Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,634,958
+$683,508 QoQ
Shares Held
7,924
+4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#390
of 955 holders
Holding Since
Jun 2020
24 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, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. TWLO ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
This page
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,958 | 7,924 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $951,450 | 7,562 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $812,474 | 5,712 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $511,659 | 5,112 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $487,615 | 3,921 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $277,084 | 2,830 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $332,237 | 3,074 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $202,377 | 3,103 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,738 | 4,220 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,361,198 | 22,260 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $290,885 | 3,834 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $235,232 | 4,019 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $251,617 | 3,955 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $269,584 | 4,046 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $259,689 | 3,756 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $298,698 | 3,564 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $497,726 | 3,020 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $569,341 | 2,162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,942,376 | 6,088 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,347,616 | 5,956 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $705,713 | 2,071 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $682,077 | 2,015 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $480,837 | 1,946 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $513,442 | 2,340 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||