Portolan Capital Management, LLC

Position in TWLO — Twilio Inc

CIK 1350290 BOSTON, MA

Position in TWLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,407,435

+$7,823,194 QoQ

Shares Held

74,769

+258.1% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Portolan Capital Management, LLC holds $151,564,926 across 10 Software - Infrastructure names. TWLO ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AKAM	Akamai Technologies Inc	423,442	$48,632,313
2	CLBT	Cellebrite DI Ltd.	2,180,924	$30,053,132
3	QLYS	Qualys, Inc.	239,028	$20,998,609
4	RELY	Remitly Global, Inc.	698,166	$10,940,261
5	TWLO	Twilio Inc This page	74,769	$9,407,435
6	FOUR	Shift4 Payments, Inc.	214,284	$9,370,639
7	ZETA	Zeta Global Holdings Corp.	486,271	$7,741,434
8	RPAY	Repay Holdings Corp	2,856,178	$7,426,062

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,407,435	74,769	+258.1%	Shares	Sole	2026-05-15
2023-12-31	$1,584,241	20,881	-3.1%	Shares	Sole	2024-02-14
2023-09-30	$1,261,087	21,546	-72.1%	Shares	Sole	2023-11-14
2023-06-30	$4,909,491	77,169	-54.0%	Shares	Sole	2023-08-14
2023-03-31	$11,167,654	167,607	-50.9%	Shares	Sole	2023-05-15
2022-12-31	$16,700,598	341,107	+135.6%	Shares	Sole	2023-02-13
2022-09-30	$10,008,568	144,758	+32.9%	Shares	Sole	2022-11-14
2022-06-30	$9,127,244	108,904	+114.7%	Shares	Sole	2022-08-15
2022-03-31	$8,359,328	50,721	+807.7%	Shares	Sole	2022-05-16
2020-12-31	$1,891,538	5,588	-37.2%	Shares	Sole	2021-02-16
2020-09-30	$2,199,595	8,902	-83.1%	Shares	Sole	2020-11-16
2020-06-30	$11,563,214	52,699	-50.9%	Shares	Sole	2020-08-14
2020-03-31	$9,597,265	107,244	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.