Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,540,978
-$17,428,761 QoQ
Shares Held
155,309
-40.2% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Baird Financial Group, Inc. holds $2,463,779,762 across 24 Software - Infrastructure names. TWLO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,782,718 | $2,140,588,721 | |
| 2 | PANW |
Palo Alto Networks Inc
|
487,293 | $78,122,813 | |
| 3 | ORCL |
Oracle Corp
|
433,339 | $63,748,499 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
370,212 | $54,154,610 | |
| 5 | VRSN |
Verisign Inc/Ca
|
132,702 | $32,957,866 | |
| 6 | TWLO |
Twilio Inc
This page
|
155,309 | $19,540,978 | |
| 7 | CPAY |
Corpay, Inc.
|
55,774 | $16,229,675 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
39,771 | $15,526,995 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||