Joel Greenblatt's TWLO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,873 shares of Twilio Inc. (TWLO) worth $1.26 M, representing 0.00% of the portfolio. First purchased in 2016-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 61,628 shares. Largest reduction occurred in Q3 2016, reducing 57,091 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,271 | Add 92.81% | 8,873 | $142.24 |
| Q3 2025 | -36,549 | Reduce 88.82% | 4,602 | $100.09 |
| Q2 2025 | +4,359 | Add 11.85% | 41,151 | $124.36 |
| Q1 2025 | -16,807 | Reduce 31.36% | 36,792 | $97.91 |
| Q4 2024 | -8,029 | Reduce 13.03% | 53,599 | $108.08 |
| Q3 2024 | +61,628 | New Buy | 61,628 | $65.22 |
| Q1 2024 | -3,671 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,671 | New Buy | 3,671 | $75.87 |
| Q2 2023 | -11,403 | Sold Out | 0 | $0.00 |
| Q1 2023 | +11,403 | New Buy | 11,403 | $66.63 |
| Q3 2020 | -3,120 | Sold Out | 0 | $0.00 |
| Q2 2020 | +3,120 | New Buy | 3,120 | $219.55 |
| Q1 2019 | -3,769 | Sold Out | 0 | $0.00 |
| Q4 2018 | -1,098 | Reduce 22.56% | 3,769 | $89.41 |
| Q3 2018 | +4,867 | New Buy | 4,867 | $86.30 |
| Q3 2016 | -57,091 | Sold Out | 0 | $0.00 |
| Q2 2016 | +57,091 | New Buy | 57,091 | $36.50 |
Joel Greenblatt's Twilio Investment FAQs
Joel Greenblatt first purchased Twilio Inc. (TWLO) in Q2 2016, acquiring 57,091 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Twilio Inc. (TWLO) for 17 quarters since Q2 2016.
Joel Greenblatt's largest addition to Twilio Inc. (TWLO) was in Q3 2024, adding 61,628 shares worth $4.02 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,873 shares of Twilio Inc. (TWLO), valued at approximately $1.26 M.
As of the Q4 2025 filing, Twilio Inc. (TWLO) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Twilio Inc. (TWLO) was 61,628 shares, as reported at the end of Q3 2024.