Position in TWLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,175,133
+$30,366,562 QoQ
Shares Held
587,288
-18.6% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#41
of 962 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $15,506,182,036 across 73 Software - Infrastructure names. TWLO ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,255,509 | $1,792,233,679 | |
| 2 | MSFT |
Microsoft Corp
|
4,667,043 | $1,740,900,379 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,815,814 | $1,661,525,346 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,601,936 | $1,450,335,359 | |
| 5 | NET |
Cloudflare, Inc.
|
3,756,643 | $921,429,395 | |
| 6 | ORCL |
Oracle Corp
|
5,336,948 | $782,129,729 | |
| 7 | FFIV |
F5, Inc.
|
1,540,207 | $640,664,503 | |
| 8 | OKTA |
Okta, Inc.
|
4,497,939 | $613,743,776 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,175,133 | 587,288 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $90,808,571 | 721,734 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,680,739 | 651,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,802,443 | 977,145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $122,201,732 | 982,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $85,828,003 | 876,601 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $112,757,378 | 1,043,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $72,169,451 | 1,106,554 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $62,363,234 | 1,097,751 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $87,915,171 | 1,437,697 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,147,040 | 898,208 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,244,856 | 978,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $57,511,907 | 903,991 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,435,591 | 922,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $56,141,746 | 1,146,686 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $70,973,385 | 1,026,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,495,357 | 650,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $90,775,864 | 550,791 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $113,306,248 | 430,266 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $150,593,833 | 472,007 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $224,658,192 | 569,967 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $194,833,959 | 571,763 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $220,235,885 | 650,623 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $167,149,219 | 676,471 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $145,296,413 | 662,184 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $46,050,927 | 514,593 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||