Position in TWLO
as of Jun 30, 2026
· filed Aug 25, 2026
Position Value
$34,983,251
+$16,638,695 QoQ
Shares Held
169,550
+16.3% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#101
of 960 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VIRGINIA RETIREMENT SYSTEMS ET Al holds $1,012,991,112 across 40 Software - Infrastructure names. TWLO ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,523,460 | $568,281,049 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
666,784 | $77,793,689 | |
| 3 | VRSN |
Verisign Inc/Ca
|
269,004 | $67,670,646 | |
| 4 | FTNT |
Fortinet, Inc.
|
436,047 | $66,985,540 | |
| 5 | TWLO |
Twilio Inc
This page
|
169,550 | $34,983,251 | |
| 6 | ORCL |
Oracle Corp
|
232,487 | $34,070,969 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
195,937 | $25,751,999 | |
| 8 | GDDY |
GoDaddy Inc.
|
293,700 | $24,929,256 |
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,983,251 | 169,550 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 | $18,344,556 | 145,800 | Shares | Sole | 2026-08-25 | |
| 2025-12-31 | $17,936,464 | 126,100 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,202,771 | 141,900 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $37,606,464 | 302,400 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,259,650 | 115,000 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||