Position
Fidelity in Twilio Inc
Back to the book · All holders of TWLO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $907.6M$125.82 → $206.33
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 10.7M | $1.52B | — | — | — | 0.1% |
| Q1 2026 | 11.5M | $1.45B | $125.82 | −$175.2M | $109.3M | 0.1% |
| Q2 2026 | 11.3M | $2.33B | $206.33 | $907.6M | −$33.7M | 0.1% |