Position in TWLO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$77,267,823
-$7,569,517 QoQ
Shares Held
614,114
+3.0% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $7,888,149,754 across 67 Software - Infrastructure names. TWLO ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,016,976 | $5,558,834,004 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,857,609 | $418,011,044 | |
| 3 | ORCL |
Oracle Corp
|
2,158,816 | $317,583,421 | |
| 4 | TOST |
Toast, Inc.
|
7,977,244 | $211,476,736 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,273,637 | $204,189,483 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
290,642 | $113,469,543 | |
| 7 | SNPS |
Synopsys Inc
|
282,987 | $112,198,684 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
1,108,420 | $95,080,266 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,267,823 | 614,114 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $84,837,340 | 596,438 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $49,879,450 | 498,346 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $57,752,534 | 464,398 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $41,571,900 | 424,593 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,412,423 | 142,602 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $759,356 | 11,643 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $760,629 | 13,389 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $907,160 | 14,835 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $7,568,714 | 99,759 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,166,688 | 207,871 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $4,356,442 | 68,476 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,185,547 | 17,793 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $911,684 | 18,621 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,333,434 | 19,286 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,016,467 | 24,060 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,729,185 | 10,492 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $185,368,975 | 703,915 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $202,190,598 | 633,727 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $148,738,246 | 377,355 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $5,712,526 | 16,876 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $4,402,154 | 17,816 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,316,649 | 19,673 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $296,032 | 3,308 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||