Position in TWLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$74,611
+$1,642 QoQ
Shares Held
593
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GW&K Investment Management, LLC holds $143,085,218 across 20 Software - Infrastructure names. TWLO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
272,689 | $100,941,287 | |
| 2 | SAIL |
SailPoint, Inc.
|
3,087,950 | $40,884,457 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,396 | $350,486 | |
| 4 | ORCL |
Oracle Corp
|
1,621 | $238,465 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,199 | $192,222 | |
| 6 | CPAY |
Corpay, Inc.
|
318 | $92,534 | |
| 7 | TWLO |
Twilio Inc
This page
|
593 | $74,611 | |
| 8 | NET |
Cloudflare, Inc.
|
332 | $68,504 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,611 | 593 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $72,969 | 513 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,825 | 288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,856 | 224 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,931 | 224 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||