SEC 13F Intelligence

272 Capital LP / TWLO

272 Capital LP’s Twilio Inc Position

Does 272 Capital LP own Twilio Inc (TWLO)? Not currently — the last reported position was 54.9K shares worth $4M in Q3 2024; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$4M
Q3 2024
Shares
54.9K
% of Portfolio
+2.05%
Quarters Held
6
position exited

Position History TWLO

Reported value by quarter
Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’23: $961,642Q4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202454.9K$4M+2.05%
Q2 202476.0K$4M+2.16%
Q1 202476.0K$5M+1.86%
Q4 202314.8K$961,642+0.32%
Q3 202245.6K$3M+1.69%
Q2 202235.4K$3M+1.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 272 Capital LP’s full portfolio or all institutional holders of TWLO.