Position in TWLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,738,905
+$1,264,529 QoQ
Shares Held
18,121
-7.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#292
of 962 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $116,217,708 across 25 Software - Infrastructure names. TWLO ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
185,928 | $69,354,862 | |
| 2 | ORCL |
Oracle Corp
|
67,260 | $9,856,953 | |
| 3 | PANW |
Palo Alto Networks Inc
|
17,473 | $5,958,642 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
25,440 | $4,853,570 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,523 | $4,377,808 | |
| 6 | TWLO |
Twilio Inc
This page
|
18,121 | $3,738,905 | |
| 7 | NTCT |
Netscout Systems Inc
|
85,551 | $3,725,746 | |
| 8 | CRWV |
CoreWeave, Inc.
|
28,126 | $2,799,662 |
All Filings in TWLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,738,905 | 18,121 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,474,376 | 19,666 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,398,682 | 23,894 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,672,703 | 26,703 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,439,943 | 19,620 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,432,619 | 14,632 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $344,450 | 3,187 | Shares | Sole | 2025-01-15 | |
| 2022-09-30 | $221,801 | 3,208 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||