Hodges Capital Management Inc.

Position in TWLO — Twilio Inc

CIK 1337263 DALLAS, TX

Position in TWLO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$16,902,553

+$12,901,477 QoQ

Shares Held

81,920

+157.6% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#145

of 955 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Technology · as of Jun 30, 2026

Hodges Capital Management Inc. holds $59,678,653 across 7 Software - Infrastructure names. TWLO ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	81,920	$16,902,553
2	MSFT	Microsoft Corp	29,435	$10,979,843
3	SAIL	SailPoint, Inc.	741,799	$10,859,937
4	PLTR	Palantir Technologies Inc.	85,048	$9,922,550
5	DOCN	DigitalOcean Holdings, Inc.	60,405	$9,485,397
6	PANW	Palo Alto Networks Inc	3,634	$1,239,266
7	AIOT	Powerfleet, Inc.	75,485	$289,107

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,902,553	81,920	+157.6%	Shares	Sole	2026-08-03
2026-03-31	$4,001,076	31,800	-85.3%	Shares	Sole	2026-04-28
2023-12-31	$16,452,409	216,850	+167.9%	Shares	Sole	2024-02-13
2023-09-30	$4,738,003	80,950	+1461.8%	Shares	Sole	2023-11-14
2022-09-30	$358,352	5,183	-88.8%	Shares	Sole	2022-10-21
2022-06-30	$3,863,641	46,100	+0.3%	Shares	Sole	2022-07-28
2022-03-31	$7,574,008	45,956	+84.5%	Shares	Sole	2022-05-12
2021-12-31	$6,557,692	24,902	+1.1%	Shares	Sole	2022-02-07
2021-09-30	$7,858,201	24,630	+77.9%	Shares	Sole	2021-10-06
2021-06-30	$5,457,933	13,847	+0.8%	Shares	Sole	2021-07-06
2021-03-31	$4,682,723	13,742	+1.9%	Shares	Sole	2021-04-07
2020-12-31	$4,567,042	13,492	-5.4%	Shares	Sole	2021-02-01
2020-09-30	$3,522,515	14,256	-0.7%	Shares	Sole	2020-10-15
2020-06-30	$3,149,993	14,356	-43.4%	Shares	Sole	2020-07-22
2020-03-31	$2,271,435	25,382	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.