Position in TWLO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,474,376
-$924,306 QoQ
Shares Held
19,666
-17.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
7 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $104,371,396 across 24 Software - Infrastructure names. TWLO ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,681 | $68,363,365 | |
| 2 | ORCL |
Oracle Corp
|
69,484 | $10,221,791 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
40,940 | $5,988,703 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,417 | $2,792,293 | |
| 5 | GCT |
GigaCloud Technology Inc
|
57,723 | $2,619,469 | |
| 6 | TWLO |
Twilio Inc
This page
|
19,666 | $2,474,376 | |
| 7 | CRWV |
CoreWeave, Inc.
|
27,899 | $2,161,335 | |
| 8 | NTCT |
Netscout Systems Inc
|
53,064 | $1,686,904 |
All Filings in TWLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||