Position in TWLO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$38,834,343
-$3,667,680 QoQ
Shares Held
308,650
+3.3% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,122,970,286 across 72 Software - Infrastructure names. TWLO ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,645,986 | $4,310,994,637 | |
| 2 | ORCL |
Oracle Corp
|
2,885,329 | $424,460,749 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,082,245 | $173,505,518 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
420,362 | $164,113,528 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,112,303 | $162,707,682 | |
| 6 | SNPS |
Synopsys Inc
|
363,187 | $143,996,381 | |
| 7 | VRSN |
Verisign Inc/Ca
|
549,119 | $136,379,194 | |
| 8 | NET |
Cloudflare, Inc.
|
286,484 | $59,113,108 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,834,343 | 308,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $42,502,023 | 298,805 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,151,221 | 181,349 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,121,544 | 266,336 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,040,369 | 82,120 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,079,003 | 46,993 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,525,169 | 23,385 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $377,900 | 6,652 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $471,588 | 7,712 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,209,713 | 29,125 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,664,242 | 28,434 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,053,018 | 79,425 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,619,107 | 84,333 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,221,127 | 65,791 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,531,476 | 80,004 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,027,216 | 227,028 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $39,453,865 | 239,390 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $52,298,533 | 198,597 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $46,141,968 | 144,623 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $51,582,930 | 130,868 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $25,966,593 | 76,202 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $16,477,841 | 48,679 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,288,413 | 29,497 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,880,236 | 26,799 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,919,649 | 21,451 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||