Verdence Capital Advisors LLC

Position in TWLO — Twilio Inc

CIK 1719305 HUNT VALLEY, MD

Position in TWLO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,063,012

+$358,043 QoQ

Shares Held

5,152

-8.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#448

of 962 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Technology · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $49,780,621 across 15 Software - Infrastructure names. TWLO ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	84,453	$31,502,658
2	ORCL	Oracle Corp	52,675	$7,719,521
3	CRWD	CrowdStrike Holdings, Inc.	11,048	$2,107,792
4	PLTR	Palantir Technologies Inc.	17,719	$2,067,275
5	CCSI	Consensus Cloud Solutions, Inc.	30,133	$1,149,573
6	PANW	Palo Alto Networks Inc	3,222	$1,098,766
7	TWLO	Twilio Inc This page	5,152	$1,063,012
8	NYAX	Nayax Ltd.	10,968	$718,513

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,012	5,152	-8.0%	Shares	Sole	2026-07-29
2026-03-31	$704,969	5,603	-49.7%	Shares	Sole	2026-04-30
2025-12-31	$1,584,695	11,141	+2.5%	Shares	Sole	2026-01-29
2025-09-30	$1,087,377	10,864	+14.7%	Shares	Sole	2025-10-29
2025-06-30	$1,177,937	9,472	+25.5%	Shares	Sole	2025-07-25
2025-03-31	$739,024	7,548	+62.7%	Shares	Sole	2025-05-02
2024-12-31	$501,383	4,639	+116.8%	Shares	Sole	2025-02-06
2022-03-31	$352,693	2,140	+104.0%	Shares	Sole	2022-05-02
2021-12-31	$276,243	1,049	+15.9%	Shares	Sole	2022-01-26
2021-09-30	$288,740	905	+23.5%	Shares	Sole	2021-11-12
2021-06-30	$288,919	733	+17.1%	Shares	Sole	2021-08-06
2020-12-31	$211,901	626	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.