Position in TWLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$63,141,106
+$23,877,843 QoQ
Shares Held
306,020
-1.9% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#71
of 962 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Sumitomo Mitsui Trust Group, Inc. holds $11,260,688,703 across 35 Software - Infrastructure names. TWLO ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,488,121 | $6,523,418,895 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
6,884,136 | $803,172,147 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,288,912 | $780,564,770 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,854,292 | $544,556,099 | |
| 5 | ORCL |
Oracle Corp
|
3,700,161 | $542,258,594 | |
| 6 | SNPS |
Synopsys Inc
|
789,740 | $352,279,321 | |
| 7 | NET |
Cloudflare, Inc.
|
997,856 | $244,754,119 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,505,056 | $231,206,702 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,141,106 | 306,020 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $39,263,263 | 312,059 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $47,263,507 | 332,280 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $34,629,638 | 345,985 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $41,180,943 | 331,143 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $32,895,214 | 335,974 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $37,521,160 | 347,161 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $24,507,197 | 375,762 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $21,163,088 | 372,524 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $169,876,412 | 2,778,028 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $458,743,782 | 6,046,445 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $359,117,838 | 6,135,620 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $383,280,407 | 6,024,527 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $339,229,587 | 5,091,244 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $290,743,721 | 5,938,393 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $361,635,732 | 5,230,485 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $386,199,497 | 4,608,036 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $692,978,255 | 4,204,710 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $904,324,043 | 3,434,055 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $897,368,963 | 2,812,628 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,138,254,853 | 2,887,799 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $731,345,245 | 2,146,218 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $613,526,172 | 1,812,485 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $364,753,763 | 1,476,198 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $188,346,397 | 858,383 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $89,048,098 | 995,062 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||