Dan Polen - Polen Capital Management
Holding/activity history for Twilio Inc. (TWLO)
← All TWLO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,708 | <0.01 | Reduce 11.39% | <0.01 | $105.00–144.79 · VW $122.00i | $340,721 | SEC |
| 2025 Q4 | 3,056 | <0.01 | Add 1.49% | $99.22–145.90 · VW $129.07i | $434,685 | SEC | |
| 2025 Q3 | 3,011 | <0.01 | Reduce 77.38% | <0.01 | $91.84–135.40 · VW $112.06i | $301,371 | SEC |
| 2025 Q2 | 13,313 | 0.01 | Buy | 0.01 | $77.51–125.52 · VW $107.18i | $1,655,605 | SEC |
Price snapshot:
Current price$218.24
Avg. buy price$124.62
+/- since buy75.12%
52-week low$91.84
52-week high$238.48