Hodges Capital Management Inc.

Position in TWLO — Twilio Inc

CIK 1337263 DALLAS, TX

Position in TWLO

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$4,001,076

-$12,451,333 QoQ

Shares Held

31,800

-85.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 68.39622641509435.ToString("F0")% Shared 0.ToString("F0")% None 31.60377358490566.ToString("F0")%

Technology · as of Mar 31, 2026

Hodges Capital Management Inc. holds $38,408,645 across 6 Software - Infrastructure names. TWLO ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	83,451	$12,207,212
2	MSFT	Microsoft Corp	28,392	$10,509,866
3	DOCN	DigitalOcean Holdings, Inc.	121,960	$10,461,728
4	TWLO	Twilio Inc This page	31,800	$4,001,076
5	AIOT	Powerfleet, Inc.	201,985	$622,113
6	PANW	Palo Alto Networks Inc	3,784	$606,650

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.