SEC 13F Intelligence

Df Dent & Co Inc / TWLO

Df Dent & Co Inc’s Twilio Inc Position

Does Df Dent & Co Inc own Twilio Inc (TWLO)? Not currently — the last reported position was 343.5K shares worth $57M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$57M
Q1 2022
Shares
343.5K
% of Portfolio
+0.65%
Quarters Held
10
position exited

Position History TWLO

Reported value by quarter
Q4 ’19: $26MQ4 ’19Q1 ’20: $25MQ2 ’20: $55MQ2 ’20Q3 ’20: $65MQ4 ’20: $91MQ4 ’20Q1 ’21: $94MQ2 ’21: $109MQ2 ’21Q3 ’21: $91MQ4 ’21: $92MQ4 ’21Q1 ’22: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022343.5K$57M+0.65%
Q4 2021347.5K$92M+0.92%
Q3 2021286.6K$91M+0.94%
Q2 2021276.1K$109M+1.16%
Q1 2021276.4K$94M+1.09%
Q4 2020268.3K$91M+1.05%
Q3 2020263.6K$65M+0.88%
Q2 2020251.3K$55M+0.83%
Q1 2020275.3K$25M+0.48%
Q4 2019264.7K$26M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Df Dent & Co Inc’s full portfolio or all institutional holders of TWLO.