Position in TWLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$199,102,047
+$71,156,076 QoQ
Shares Held
964,969
-5.1% QoQ
Ownership
0.628%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bank of New York Mellon Corp holds $31,600,820,387 across 106 Software - Infrastructure names. TWLO ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,472,212 | $19,946,204,504 | |
| 2 | ORCL |
Oracle Corp
|
13,046,266 | $1,911,930,274 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,603,119 | $1,569,755,633 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,306,756 | $1,435,829,211 | |
| 5 | FTNT |
Fortinet, Inc.
|
9,327,182 | $1,432,841,688 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,048,468 | $1,153,956,958 | |
| 7 | SNPS |
Synopsys Inc
|
1,551,492 | $692,074,026 | |
| 8 | NTNX |
Nutanix, Inc.
|
5,687,665 | $289,843,400 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,102,047 | 964,969 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $127,945,971 | 1,016,897 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $150,321,923 | 1,056,819 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $121,352,713 | 1,212,436 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $96,007,529 | 772,013 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $83,689,152 | 854,756 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $109,055,740 | 1,009,028 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $59,300,758 | 909,242 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $64,267,157 | 1,131,265 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $202,940,943 | 3,318,740 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $296,284,253 | 3,905,157 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $241,173,382 | 4,120,509 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $264,520,500 | 4,157,820 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $240,035,566 | 3,602,515 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $210,272,127 | 4,294,774 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $210,532,813 | 3,045,022 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $190,037,240 | 2,267,477 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $339,661,042 | 2,060,925 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $480,900,970 | 1,826,160 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $490,788,867 | 1,538,282 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $605,412,018 | 1,535,955 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $591,318,779 | 1,735,294 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $583,089,942 | 1,722,570 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $436,526,239 | 1,766,669 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $460,475,028 | 2,098,601 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $188,377,967 | 2,105,017 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||