Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,543,911
-$11,517,226 QoQ
Shares Held
576,569
-2.4% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 54%
Shared 15%
None 31%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026EARNEST PARTNERS LLC holds $998,409,895 across 9 Software - Infrastructure names. TWLO ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
2,080,306 | $238,923,144 | |
| 2 | SNPS |
Synopsys Inc
|
548,740 | $217,564,435 | |
| 3 | BOX |
Box Inc
|
7,305,258 | $172,696,299 | |
| 4 | WEX |
WEX Inc.
|
883,005 | $135,135,085 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
781,672 | $111,661,845 | |
| 6 | TWLO |
Twilio Inc
This page
|
576,569 | $72,543,911 | |
| 7 | SABR |
Sabre Corp
|
24,521,670 | $35,556,421 | |
| 8 | WIX |
Wix.com Ltd.
|
145,136 | $13,072,399 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,543,911 | 576,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,061,137 | 590,981 | Shares | Sole | 2026-02-12 | |
| 2023-09-30 | $4,272 | 73 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,644 | 73 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,863 | 73 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,574 | 73 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,047 | 73 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,118 | 73 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,031 | 73 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,223 | 73 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $23,290 | 73 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,773 | 73 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,875 | 73 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,710 | 73 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,037 | 73 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,532 | 48 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,295 | 48 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||