Durable Capital Partners LP first reported TWILIO INC (TWLO) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was Durable Capital Partners LP's most recent quarter-over-quarter share-count change in TWLO?
Between Q1 2026 and Q2 2026, Durable Capital Partners LP added 1,846,153 shares of TWLO (re-initiated), bringing the total reported position to 1,846,153 shares at a market value of $380.9M.
Does the implied price-per-share represent Durable Capital Partners LP's cost basis in TWLO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.