Position in TWLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,175,955
+$948,708 QoQ
Shares Held
10,546
+8.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#346
of 955 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 10%
Shared 90%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names. TWLO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,967 | $100,703,089 | |
| 2 | PANW |
Palo Alto Networks Inc
|
59,279 | $20,215,323 | |
| 3 | ORCL |
Oracle Corp
|
95,018 | $13,924,887 | |
| 4 | NTAP |
NetApp, Inc.
|
29,337 | $4,540,193 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
35,526 | $4,144,817 | |
| 6 | FTNT |
Fortinet, Inc.
|
15,865 | $2,437,180 | |
| 7 | TWLO |
Twilio Inc
This page
|
10,546 | $2,175,955 | |
| 8 | FFIV |
F5, Inc.
|
3,147 | $1,309,025 |
All Filings in TWLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,955 | 10,546 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,227,247 | 9,754 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $987,003 | 6,939 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $668,901 | 6,683 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $565,215 | 4,545 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $460,959 | 4,708 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $501,599 | 4,641 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $393,993 | 6,041 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $336,883 | 5,930 | Shares | Other | 2024-08-14 | |
| 2022-03-31 | $278,034 | 1,687 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $213,240 | 541 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||