Meritage Portfolio Management / TWLO
Meritage Portfolio Management’s Twilio Inc Position
Does Meritage Portfolio Management own Twilio Inc (TWLO)? Yes — 75.1K shares worth $11M (+0.71% of its 13F portfolio) as of Q4 2025, down from 76.3K shares the prior filed quarter.
Position Value
$11M
Q4 2025
Shares
75.1K
% of Portfolio
+0.71%
Quarters Held
2
currently held
Position History TWLO
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of TWLO.