SEC 13F Intelligence

O'neil Global Advisors, Inc. / TWLO

O'neil Global Advisors, Inc.’s Twilio Inc Position

Does O'neil Global Advisors, Inc. own Twilio Inc (TWLO)? Not currently — the last reported position was 86.5K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
86.5K
% of Portfolio
+4.23%
Quarters Held
2
position exited

Position History TWLO

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202586.5K$12M+4.23%
Q2 202114.8K$6M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of TWLO.