Position in TWLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,223,324
+$5,792,644 QoQ
Shares Held
30,162
+781.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#247
of 955 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $636,035,195 across 64 Software - Infrastructure names. TWLO ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,109,148 | $413,734,386 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
654,498 | $76,360,281 | |
| 3 | ORCL |
Oracle Corp
|
312,087 | $45,736,349 | |
| 4 | NTAP |
NetApp, Inc.
|
110,194 | $17,053,623 | |
| 5 | FTNT |
Fortinet, Inc.
|
45,525 | $6,993,549 | |
| 6 | VRSN |
Verisign Inc/Ca
|
26,677 | $6,710,865 | |
| 7 | TWLO |
Twilio Inc
This page
|
30,162 | $6,223,324 | |
| 8 | PANW |
Palo Alto Networks Inc
|
17,505 | $5,969,554 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,223,324 | 30,162 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $430,680 | 3,423 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $385,896 | 2,713 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $517,465 | 5,170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,511,552 | 28,237 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,531,386 | 87,135 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $14,703,526 | 136,043 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,751,678 | 26,858 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,541,197 | 27,129 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $707,505 | 11,570 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $729,717 | 9,618 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $601,863 | 10,283 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $1,291,740 | 20,304 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $1,065,280 | 15,988 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $809,504 | 16,534 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $1,140,809 | 16,500 | Shares | Defined | 2024-10-18 | |
| 2022-06-30 | $1,364,007 | 16,275 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||