Position in TWLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$149,316,254
-$18,085,432 QoQ
Shares Held
1,186,745
+0.8% QoQ
Ownership
0.782%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $8,190,297,926 across 42 Software - Infrastructure names. TWLO ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,520,853 | $5,005,014,153 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,913,716 | $564,988,869 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,148,128 | $344,387,879 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
856,485 | $334,380,307 | |
| 5 | SNPS |
Synopsys Inc
|
835,398 | $331,218,598 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,438,054 | $280,010,500 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,865,721 | $272,917,666 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
1,146,138 | $163,725,812 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,316,254 | 1,186,745 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $167,401,686 | 1,176,896 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $115,376,443 | 1,152,727 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $139,735,620 | 1,123,638 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,540,078 | 25,943 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,339,219 | 12,391 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $808,140 | 12,391 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $709,159 | 12,483 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $678,765 | 11,100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $842,157 | 11,100 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $604,439 | 10,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $702,682 | 11,045 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $735,928 | 11,045 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $515,695 | 10,533 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $715,875 | 10,354 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $867,768 | 10,354 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,429,067 | 8,671 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $13,820,083 | 52,480 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,766,482 | 8,671 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $53,269,935 | 135,148 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $42,945,301 | 126,028 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,005,890 | 121,140 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,682,775 | 67,517 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,195,954 | 10,008 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $447,807 | 5,004 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||