Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,513,584
+$12,820,363 QoQ
Shares Held
115,352
+869.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Empowered Funds, LLC holds $562,976,819 across 52 Software - Infrastructure names. TWLO ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
806,973 | $298,717,187 | |
| 2 | PANW |
Palo Alto Networks Inc
|
221,478 | $35,507,348 | |
| 3 | ORCL |
Oracle Corp
|
214,147 | $31,503,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
205,588 | $30,073,410 | |
| 5 | NTAP |
NetApp, Inc.
|
162,140 | $16,601,509 | |
| 6 | TWLO |
Twilio Inc
This page
|
115,352 | $14,513,584 | |
| 7 | OKTA |
Okta, Inc.
|
167,701 | $13,199,742 | |
| 8 | FTNT |
Fortinet, Inc.
|
157,306 | $12,855,039 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,513,584 | 115,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,693,221 | 11,904 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,574,709 | 75,679 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,478,138 | 60,133 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $6,404,878 | 65,416 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $294,301 | 2,723 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $452,718 | 7,969 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $460,213 | 7,526 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $486,933 | 6,418 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $388,755 | 6,642 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $381,655 | 5,999 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $403,111 | 6,050 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $268,789 | 5,490 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $310,991 | 4,498 | Shares | Other | 2022-11-04 | |
| 2021-03-31 | $1,859,527 | 5,457 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,847,194 | 5,457 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,350,346 | 5,465 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||