Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,197,367
-$1,651,403 QoQ
Shares Held
96,943
-0.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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, 2026ZACKS INVESTMENT MANAGEMENT holds $539,605,624 across 22 Software - Infrastructure names. TWLO ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,103,632 | $408,531,456 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
243,889 | $35,676,082 | |
| 3 | ORCL |
Oracle Corp
|
162,672 | $23,930,677 | |
| 4 | PANW |
Palo Alto Networks Inc
|
123,580 | $19,812,345 | |
| 5 | TWLO |
Twilio Inc
This page
|
96,943 | $12,197,367 | |
| 6 | TOST |
Toast, Inc.
|
299,335 | $7,935,370 | |
| 7 | OKTA |
Okta, Inc.
|
84,411 | $6,643,988 | |
| 8 | FTNT |
Fortinet, Inc.
|
62,958 | $5,144,927 |
All Filings in TWLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,197,367 | 96,943 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,848,770 | 97,362 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $226,403 | 2,262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,806,216 | 151,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,109,132 | 164,530 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,451,893 | 161,472 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,385,961 | 51,916 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $1,282,460 | 15,302 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $2,423,952 | 9,810 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,054,429 | 9,363 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||