Twilio (TWLO)Artemis Investment Management LLP opened a new position $76.4M

370K

Shares reported

0.68%

Disclosed portfolio weight

$76.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 23, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 4, 2026CongressDisclosed purchase of TWLO — reported range $1,001 - $15,000
2. May 26, 2026Insider · 1 personInsiders: 8 sales (~$6.0M)
3. May 27, 2026InsiderDirector sold ~$184M of TWLO shares in the open market
4. Jun 1, 2026InsiderDirector sold ~$398K of TWLO shares in the open market
5. Jun 4, 2026Insider · Their largest sale since 2019CEO sold ~$10.4M of TWLO shares in the open market
6. Jun 16, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On June 16, 2026, Twilio Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). As further described in Item 5.07 of this Current Report below, at the Annual Meeting, the stockholders of the Company voted on and approved the Company’s Amended and Restated 2016 Stock Option and Incentive Plan (the “2016 Plan as Amended and Restated”).”
7. Jun 30, 2026Insider · 2 peopleInsiders: 11 sales (~$4.6M)
8. Jul 2, 2026Insider · Their largest sale since 2023CFO sold ~$1.75M of TWLO shares in the open market
9. Jul 6, 2026Insider · 1 personInsiders: 6 sales (~$3.0M)

What came next

1. Aug 6, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 10, 2026Insider · 1 personInsiders: 6 sales (~$881K)
3. Aug 12, 2026InsiderDirector sold ~$124M of TWLO shares in the open market
4. Aug 17, 2026Insider · 1 personInsiders: 4 sales (~$327K)
5. Sep 30, 2026Insider · 2 peopleInsiders: 14 sales (~$6.8M)
6. Oct 5, 2026Insider · 1 personInsiders: 7 sales (~$4.2M)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Twilio

For Twilio, OQRO holds 33 insider filings (SEC Form 4 or Form 144) and 20 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TWLO page.

How this filing works

• SEC Form 13F

Other disclosures at Twilio

• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026

Everything OQRO holds on this company is on its TWLO page.