Position in TWLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$68,888,085
-$8,969,397 QoQ
Shares Held
547,513
+0.0% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026RHUMBLINE ADVISERS holds $7,322,894,100 across 95 Software - Infrastructure names. TWLO ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,999,925 | $4,812,182,237 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,879,015 | $567,422,314 | |
| 3 | ORCL |
Oracle Corp
|
3,068,468 | $451,402,327 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,389,174 | $222,712,375 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
435,465 | $170,009,890 | |
| 6 | SNPS |
Synopsys Inc
|
337,955 | $133,992,398 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,171,056 | $95,698,696 | |
| 8 | NET |
Cloudflare, Inc.
|
398,589 | $82,244,854 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,888,085 | 547,513 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $77,857,482 | 547,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,347,868 | 552,981 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $37,260,618 | 299,619 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,089,113 | 174,539 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $19,568,424 | 181,055 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,967,496 | 198,827 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,521,238 | 202,803 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $12,567,548 | 205,520 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,811,763 | 208,406 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,188,521 | 208,244 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,487,885 | 212,007 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,277,293 | 199,269 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,312,240 | 190,201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,339,484 | 178,471 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,886,059 | 165,685 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $25,564,008 | 155,112 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $39,738,532 | 150,902 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $47,029,565 | 147,405 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $61,264,288 | 155,430 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $50,370,802 | 147,819 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $50,489,644 | 149,157 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $36,481,108 | 147,643 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,899,279 | 145,380 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,938,413 | 133,405 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||