Position in TWLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,930,586
+$1,839,710 QoQ
Shares Held
19,050
+14.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#285
of 955 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $596,339,961 across 23 Software - Infrastructure names. TWLO ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,183,550 | $441,487,821 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
459,843 | $53,649,882 | |
| 3 | ORCL |
Oracle Corp
|
300,339 | $44,014,680 | |
| 4 | VRSN |
Verisign Inc/Ca
|
60,092 | $15,116,743 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
363,449 | $9,300,659 | |
| 6 | OKTA |
Okta, Inc.
|
46,035 | $6,281,475 | |
| 7 | FTNT |
Fortinet, Inc.
|
38,117 | $5,855,533 | |
| 8 | TWLO |
Twilio Inc
This page
|
19,050 | $3,930,586 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,930,586 | 19,050 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,090,876 | 16,618 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,752,486 | 19,351 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,647,481 | 16,460 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,870,456 | 31,123 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,534,445 | 15,672 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,561,019 | 32,948 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,006,493 | 30,765 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,802,524 | 31,729 | Shares | Sole | 2024-07-12 | |
| 2023-09-30 | $556,912 | 9,515 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $617,368 | 9,704 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,097,662 | 16,474 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $989,971 | 20,220 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,367,381 | 19,777 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,049,426 | 36,385 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,825,142 | 29,277 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,940,093 | 14,962 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,501,254 | 10,974 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,274,665 | 10,845 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,695,542 | 10,845 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,914,752 | 11,565 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,854,630 | 11,553 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,679,131 | 21,325 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,981,269 | 33,314 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||