Position in TWLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,659,996
+$4,576,061 QoQ
Shares Held
61,358
-4.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#173
of 954 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. TWLO ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
182,005 | $67,891,505 | |
| 2 | TWLO |
Twilio Inc
This page
|
61,358 | $12,659,996 | |
| 3 | PANW |
Palo Alto Networks Inc
|
27,242 | $9,290,066 | |
| 4 | MDB |
MongoDB, Inc.
|
23,260 | $7,813,034 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,688 | $4,047,048 | |
| 6 | ORCL |
Oracle Corp
|
21,540 | $3,156,687 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,320 | $1,778,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,693 | $1,163,921 |
All Filings in TWLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,659,996 | 61,358 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,083,935 | 64,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,651,695 | 67,855 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,276,944 | 62,713 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,375,521 | 67,349 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,810,227 | 69,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,576,039 | 79,349 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,073,724 | 77,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,236,094 | 74,566 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,231,213 | 69,194 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,745,516 | 62,548 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,042,901 | 69,074 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,073,270 | 64,025 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,254,925 | 63,859 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,968,681 | 40,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,843,907 | 55,596 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,168,960 | 49,743 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,635,281 | 28,125 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,560,356 | 13,520 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $380,135 | 1,123 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $259,938 | 1,052 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $214,153 | 976 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||