SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / TWLO

Intrinsic Edge Capital Management LLC’s Twilio Inc Position

Does Intrinsic Edge Capital Management LLC own Twilio Inc (TWLO)? Not currently — the last reported position was 363.8K shares worth $21M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q2 2024
Shares
363.8K
% of Portfolio
+1.87%
Quarters Held
2
position exited

Position History TWLO

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q2 ’24: $21MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024363.8K$21M+1.87%
Q3 20215.0K$2M+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Edge Capital Management LLC’s full portfolio or all institutional holders of TWLO.