Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$593,316,151
+$236,987,118 QoQ
Shares Held
2,875,569
+1.5% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#7
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,791,875,778 across 147 Software - Infrastructure names. TWLO ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,316,151 | 2,875,569 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $356,329,033 | 2,832,054 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $390,716,352 | 2,746,881 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $277,290,736 | 2,770,414 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $316,963,917 | 2,548,761 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $252,216,159 | 2,576,000 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $267,176,894 | 2,472,029 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $177,685,759 | 2,724,406 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $152,851,963 | 2,690,582 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $165,907,288 | 2,713,120 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $198,044,599 | 2,610,315 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $146,283,326 | 2,499,288 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $152,629,660 | 2,399,083 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $155,691,189 | 2,336,653 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $110,568,571 | 2,258,345 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $150,068,439 | 2,170,501 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $180,541,071 | 2,154,171 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $272,145,314 | 1,651,267 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $427,622,025 | 1,623,840 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $500,309,324 | 1,568,122 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $630,764,394 | 1,600,275 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $609,716,075 | 1,789,283 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $512,273,375 | 1,513,363 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $355,863,959 | 1,440,220 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $304,405,095 | 1,387,317 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $112,334,201 | 1,255,271 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||