Robeco Institutional Asset Management B.V.

Position in TWLO — Twilio Inc

CIK 1418773 ROTTERDAM, P7

Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$104,404,424

+$10,847,189 QoQ

Shares Held

506,007

-31.9% QoQ

Ownership

0.333%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

of 263 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Robeco Institutional Asset Management B.V. holds $5,373,384,484 across 43 Software - Infrastructure names. TWLO ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,446,791	$2,777,801,978
2	PANW	Palo Alto Networks Inc	1,565,744	$533,950,018
3	FTNT	Fortinet, Inc.	1,667,939	$256,228,789
4	FFIV	F5, Inc.	591,088	$245,868,964
5	SNPS	Synopsys Inc	470,238	$209,759,064
6	VRSN	Verisign Inc/Ca	763,915	$192,170,457
7	NTAP	NetApp, Inc.	984,362	$152,339,863
8	XYZ	Block, Inc.	1,560,555	$118,602,180

All Filings in TWLO

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,404,424	506,007	-31.9%	Shares	Defined	2026-07-21
2026-03-31	$93,557,235	743,580	-2.9%	Shares	Defined	2026-04-21
2025-12-31	$108,892,543	765,555	-32.4%	Shares	Defined	2026-01-23
2025-09-30	$113,316,092	1,132,142	-20.2%	Shares	Defined	2025-10-22
2025-06-30	$176,436,247	1,418,754	+58.2%	Shares	Defined	2025-07-18
2025-03-31	$87,829,284	897,041	+4.6%	Shares	Defined	2025-04-23
2024-12-31	$92,681,085	857,523	-2.0%	Shares	Defined	2025-01-23
2024-09-30	$57,044,477	874,647	+258.4%	Shares	Defined	2024-10-29
2024-06-30	$13,862,776	244,020	+127.5%	Shares	Defined	2024-07-23
2024-03-31	$6,558,398	107,251	+62.8%	Shares	Defined	2024-04-24
2023-12-31	$4,997,784	65,873	+5520.6%	Shares	Defined	2024-02-14
2023-09-30	$68,597	1,172	-11.6%	Shares	Defined	2023-10-24
2023-06-30	$84,360	1,326	+2983.7%	Shares	Defined	2023-07-24
2023-03-31	$2,865	43	-98.7%	Shares	Defined	2023-05-04
2022-09-30	$232,033	3,356	-0.6%	Shares	Defined	2022-12-01
2022-06-30	$282,942	3,376	-61.7%	Shares	Defined	2022-12-01
2022-03-31	$1,451,646	8,808	+59.4%	Shares	Defined	2022-12-01
2021-12-31	$1,455,480	5,527	-26.7%	Shares	Defined	2022-12-01
2021-09-30	$2,405,956	7,541	+1.2%	Shares	Defined	2022-12-01
2021-06-30	$2,936,886	7,451	-40.4%	Shares	Defined	2022-12-01
2021-03-31	$4,259,840	12,501	-28.3%	Shares	Defined	2022-12-01
2020-12-31	$5,904,117	17,442	+127.8%	Shares	Defined	2022-12-01
2020-09-30	$1,891,721	7,656	+71.3%	Shares	Defined	2021-01-19
2020-06-30	$980,807	4,470	—	Shares	Defined	2021-01-19
No filing history on record for this holder in this stock.