Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,650,640
+$644,080 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#389
of 960 holders
Holding Since
Mar 2022
11 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, 2026RBF Capital, LLC holds $33,897,880 across 11 Software - Infrastructure names. TWLO ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
50,000 | $18,651,000 | |
| 2 | NTAP |
NetApp, Inc.
|
30,000 | $4,642,800 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,000 | $3,815,700 | |
| 4 | OKTA |
Okta, Inc.
|
15,000 | $2,046,750 | |
| 5 | TWLO |
Twilio Inc
This page
|
8,000 | $1,650,640 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,000 | $1,023,060 | |
| 7 | ACIW |
Aci Worldwide, Inc.
|
12,000 | $603,480 | |
| 8 | ZS |
Zscaler, Inc.
|
4,000 | $564,600 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,650,640 | 8,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,006,560 | 8,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,271,520 | 23,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,301,170 | 13,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,865,400 | 15,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,762,673 | 18,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,783,644 | 16,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,076,325 | 16,503 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $1,631,205 | 21,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,014,295 | 51,500 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $247,215 | 1,500 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||