SEC 13F Intelligence

Nightview Capital, LLC / TWLO

Nightview Capital, LLC’s Twilio Inc Position

Does Nightview Capital, LLC own Twilio Inc (TWLO)? Not currently — the last reported position was 22.4K shares worth $8M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2020
Shares
22.4K
% of Portfolio
+1.80%
Quarters Held
4
position exited

Position History TWLO

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $5MQ2 ’20Q3 ’20: $6MQ3 ’20Q4 ’20: $8MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202022.4K$8M+1.80%
Q3 202024.3K$6M+1.88%
Q2 202024.3K$5M+1.01%
Q1 202025.8K$2M+0.59%

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