Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,766,157
+$12,695,956 QoQ
Shares Held
196,838
+132.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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 Mar 31, 2026Engineers Gate Manager LP holds $299,041,159 across 70 Software - Infrastructure names. TWLO ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
196,159 | $72,612,177 | |
| 2 | FTNT |
Fortinet, Inc.
|
307,319 | $25,114,108 | |
| 3 | TWLO |
Twilio Inc
This page
|
196,838 | $24,766,157 | |
| 4 | OKTA |
Okta, Inc.
|
230,034 | $18,105,976 | |
| 5 | NET |
Cloudflare, Inc.
|
85,325 | $17,605,960 | |
| 6 | GDDY |
GoDaddy Inc.
|
209,259 | $17,299,441 | |
| 7 | FFIV |
F5, Inc.
|
42,623 | $12,332,112 | |
| 8 | MDB |
MongoDB, Inc.
|
46,045 | $11,270,434 |
All Filings in TWLO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,766,157 | 196,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,070,201 | 84,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,864 | 4,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,583,069 | 213,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,765,068 | 140,589 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,976,263 | 36,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,941,682 | 45,104 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,163,548 | 73,289 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,073,182 | 17,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $315,922 | 4,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,173,145 | 54,214 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,008,504 | 15,852 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,350,605 | 65,295 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $468,987 | 9,579 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,935,005 | 23,088 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $696,487 | 4,226 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $528,260 | 2,006 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $2,692,004 | 7,900 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,049,350 | 3,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $317,510 | 1,285 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,193,555 | 19,112 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||