Position in TWLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$618
+$521 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#939
of 955 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$1,474,704
PutShares
5,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,108,386 across 17 Software - Infrastructure names. TWLO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,419 | $2,021,395 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
245 | $38,472 | |
| 3 | ORCL |
Oracle Corp
|
242 | $35,465 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
100 | $4,769 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7 | $2,387 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
12 | $1,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
6 | $921 | |
| 8 | TWLO |
Twilio Inc
This page
|
3 | $618 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618 | 3 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $97 | 1 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,160 | 57 | Shares | Sole | 2025-07-17 | |
| 2021-12-31 | $1,474,704 | 5,600 | Put | Other | 2022-02-14 | |
| 2021-12-31 | $1,525,791 | 5,794 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||