Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,176,781
+$11,632,246 QoQ
Shares Held
176,258
+137.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2020CallValue
$2,684,700
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $271,102,487 across 44 Software - Infrastructure names. TWLO ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WIX |
Wix.com Ltd.
|
377,831 | $34,031,238 | |
| 2 | MSFT |
Microsoft Corp
|
73,181 | $27,089,410 | |
| 3 | ORCL |
Oracle Corp
|
155,934 | $22,939,450 | |
| 4 | TWLO |
Twilio Inc
This page
|
176,258 | $22,176,781 | |
| 5 | MDB |
MongoDB, Inc.
|
81,912 | $20,049,600 | |
| 6 | AKAM |
Akamai Technologies Inc
|
147,519 | $16,942,557 | |
| 7 | DOX |
Amdocs Ltd
|
184,777 | $12,058,547 | |
| 8 | VRSN |
Verisign Inc/Ca
|
41,117 | $10,211,818 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,176,781 | 176,258 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,544,535 | 74,132 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,404,956 | 103,956 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,963,871 | 23,833 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $15,673,221 | 145,015 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,538,278 | 23,586 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $1,932,485 | 33,017 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,506,203 | 23,675 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,961,020 | 59,448 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,091,808 | 22,300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,871,038 | 41,525 | Shares | Other | 2022-11-10 | |
| 2022-03-31 | $4,146,289 | 25,158 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $5,960,173 | 18,681 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,767,743 | 14,633 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,027,442 | 11,819 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $31,154,863 | 92,038 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $5,907,674 | 23,909 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $115,352 | 1,289 | Shares | Other | 2020-05-15 | |
| 2020-03-31 | $2,684,700 | 30,000 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||