Position in TWLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$321,874
+$280,744 QoQ
Shares Held
1,560
+115.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#645
of 955 holders
Holding Since
Mar 2020
18 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 Jun 30, 2024CallValue
$340,860
CallShares
6,000
PutValue
$0
PutShares
0
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, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. TWLO ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
This page
|
1,560 | $321,874 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,874 | 1,560 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $41,130 | 724 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $340,860 | 6,000 | Call | Sole | 2024-07-30 | |
| 2023-12-31 | $54,929 | 724 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $42,375 | 724 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $109,680 | 1,724 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $39,911 | 599 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $29,327 | 599 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $103,640 | 1,499 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $50,202 | 599 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $52,574 | 319 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $81,372 | 309 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $125,705 | 394 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,518 | 14 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,770 | 14 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,739 | 14 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $10,871 | 44 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $200,330 | 913 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $65,685 | 734 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||