ARGENT CAPITAL MANAGEMENT LLC

Position in TWLO — Twilio Inc

CIK 1120926 ST LOUIS, MO

Position in TWLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,369,987

+$2,990,924 QoQ

Shares Held

16,333

+610.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#298

of 955 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ARGENT CAPITAL MANAGEMENT LLC holds $222,651,816 across 5 Software - Infrastructure names. TWLO ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	388,886	$145,062,255
2	FTNT	Fortinet, Inc.	472,409	$72,571,470
3	TWLO	Twilio Inc This page	16,333	$3,369,987
4	PANW	Palo Alto Networks Inc	3,624	$1,235,856
5	IIIV	i3 Verticals, Inc.	19,300	$412,248

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,369,987	16,333	+610.1%	Shares	Sole	2026-07-15
2022-03-31	$379,063	2,300	0.0%	Shares	Sole	2022-05-11
2021-12-31	$605,682	2,300	0.0%	Shares	Sole	2022-02-09
2021-09-30	$733,815	2,300	0.0%	Shares	Sole	2021-11-08
2021-06-30	$906,568	2,300	0.0%	Shares	Sole	2021-08-10
2021-03-31	$783,748	2,300	0.0%	Shares	Sole	2021-05-12
2020-12-31	$778,550	2,300	-17.9%	Shares	Sole	2021-02-10
2020-09-30	$691,852	2,800	0.0%	Shares	Sole	2020-11-10
2020-06-30	$614,376	2,800	0.0%	Shares	Sole	2020-08-10
2020-03-31	$250,572	2,800	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.