Question 1

Does LMR Partners own TWLO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LMR Partners holds 40,600 shares of TWLO (Twilio), worth $8.4M.

Question 2

How many shares of TWLO does LMR Partners own?

Accepted Answer

As of its Q2 2026 13F, LMR Partners holds 40,600 shares of TWLO (Twilio).

Question 3

What is LMR Partners' TWLO position worth?

Accepted Answer

As of its Q2 2026 13F, LMR Partners' TWLO position is worth $8.4M.

Question 4

Is LMR Partners buying or selling TWLO?

Accepted Answer

In Q2 2026, LMR Partners reduced its TWLO position by 109,400 shares (-72.9%).

Question 5

When did LMR Partners first buy TWLO?

Accepted Answer

LMR Partners already held TWLO in its Q1 2019 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	40,600	-72.9%	$8.4M	0.0%	$206.33	0
2026-Q1	Decreased	150,000	-33.3%	$18.9M	0.0%	$123.51	0
2025-Q4	Increased	225,000	+12.5%	$32M	0.1%	$144.14	32
2025-Q3	Decreased	200,000	-20.0%	$20M	0.1%	$104.29	0
2025-Q2	Unchanged	250,000	0.0%	$31.1M	0.2%	$122.74	0
2025-Q1	Decreased	250,000	-27.8%	$24.5M	0.2%	$98.98	0
2024-Q4	Decreased	346,082	-34.1%	$37.4M	0.3%	$108.62	0
2024-Q3	Increased	525,000	+101x	$34.2M	0.3%	$64.66	56