13F Filings History of Toronado Partners, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$104,671,086
Signature - Title
Michele Clifford - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Toronado Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Toronado Partners, LLC reported 11 stock holdings with total value $104,671,086 as of Q4 2025. Top holdings included TWLO, PI, ESTC, SITM, and HLIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $104,671,086 +$8,279,111 -$65,204,370 -$56,925,259 TWLO, PI, ESTC, SITM, HLIT 13F-HR 12 Feb 2026, 15:35
Q3 2025 12 $150,863,278 +$32,143,353 -$47,521,713 -$15,378,360 PI, TWLO, TRIP, EVER, SITM 13F-HR 13 Nov 2025, 12:19
Q2 2025 11 $140,893,129 +$7,400,044 -$30,370,108 -$22,970,064 FN, PI, TWLO, TRIP, ESTC 13F-HR 13 Aug 2025, 10:49
Q1 2025 11 $142,932,569 +$24,607,865 -$14,190,496 +$10,417,369 FN, PI, SITM, TWLO, TRIP 13F-HR 14 May 2025, 14:11
Q4 2024 11 $158,252,484 +$21,980,329 -$65,481,010 -$43,500,681 FN, TWLO, HLIT, SITM, ALAB 13F-HR 13 Feb 2025, 14:07
Q3 2024 11 $167,328,624 +$26,962,529 -$21,267,754 +$5,694,775 FN, HLIT, TWLO, ESTC, SITM 13F-HR 13 Nov 2024, 13:36
Q2 2024 10 $156,056,499 +$10,259,720 -$49,801,025 -$39,541,305 FN, HLIT, ESTC, JAMF, MITK 13F-HR 13 Aug 2024, 14:29
Q1 2024 11 $180,573,590 +$23,332,726 -$44,902,242 -$21,569,516 PI, FN, HLIT, TWLO, MITK 13F-HR 14 May 2024, 13:20
Q4 2023 11 $190,185,006 +$17,438,943 -$39,620,031 -$22,181,088 PI, HLIT, FN, SITM, ESTC 13F-HR 13 Feb 2024, 07:49
Q3 2023 11 $176,402,266 +$24,605,139 -$61,810,638 -$37,205,499 TENB, FN, PI, HLIT, RSKD 13F-HR 13 Nov 2023, 16:07
Q2 2023 12 $230,655,313 +$43,449,010 -$69,287,169 -$25,838,159 PI, TENB, MX, TWLO, SITM 13F-HR 11 Aug 2023, 09:44
Q1 2023 10 $273,384,535 +$2,127,997 -$32,396,106 -$30,268,109 TWLO, TENB, RSKD, MITK, MX 13F-HR 12 May 2023, 16:14
Q4 2022 10 $260,977,224 +$44,921,376 -$46,819,883 -$1,898,507 TENB, TWLO, PI, ESTC, MITK Restatement 12 May 2023, 15:59
Q3 2022 11 $283,624,000 +$51,726,973 -$49,735,779 +$1,991,194 TENB, GDYN, ESTC, TWLO, MX 13F-HR 10 Nov 2022, 11:25
Q2 2022 10 $306,940,000 +$54,019,158 -$27,414,556 +$26,604,602 TENB, PI, GDYN, MX, GDS 13F-HR 12 Aug 2022, 11:35
Q1 2022 11 $339,787,000 +$100,427,331 -$12,506,933 +$87,920,398 TENB, MX, MITK, GDS, TWLO 13F-HR 13 May 2022, 13:00
Q4 2021 10 $314,163,000 +$34,212,228 -$31,617,262 +$2,594,966 MX, TENB, MITK, PI, GDYN 13F-HR 11 Feb 2022, 10:28
Q3 2021 10 $284,459,000 +$35,225,698 -$62,018,310 -$26,792,612 TENB, MITK, MX, PI, BL 13F-HR 12 Nov 2021, 09:25
Q2 2021 10 $343,056,000 +$41,693,706 -$23,174,736 +$18,518,970 MITK, GDS, MX, TENB, PI 13F-HR 13 Aug 2021, 11:21
Q1 2021 10 $308,015,000 +$4,153,331 -$63,759,550 -$59,606,219 MX, GDS, ZEN, PI, MITK 13F-HR 14 May 2021, 11:31
Q4 2020 11 $377,329,000 +$37,393,760 -$123,040,871 -$85,647,111 ZEN, GDS, TENB, MITK, BL 13F-HR 12 Feb 2021, 16:18
Q3 2020 12 $359,021,000 +$37,836,050 -$75,438,479 -$37,602,429 ZEN, BL, PI, MITK, GDS 13F-HR 13 Nov 2020, 17:23
Q2 2020 11 $383,343,000 +$33,110,358 -$91,594,673 -$58,484,315 GDS, ZEN, EHTH, PI, BL 13F-HR 14 Aug 2020, 16:34
Q1 2020 11 $319,815,000 +$39,620,767 -$54,590,010 -$14,969,243 GDS, EHTH, ZEN, TWLO, IDCC 13F-HR 14 May 2020, 16:20
Q4 2019 12 $352,049,000 +$79,460,895 -$42,441,016 +$37,019,879 GDS, EHTH, BL, NEWR, IDCC 13F-HR 14 Feb 2020, 11:30
Q3 2019 12 $292,306,000 +$67,432,546 -$1,939,078 +$65,493,468 CBLK, NEWR, GDS, VIAV, INXN 13F-HR 13 Nov 2019, 16:14
Q2 2019 12 $227,670,000 +$28,138,639 -$18,441,862 +$9,696,777 VIAV, NEWR, EHTH, CBLK, INXN 13F-HR 13 Aug 2019, 16:05
Q1 2019 11 $182,940,000 +$49,956,667 -$15,625,000 +$34,331,667 EHTH, VIAV, GDS, INXN, PI 13F-HR 15 May 2019, 16:27
Q4 2018 13 $115,423,000 $0 $0 $0 VIAV, EHTH, INXN, GDS, ZEN 13F-HR 11 Feb 2019, 18:03