Position in TWLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$741,343
+$264,360 QoQ
Shares Held
3,593
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#514
of 955 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Probity Advisors, Inc. holds $12,900,742 across 8 Software - Infrastructure names. TWLO ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,095 | $6,749,796 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,643 | $1,583,355 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,132 | $1,556,477 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
9,860 | $1,150,366 | |
| 5 | TWLO |
Twilio Inc
This page
|
3,593 | $741,343 | |
| 6 | ORCL |
Oracle Corp
|
4,240 | $621,372 | |
| 7 | S |
SentinelOne, Inc.
|
19,102 | $324,160 | |
| 8 | AI |
C3.ai, Inc.
|
19,128 | $173,873 |
All Filings in TWLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,343 | 3,593 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $476,983 | 3,791 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $548,477 | 3,856 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $416,774 | 4,164 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $525,794 | 4,228 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $330,935 | 3,380 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $381,522 | 3,530 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $234,335 | 3,593 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||