Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,674,520
+$25,786,435 QoQ
Shares Held
458,850
-16.2% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#53
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RHUMBLINE ADVISERS holds $7,794,830,157 across 100 Software - Infrastructure names. TWLO ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,613,358 | $4,705,034,801 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,379,343 | $470,383,549 | |
| 3 | ORCL |
Oracle Corp
|
3,040,101 | $445,526,801 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,681,182 | $429,483,503 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,709,968 | $326,236,244 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,154,164 | $177,302,673 | |
| 7 | SNPS |
Synopsys Inc
|
317,110 | $141,453,257 | |
| 8 | NET |
Cloudflare, Inc.
|
399,259 | $97,930,247 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,674,520 | 458,850 | Shares | Sole | 2026-08-12 | |
| 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 | 2025-05-29 | |
| 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. | ||||||