Sapience Investments, LLC

Position in TWLO — Twilio Inc

CIK 1682598 Irvine, CA

Position in TWLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,072

-$664,425 QoQ

Shares Held

-98.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Sapience Investments, LLC holds $31,993 across 7 Software - Infrastructure names. TWLO ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	88	$11,072
2	MSFT	Microsoft Corp	15	$5,552
3	CPAY	Corpay, Inc.	14	$4,073
4	OKTA	Okta, Inc.	44	$3,463
5	VRNS	Varonis Systems Inc	145	$3,113
6	EVTC	EVERTEC, Inc.	96	$2,709
7	FOUR	Shift4 Payments, Inc.	46	$2,011

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,072	88	-98.1%	Shares	Sole	2026-05-15
2025-12-31	$675,497	4,749	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$477,329	4,769	+26.8%	Shares	Sole	2025-11-14
2025-06-30	$467,717	3,761	-57.7%	Shares	Sole	2025-08-14
2024-03-31	$543,990	8,896	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$686,699	9,051	0.0%	Shares	Sole	2024-02-14
2023-09-30	$529,755	9,051	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$581,614	9,142	-9.5%	Shares	Sole	2023-08-14
2023-03-31	$673,429	10,107	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.