Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,423,306
+$61,185,709 QoQ
Shares Held
543,819
+968.8% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $7,697,599,840 across 74 Software - Infrastructure names. TWLO ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,712,913 | $3,965,599,005 | |
| 2 | SNPS |
Synopsys Inc
|
2,539,838 | $1,006,994,970 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,040,997 | $298,557,041 | |
| 4 | FFIV |
F5, Inc.
|
1,021,541 | $295,562,457 | |
| 5 | AKAM |
Akamai Technologies Inc
|
2,501,867 | $287,339,424 | |
| 6 | NTAP |
NetApp, Inc.
|
2,210,284 | $226,310,978 | |
| 7 | ZS |
Zscaler, Inc.
|
1,555,104 | $218,165,540 | |
| 8 | PANW |
Palo Alto Networks Inc
|
1,153,523 | $184,932,807 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,423,306 | 543,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,237,597 | 50,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,261,787 | 592,085 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,273,485 | 42,405 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,271,120 | 23,196 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,923,499 | 17,797 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,537,253 | 38,903 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,558,355 | 27,431 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,386,759 | 22,678 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,753,355 | 23,110 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,107,606 | 36,009 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,318,503 | 36,443 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,570,452 | 38,578 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,940,872 | 39,642 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $2,776,731 | 40,161 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,576,738 | 30,745 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $27,285,778 | 165,559 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $121,040,544 | 459,636 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $195,211,699 | 611,853 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $297,975,106 | 755,975 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $307,646,647 | 902,825 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $332,825,724 | 983,237 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $224,065,165 | 906,816 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $197,933,296 | 902,075 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $104,321,804 | 1,165,737 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||