Position in TWLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,072,916
+$418,652 QoQ
Shares Held
5,200
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#442
of 951 holders
Holding Since
Dec 2021
19 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, 2026Spark Investment Management LLC holds $7,104,428 across 7 Software - Infrastructure names. TWLO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BB |
BLACKBERRY Ltd
|
334,000 | $4,225,100 | |
| 2 | TWLO |
Twilio Inc
This page
|
5,200 | $1,072,916 | |
| 3 | XYZ |
Block, Inc.
|
8,700 | $661,200 | |
| 4 | DBX |
Dropbox, Inc.
|
21,000 | $576,870 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
1,700 | $266,951 | |
| 6 | OSPN |
OneSpan Inc.
|
13,300 | $190,855 | |
| 7 | BIRD |
Smartbird, Inc.
|
27,634 | $110,536 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,916 | 5,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $654,264 | 5,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $739,648 | 5,200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $520,468 | 5,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $646,672 | 5,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $509,132 | 5,200 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $562,016 | 5,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $339,144 | 5,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,412 | 5,200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $317,980 | 5,200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $394,524 | 5,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $304,356 | 5,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,824 | 5,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $346,476 | 5,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $254,592 | 5,200 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $359,528 | 5,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $435,812 | 5,200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $857,012 | 5,200 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,369,368 | 5,200 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||