Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,364,704
-$101,485,603 QoQ
Shares Held
413,729
-25.0% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#58
of 955 holders
Holding Since
Dec 2020
2 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $843,296,654 across 10 Software - Infrastructure names. TWLO ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,447,442 | $171,102,118 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
828,320 | $158,031,031 | |
| 3 | MDB |
MongoDB, Inc.
|
394,179 | $132,404,726 | |
| 4 | NET |
Cloudflare, Inc.
|
489,716 | $120,117,540 | |
| 5 | TWLO |
Twilio Inc
This page
|
413,729 | $85,364,704 | |
| 6 | RDWR |
Radware Ltd
|
2,374,480 | $73,276,452 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
3,266,753 | $47,694,593 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
471,473 | $40,848,420 |
All Filings in TWLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,364,704 | 413,729 | Shares | Sole | 2026-08-13 | |
| 2020-12-31 | $186,850,307 | 551,995 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||