Sachem Head Capital Management LP — TWILIO INC TWLO: Quarterly 13F Position History
Sachem Head Capital Management LP has reported TWILIO INC (TWLO) on 9 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2024. As of Q1 2026, the position is sized at 2,295,000 shares ($288.8M market value, 6.96% of the equity book).
- 2,295,000Shares Held (Latest Filing)
- $288.8MReported Market Value (Latest Filing)
- 6.96%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$37.7MQuarter-over-Quarter Value Change
- 3,295,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,295,000 | 0 | — | $288.8M | 6.96% | $125.82 |
| Q4 2025 | 2,295,000 | 1,000,000 | -30.3% | $326.4M | 7.65% | $142.24 |
| Q3 2025 | 3,295,000 | 0 | — | $329.8M | 9.32% | $100.09 |
| Q2 2025 | 3,295,000 | 0 | — | $409.8M | 12.79% | $124.36 |
| Q1 2025 | 3,295,000 | 0 | — | $322.6M | 12.93% | $97.91 |
| Q4 2024 | 3,295,000 | 0 | — | $356.1M | 19.62% | $108.08 |
| Q3 2024 | 3,295,000 | 0 | — | $214.9M | 11.27% | $65.22 |
| Q2 2024 | 3,295,000 | 0 | — | $187.2M | 9.31% | $56.81 |
| Q1 2024 | 3,295,000 | — | — | $201.5M | 9.32% | $61.15 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Sachem Head Capital Management LP first disclose a TWLO position in 13F-HR filings?
Sachem Head Capital Management LP first reported TWILIO INC (TWLO) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Sachem Head Capital Management LP's most recent quarter-over-quarter share-count change in TWLO?
Sachem Head Capital Management LP held the same 2,295,000 shares of TWLO between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Sachem Head Capital Management 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.