Whetstone Capital Advisors, LLC / TWLO
Whetstone Capital Advisors, LLC’s Twilio Inc Position
Does Whetstone Capital Advisors, LLC own Twilio Inc (TWLO)? Not currently — the last reported position was 96.2K shares worth $16M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$16M
Q1 2022
Shares
96.2K
% of Portfolio
+5.36%
Quarters Held
14
position exited
Position History TWLO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2022 | 96.2K | $16M | +5.36% |
| Q4 2021 | 125.0K | $33M | +6.75% |
| Q3 2021 | 124.9K | $40M | +6.97% |
| Q2 2021 | 125.7K | $50M | +9.20% |
| Q1 2021 | 139.4K | $47M | +10.02% |
| Q4 2020 | 136.7K | $46M | +9.56% |
| Q3 2020 | 164.9K | $41M | +7.55% |
| Q2 2020 | 165.4K | $36M | +7.65% |
| Q1 2020 | 200.5K | $18M | +6.17% |
| Q4 2019 | 21.2K | $2M | +0.64% |
| Q3 2019 | 229.1K | $25M | +6.77% |
| Q2 2019 | 23.5K | $3M | +0.99% |
| Q1 2019 | 23.5K | $3M | +1.23% |
| Q4 2018 | 22.2K | $2M | +1.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whetstone Capital Advisors, LLC’s full portfolio or all institutional holders of TWLO.