Position in TWLO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$549,204
-$2,065,593 QoQ
Shares Held
4,365
-76.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026GM Advisory Group, LLC holds $51,224,574 across 9 Software - Infrastructure names. TWLO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,371 | $36,784,163 | |
| 2 | ORCL |
Oracle Corp
|
31,950 | $4,700,164 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,612 | $3,161,403 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,660 | $2,699,685 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
30,025 | $1,312,993 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,838 | $1,256,588 | |
| 7 | TWLO |
Twilio Inc
This page
|
4,365 | $549,204 | |
| 8 | WEX |
WEX Inc.
|
3,177 | $486,208 |
All Filings in TWLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $549,204 | 4,365 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,614,797 | 18,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,388,247 | 23,861 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,966,980 | 23,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,584,921 | 26,401 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,950,692 | 27,301 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,401,465 | 36,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,392,894 | 42,121 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,431,079 | 39,756 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $438,229 | 2,659 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $722,078 | 2,742 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $914,397 | 2,866 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,139,910 | 2,892 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $985,137 | 2,891 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $899,733 | 2,658 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,373,573 | 5,559 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,219,755 | 5,559 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,031,282 | 11,524 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||