Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,809,863
+$14,402,428 QoQ
Shares Held
115,397
+54.3% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#120
of 955 holders
Holding Since
Mar 2020
14 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 Jun 30, 2026Portolan Capital Management, LLC holds $345,186,039 across 13 Software - Infrastructure names. TWLO ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QLYS |
Qualys, Inc.
|
529,807 | $72,843,164 | |
| 2 | FOUR |
Shift4 Payments, Inc.
|
1,114,116 | $54,190,602 | |
| 3 | AKAM |
Akamai Technologies Inc
|
310,361 | $36,687,773 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
1,502,738 | $29,573,883 | |
| 5 | CLBT |
Cellebrite DI Ltd.
|
1,932,514 | $28,214,704 | |
| 6 | BAND |
Bandwidth Inc.
|
412,701 | $26,123,973 | |
| 7 | TWLO |
Twilio Inc
This page
|
115,397 | $23,809,863 | |
| 8 | RELY |
Remitly Global, Inc.
|
1,017,592 | $22,804,236 |
All Filings in TWLO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,809,863 | 115,397 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,407,435 | 74,769 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $1,584,241 | 20,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,261,087 | 21,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,909,491 | 77,169 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,167,654 | 167,607 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,700,598 | 341,107 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,008,568 | 144,758 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,127,244 | 108,904 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,359,328 | 50,721 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $1,891,538 | 5,588 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,199,595 | 8,902 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,563,214 | 52,699 | 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. | ||||||