Position in TWLO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,482,768
+$978,590 QoQ
Shares Held
12,033
+0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#326
of 933 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, 2026Composition Wealth, LLC holds $202,031,125 across 16 Software - Infrastructure names. TWLO ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
This page
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 | |
| 8 | OKTA |
Okta, Inc.
|
4,353 | $593,966 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,482,768 | 12,033 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,504,178 | 11,955 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,688,104 | 11,868 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,172,754 | 11,717 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,428,772 | 11,489 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,111,768 | 11,355 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,203,146 | 11,132 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $726,029 | 11,132 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $507,426 | 8,932 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $546,191 | 8,932 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $752,326 | 9,916 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $521,853 | 8,916 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $562,464 | 8,841 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $596,871 | 8,958 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $439,758 | 8,982 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $622,190 | 8,999 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $754,373 | 9,001 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,921,684 | 11,660 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $826,887 | 3,140 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $944,388 | 2,960 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $969,633 | 2,460 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $864,508 | 2,537 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $986,050 | 2,913 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $586,838 | 2,375 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,776,321 | 12,653 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $553,137 | 6,181 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||