Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$903,519
+$481,016 QoQ
Shares Held
4,379
+30.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#473
of 955 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Blueshift Asset Management, LLC holds $11,348,641 across 18 Software - Infrastructure names. TWLO ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDDY |
GoDaddy Inc.
|
31,470 | $2,671,173 | |
| 2 | NET |
Cloudflare, Inc.
|
6,724 | $1,649,262 | |
| 3 | TOST |
Toast, Inc.
|
36,551 | $1,016,848 | |
| 4 | DOX |
Amdocs Ltd
|
19,742 | $997,760 | |
| 5 | TWLO |
Twilio Inc
This page
|
4,379 | $903,519 | |
| 6 | WIX |
Wix.com Ltd.
|
16,655 | $755,637 | |
| 7 | WEX |
WEX Inc.
|
4,123 | $581,714 | |
| 8 | ORCL |
Oracle Corp
|
3,679 | $539,157 |
All Filings in TWLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,519 | 4,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $422,503 | 3,358 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $782,888 | 5,504 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $709,738 | 7,091 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,779 | 2,298 | Shares | Sole | 2025-08-13 | |
| 2023-09-30 | $279,363 | 4,773 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $2,626,213 | 37,984 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,283,235 | 27,243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $778,892 | 4,726 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,241,782 | 19,905 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $1,087,881 | 2,760 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,939,236 | 20,364 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $2,253,707 | 9,121 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||