TWLO
Twilio Inc - A
3 of the 83 super-investors we track hold TWLO, worth a combined $386M per their latest 13F filings. The largest position: Henry Ellenbogen at 3.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #444 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own TWLO
TWLO is held by 3 super-investors in our cohort, with a combined position value of $386M. The highest-conviction owner is Henry Ellenbogen at 3.7% of their portfolio. This quarter the cohort registered 1 new positions, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 3.7% | 10q | $381M | 1,846,153 |
| 2 | Joel Greenblatt | <0.1% | 39q | $4M | 17,880 |
| 3 | Polen Capital Management | <0.1% | 5q | $1M | 5,572 |
Owners of TWLO also hold
Congress is trading TWLO
Congress tracker →- Josh Gottheimerbought$1,001 - $15,000 · 2026-05-04
- Josh Gottheimersold$1,001 - $15,000 · 2025-04-17
- Rob Bresnahanbought$1,001 - $15,000 · 2025-03-04
- Rob Bresnahanbought$1,001 - $15,000 · 2025-02-25
- Josh Gottheimerbought$1,001 - $15,000 · 2025-02-06
- Josh Gottheimerbought$1,001 - $15,000 · 2025-01-31
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | NEW | 3.7% | +100% | $381M | Aug 14, 2026 |
| Stanley Druckenmiller | EXIT | 0.8% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 90138F102. Not investment advice.