Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$59,016,624
-$17,115,344 QoQ
Shares Held
469,056
-12.4% QoQ
Ownership
0.309%
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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $7,039,319,696 across 32 Software - Infrastructure names. TWLO ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,440,474 | $5,715,600,254 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,379,617 | $381,500,192 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,332,846 | $194,968,711 | |
| 4 | ORCL |
Oracle Corp
|
945,959 | $139,160,026 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,566,285 | $116,014,729 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
214,571 | $83,770,662 | |
| 7 | NTAP |
NetApp, Inc.
|
625,340 | $64,028,561 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
2,368,915 | $62,823,625 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,016,624 | 469,056 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $76,131,968 | 535,236 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $92,102,316 | 920,195 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $66,780,945 | 536,997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,563,253 | 342,797 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $56,405,005 | 521,882 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $830,183 | 12,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $860,954 | 15,155 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $926,727 | 15,155 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,209,366 | 15,940 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,528,744 | 26,119 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,554,172 | 24,429 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,540,284 | 23,117 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,322,017 | 27,002 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,796,879 | 25,989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,646,363 | 19,644 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,807,800 | 10,969 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,980,579 | 7,521 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,580,795 | 8,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,298,724 | 8,369 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,648,937 | 4,839 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $1,350,276 | 3,989 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $773,884 | 3,132 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $657,162 | 2,995 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $200,099 | 2,236 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||