Position in TWLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$768,991
+$593,850 QoQ
Shares Held
3,727
+167.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#506
of 955 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Triumph Capital Management holds $13,831,712 across 33 Software - Infrastructure names. TWLO ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,758 | $4,758,989 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,721 | $1,484,159 | |
| 3 | ORCL |
Oracle Corp
|
9,840 | $1,442,052 | |
| 4 | CRWV |
CoreWeave, Inc.
|
11,868 | $1,181,340 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
17,861 | $868,759 | |
| 6 | OKTA |
Okta, Inc.
|
6,098 | $832,072 | |
| 7 | NTSK |
Netskope Inc
|
70,505 | $771,324 | |
| 8 | TWLO |
Twilio Inc
This page
|
3,727 | $768,991 |
All Filings in TWLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,991 | 3,727 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $175,141 | 1,392 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,025 | 190 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $270,607 | 2,176 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $334,460 | 3,416 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $430,050 | 3,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,206 | 4,189 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $375,400 | 6,608 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $230,290 | 3,766 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $281,174 | 3,706 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $289,547 | 4,947 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $284,572 | 4,473 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $375,659 | 5,638 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $527,641 | 10,777 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $619,356 | 8,958 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $408,657 | 4,876 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $721,538 | 4,378 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $979,098 | 3,718 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,077,750 | 3,378 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $681,896 | 1,730 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||