Position in TWLO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$10,369,939
+$3,573,395 QoQ
Shares Held
50,259
-7.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#190
of 955 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. TWLO ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
This page
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in TWLO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,369,939 | 50,259 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,796,544 | 54,018 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,982,935 | 56,123 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,038,129 | 60,327 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,651,373 | 61,526 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,245,972 | 63,793 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,155,328 | 66,204 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,422,829 | 67,814 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,768,434 | 66,334 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,279,657 | 53,633 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,143,445 | 41,432 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,119,195 | 36,207 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,061,097 | 32,397 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,991,237 | 29,885 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,435,800 | 29,326 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,689,228 | 24,432 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,563,559 | 18,656 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,223,451 | 13,491 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,328,715 | 8,843 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,563,664 | 4,901 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,902,610 | 4,827 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,611,113 | 4,728 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $673,276 | 1,989 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||