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TWLO position history

The shares of Twilio (TWLO) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 13,313 shares, $1.7M, <0.01% of portfolio, New
  2. 2025 Q3: 3,011 shares, $301K, <0.01% of portfolio, Reduce −77.4%
  3. 2025 Q4: 3,056 shares, $435K, <0.01% of portfolio, Add +1.5%
  4. 2026 Q1: 2,708 shares, $341K, <0.01% of portfolio, Reduce −11.4%
  5. 2026 Q2: 5,572 shares, $1.1M, <0.01% of portfolio, Add +105.8%
Holdings date Value % of holdings Shares Filing date All 13F holders