Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,671,736
+$13,130,758 QoQ
Shares Held
158,347
+2.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#103
of 962 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Baird Financial Group, Inc. holds $2,668,729,205 across 35 Software - Infrastructure names. TWLO ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,836,049 | $2,176,962,997 | |
| 2 | PANW |
Palo Alto Networks Inc
|
471,534 | $160,802,524 | |
| 3 | ORCL |
Oracle Corp
|
509,857 | $74,719,543 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
509,631 | $59,458,647 | |
| 5 | TWLO |
Twilio Inc
This page
|
158,347 | $32,671,736 | |
| 6 | VRSN |
Verisign Inc/Ca
|
126,697 | $31,871,895 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
143,872 | $27,448,617 | |
| 8 | FTNT |
Fortinet, Inc.
|
152,365 | $23,406,310 |
All Filings in TWLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,671,736 | 158,347 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $19,540,978 | 155,309 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $36,969,739 | 259,911 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,562,780 | 315,344 | Shares | Defined | 2025-11-13 | |
| 2024-03-31 | $293,825 | 4,805 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $456,282 | 6,014 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $255,483 | 4,365 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $261,605 | 4,112 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $276,647 | 4,152 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,066,691 | 15,428 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,872,168 | 34,270 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $5,705,062 | 34,616 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,227,268 | 31,242 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,988,081 | 34,440 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,948,944 | 32,852 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $10,898,527 | 31,983 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,813,650 | 34,900 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $10,850,216 | 43,912 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,325,143 | 51,614 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $4,876,757 | 54,495 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||