Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Twilio Inc. (TWLO)
← All TWLO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 16,767 <0.01 Add 88.97% <0.01 $105.00–144.79 · VW $122.00i $2,109,624 SEC
2025   Q4 8,873 <0.01 Add 92.81% <0.01 $99.22–145.90 · VW $129.07i $1,262,096 SEC
2025   Q3 4,602 <0.01 Reduce 88.82% 0.03 $91.84–135.40 · VW $112.06i $460,614 SEC
2025   Q2 41,151 0.03 Add 11.85% <0.01 $77.51–125.52 · VW $107.18i $5,117,538 SEC
2025   Q1 36,792 0.03 Reduce 31.36% 0.02 $94.13–151.95 · VW $124.27i $3,602,305 SEC
2024   Q4 53,599 0.06 Reduce 13.03% <0.01 $63.19–116.43 · VW $95.15i $5,792,980 SEC
2024   Q3 61,628 0.04 Buy 0.04 $55.38–65.64 · VW $60.49i $4,019,378 SEC
2024   Q1 0 0.00 Sell 100.00% <0.01 $55.57–76.03 · VW $63.91i SEC
2023   Q4 3,671 <0.01 Buy <0.01 $49.86–78.16 · VW $62.46i $278,519 SEC
2023   Q2 0 0.00 Sell 100.00% 0.02 $45.02–69.81 · VW $61.34i SEC
2023   Q1 11,403 0.02 Buy 0.02 $48.05–79.70 · VW $65.49i $759,782 SEC
2020   Q3 0 0.00 Sell 100.00% 0.02 $214.32–288.81 · VW $258.04i SEC
2020   Q2 3,120 0.02 Buy 0.02 $79.25–222.38 · VW $166.93i $685,000 SEC
2019   Q1 0 0.00 Sell 100.00% <0.01 $80.13–136.00 · VW $114.14i SEC
2018   Q4 3,769 <0.01 Reduce 22.56% <0.01 $62.43–100.47 · VW $83.91i $337,000 SEC
2018   Q3 4,867 <0.01 Buy <0.01 $54.50–88.88 · VW $73.55i $420,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.03 $33.07–70.96 · VW $52.34i
IPO/listing quarter
SEC
2016   Q2 57,091 0.03 Buy 0.03 $36.50 $2,084,000 SEC
Price snapshot:
Current price$218.24
Avg. buy price$115.09
+/- since buy89.63%
52-week low$91.84
52-week high$238.48