Position in TWLO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$857,507
+$329,063 QoQ
Shares Held
4,156
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#5
of 24 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Versant Capital Management, Inc holds $79,811,130 across 75 Software - Infrastructure names. TWLO ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,849 | $68,952,373 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,687 | $1,130,182 | |
| 3 | ORCL |
Oracle Corp
|
6,388 | $936,161 | |
| 4 | TWLO |
Twilio Inc
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|
4,156 | $857,507 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,201 | $645,357 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,883 | $642,140 | |
| 7 | FFIV |
F5, Inc.
|
1,501 | $624,355 | |
| 8 | MDB |
MongoDB, Inc.
|
1,575 | $529,042 |
All Filings in TWLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,507 | 4,156 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $528,444 | 4,200 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $375,655 | 2,641 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $228,305 | 2,281 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $271,477 | 2,183 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $111,617 | 1,140 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $126,021 | 1,166 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $44,480 | 682 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $9,998 | 176 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $12,719 | 208 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $7,511 | 99 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,911 | 101 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,626 | 57 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,665 | 25 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $979 | 20 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,382 | 20 | Shares | Sole | 2022-12-30 | |
| No filing history on record for this holder in this stock. | ||||||