Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,266,625
-$18,308,391 QoQ
Shares Held
296,190
-24.2% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Sep 30, 2025CallValue
$4,003,600
CallShares
40,000
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 Mar 31, 2026Man Group plc holds $2,057,623,673 across 61 Software - Infrastructure names. TWLO ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,399,672 | $1,258,456,583 | |
| 2 | GDDY |
GoDaddy Inc.
|
789,800 | $65,292,765 | |
| 3 | OS |
OneStream, Inc.
|
2,204,520 | $52,908,480 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
348,682 | $51,005,202 | |
| 5 | NTAP |
NetApp, Inc.
|
492,843 | $50,462,194 | |
| 6 | FTNT |
Fortinet, Inc.
|
492,550 | $40,251,185 | |
| 7 | TWLO |
Twilio Inc
This page
|
296,190 | $37,266,625 | |
| 8 | VRSN |
Verisign Inc/Ca
|
149,764 | $37,195,386 |
All Filings in TWLO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,266,625 | 296,190 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,575,016 | 390,713 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,003,600 | 40,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $48,113,862 | 480,706 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $92,386,794 | 742,898 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $81,486,184 | 832,256 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $70,729,172 | 654,415 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $54,482,895 | 835,371 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,581,633 | 397,494 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,213,625 | 183,379 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,959,099 | 91,724 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,541,429 | 43,421 | Principal | Defined | 2023-11-14 | |
| 2023-06-30 | $2,003,011 | 31,484 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,191,600 | 498,148 | Principal | Defined | 2023-05-15 | |
| 2022-12-31 | $9,278,115 | 189,504 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,226,528 | 61,130 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,982,629 | 83,315 | Principal | Defined | 2022-08-15 | |
| 2022-03-31 | $45,620,395 | 276,806 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $214,253 | 1,300 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $214,253 | 1,300 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $5,160,147 | 19,595 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,235,453 | 72,827 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,924,537 | 27,716 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $59,124,000 | 150,000 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $5,696,144 | 16,716 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,106,130 | 20,993 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,250,581 | 33,391 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,447,449 | 38,499 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,810,265 | 53,752 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||