Position in TWLO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$973,217
-$137,392 QoQ
Shares Held
7,735
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridian Wealth Management, LLC holds $104,150,312 across 12 Software - Infrastructure names. TWLO ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
169,280 | $62,662,377 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
130,559 | $19,098,170 | |
| 3 | ORCL |
Oracle Corp
|
55,297 | $8,134,741 | |
| 4 | PANW |
Palo Alto Networks Inc
|
38,597 | $6,187,871 | |
| 5 | NET |
Cloudflare, Inc.
|
17,282 | $3,565,967 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,674 | $1,334,616 | |
| 7 | TWLO |
Twilio Inc
This page
|
7,735 | $973,217 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,109 | $938,084 |
All Filings in TWLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $973,217 | 7,735 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,110,609 | 7,808 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $867,780 | 8,670 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $804,236 | 6,467 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $537,232 | 5,487 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $593,034 | 5,487 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $951,233 | 14,585 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $741,200 | 13,047 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $881,457 | 11,618 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $906,512 | 15,488 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $676,916 | 10,640 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $366,465 | 5,500 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||