SEC 13F Intelligence

No Street GP LP / TWLO

No Street GP LP’s Twilio Inc Position

Does No Street GP LP own Twilio Inc (TWLO)? Yes — 719.0K shares worth $90M (+6.03% of its 13F portfolio) as of Q1 2026, down from 772.7K shares the prior filed quarter.

Position Value
$90M
Q1 2026
Shares
719.0K
% of Portfolio
+6.03%
Quarters Held
11
currently held

Position History TWLO

Reported value by quarter
Q3 ’23: $32MQ3 ’23Q4 ’23: $53MQ1 ’24: $42MQ1 ’24Q2 ’24: $41MQ3 ’24: $53MQ3 ’24Q4 ’24: $88MQ1 ’25: $63MQ1 ’25Q2 ’25: $83MQ3 ’25: $83MQ3 ’25Q4 ’25: $110MQ1 ’26: $90MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026719.0K$90M+6.03%
Q4 2025772.7K$110M+7.40%
Q3 2025834.0K$83M+5.49%
Q2 2025668.2K$83M+6.12%
Q1 2025643.2K$63M+4.91%
Q4 2024816.4K$88M+5.84%
Q3 2024816.4K$53M+4.11%
Q2 2024730.0K$41M+2.55%
Q1 2024680.0K$42M+3.07%
Q4 2023695.0K$53M+5.26%
Q3 2023550.0K$32M+3.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See No Street GP LP’s full portfolio or all institutional holders of TWLO.