Position in TWLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$358,395
+$139,846 QoQ
Shares Held
1,737
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
of 954 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $43,843,901 across 7 Software - Infrastructure names. TWLO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
|
841,193 | $35,296,458 | |
| 2 | MSFT |
Microsoft Corp
|
12,893 | $4,809,346 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,183 | $1,085,466 | |
| 4 | NET |
Cloudflare, Inc.
|
4,196 | $1,029,194 | |
| 5 | MDB |
MongoDB, Inc.
|
2,911 | $977,804 | |
| 6 | TWLO |
Twilio Inc
This page
|
1,737 | $358,395 | |
| 7 | ORCL |
Oracle Corp
|
1,960 | $287,238 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,395 | 1,737 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $218,549 | 1,737 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $247,070 | 1,737 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $182,163 | 1,820 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $257,673 | 2,072 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $199,344 | 2,036 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $220,050 | 2,036 | Shares | Sole | 2025-02-11 | |
| 2021-03-31 | $865,189 | 2,539 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $889,916 | 2,629 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $551,257 | 2,231 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $446,958 | 2,037 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||