Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,869,843
+$1,351,070 QoQ
Shares Held
13,909
+15.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#319
of 960 holders
Holding Since
Dec 2024
7 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, 2026Circle Wealth Management, LLC holds $79,756,208 across 9 Software - Infrastructure names. TWLO ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
108,470 | $40,461,479 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,968 | $13,730,414 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,963 | $7,148,802 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
54,200 | $6,323,514 | |
| 5 | NET |
Cloudflare, Inc.
|
13,023 | $3,194,281 | |
| 6 | TWLO |
Twilio Inc
This page
|
13,909 | $2,869,843 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
16,196 | $2,543,257 | |
| 8 | ORCL |
Oracle Corp
|
17,121 | $2,509,082 |
All Filings in TWLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,869,843 | 13,909 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,518,773 | 12,071 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,709,582 | 12,019 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,202,981 | 12,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,925,838 | 15,486 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,210,167 | 12,360 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $587,522 | 5,436 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||