Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,717,612
+$17,901,297 QoQ
Shares Held
148,765
+2492.2% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 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, 2026NATIXIS holds $1,358,102,130 across 31 Software - Infrastructure names. TWLO ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,574,534 | $953,015,250 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
752,090 | $110,015,725 | |
| 3 | ORCL |
Oracle Corp
|
666,374 | $98,030,279 | |
| 4 | PANW |
Palo Alto Networks Inc
|
263,233 | $42,201,514 | |
| 5 | NTAP |
NetApp, Inc.
|
377,507 | $38,652,941 | |
| 6 | NET |
Cloudflare, Inc.
|
99,612 | $20,553,940 | |
| 7 | TWLO |
Twilio Inc
This page
|
148,765 | $18,717,612 | |
| 8 | GDDY |
GoDaddy Inc.
|
173,436 | $14,337,954 |
All Filings in TWLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,717,612 | 148,765 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $816,315 | 5,739 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $328,807 | 2,644 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $154,697 | 1,580 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $221,996 | 2,054 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,803,687 | 49,352 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,479,326 | 40,545 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,477,173 | 85,372 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $11,262,024 | 230,025 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $16,471,291 | 238,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,637,898 | 19,543 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,274,730 | 135,154 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,056,929 | 79,961 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,200,996 | 72,719 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $6,388,568 | 18,748 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,508,077 | 72,402 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $42,864,431 | 173,477 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,167,540 | 160,275 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||