Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$410,328,583
-$8,479,592 QoQ
Shares Held
3,261,235
+10.8% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$82,706
PutShares
1,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ROYAL BANK OF CANADA holds $19,611,470,039 across 132 Software - Infrastructure names. TWLO ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,062,879 | $13,719,565,911 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,556,488 | $1,211,456,147 | |
| 3 | ORCL |
Oracle Corp
|
7,537,007 | $1,108,769,093 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,095,274 | $745,336,674 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,388,089 | $541,923,821 | |
| 6 | TWLO |
Twilio Inc
This page
|
3,261,235 | $410,328,583 | |
| 7 | NET |
Cloudflare, Inc.
|
1,607,668 | $331,726,210 | |
| 8 | SNPS |
Synopsys Inc
|
631,380 | $250,329,538 |
All Filings in TWLO
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,328,583 | 3,261,235 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $418,808,175 | 2,944,377 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $283,598,603 | 2,833,436 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $343,541,632 | 2,762,477 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $15,336,619 | 156,640 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $8,049,687 | 74,479 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,308,570 | 403,382 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,290,608 | 251,551 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $5,504,475 | 90,016 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $18,748,155 | 247,109 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,431,841 | 195,316 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,131,821 | 190,692 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $82,706 | 1,300 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $20,736,783 | 311,223 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,645,088 | 115,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $11,090,368 | 226,519 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,987,249 | 332,474 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $3,940,980 | 57,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $419,050 | 5,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $23,817,793 | 284,188 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $57,740,686 | 350,347 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $824,050 | 5,000 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $1,316,700 | 5,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $255,949,094 | 971,934 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $284,253,442 | 890,937 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $304,511,455 | 772,558 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $1,576,640 | 4,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $245,307,667 | 719,884 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $56,579,596 | 167,148 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $23,398,432 | 94,696 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,492,392 | 88,836 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,606,211 | 107,344 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||