Position in TWLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$712,870
New position
Shares Held
3,455
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#526
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 8%
Shared 0%
None 92%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Csenge Advisory Group holds $30,646,641 across 13 Software - Infrastructure names. TWLO ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
55,445 | $20,682,093 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
22,464 | $2,620,874 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,954 | $1,348,393 | |
| 4 | NET |
Cloudflare, Inc.
|
4,457 | $1,093,212 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,932 | $940,951 | |
| 6 | ORCL |
Oracle Corp
|
5,962 | $873,731 | |
| 7 | VHC |
VirnetX Holding Corp
|
68,360 | $868,172 | |
| 8 | TWLO |
Twilio Inc
This page
|
3,455 | $712,870 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,870 | 3,455 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||