Position in TWLO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$99,466,749
-$11,414,166 QoQ
Shares Held
790,548
+1.4% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026KBC Group NV holds $3,039,852,800 across 63 Software - Infrastructure names. TWLO ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,973,157 | $2,211,083,525 | |
| 2 | ORCL |
Oracle Corp
|
1,275,191 | $187,593,347 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
733,083 | $107,235,381 | |
| 4 | TWLO |
Twilio Inc
This page
|
790,548 | $99,466,749 | |
| 5 | NTAP |
NetApp, Inc.
|
791,848 | $81,077,316 | |
| 6 | NET |
Cloudflare, Inc.
|
336,353 | $69,403,076 | |
| 7 | SNPS |
Synopsys Inc
|
129,445 | $51,322,352 | |
| 8 | MDB |
MongoDB, Inc.
|
168,018 | $41,125,765 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,466,749 | 790,548 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $110,880,915 | 779,534 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $109,744,380 | 1,096,457 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $131,974,686 | 1,061,231 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $92,583,108 | 945,594 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $30,389,285 | 281,174 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $1,480,820 | 22,705 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $770,626 | 13,565 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $31,173,597 | 509,789 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,031,907 | 13,601 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $699,783 | 11,956 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $1,287,859 | 20,243 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $1,542,350 | 23,148 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $751,976 | 15,359 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $1,068,834 | 15,459 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $1,280,952 | 15,284 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $2,361,727 | 14,330 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $4,364,333 | 16,573 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $13,510,490 | 42,346 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $22,823,834 | 57,905 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $29,082,843 | 85,347 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $19,625,891 | 57,979 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $13,171,873 | 53,308 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $8,761,000 | 39,928 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $3,572,977 | 39,926 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||