Position in TWLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$87,483
+$34,639 QoQ
Shares Held
424
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#779
of 955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. TWLO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
This page
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,483 | 424 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $52,844 | 420 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $59,740 | 420 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $37,934 | 379 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,381 | 381 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $38,870 | 397 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $40,530 | 375 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,108 | 109 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,283 | 93 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,179 | 52 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,717 | 49 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,804 | 65 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,735 | 43 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,665 | 40 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,517 | 31 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,935 | 28 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,520 | 42 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,790 | 23 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $19,750 | 75 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,633 | 49 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,489 | 19 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,474 | 19 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $6,431 | 19 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,694 | 19 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,168 | 19 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,700 | 19 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||