Position in TWLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,681,527
-$1,500,739 QoQ
Shares Held
45,156
-10.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026Impax Asset Management Group plc holds $645,908,907 across 10 Software - Infrastructure names. TWLO ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,188,887 | $440,090,300 | |
| 2 | SNPS |
Synopsys Inc
|
315,523 | $125,098,559 | |
| 3 | ORCL |
Oracle Corp
|
191,605 | $28,187,011 | |
| 4 | NTCT |
Netscout Systems Inc
|
522,000 | $16,594,380 | |
| 5 | TDC |
Teradata Corp /De/
|
547,029 | $14,020,353 | |
| 6 | ATEN |
A10 Networks, Inc.
|
470,000 | $10,866,400 | |
| 7 | TWLO |
Twilio Inc
This page
|
45,156 | $5,681,527 | |
| 8 | PANW |
Palo Alto Networks Inc
|
13,040 | $2,090,572 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,681,527 | 45,156 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,182,266 | 50,494 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,569,507 | 65,636 | Shares | Defined | 2025-11-06 | |
| 2023-12-31 | $249,005 | 3,282 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $226,628 | 3,872 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $253,398 | 3,983 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $264,254 | 3,966 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $221,886 | 4,532 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $356,071 | 5,150 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $475,956 | 5,679 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $970,566 | 5,889 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,551,335 | 5,891 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,490,877 | 26,613 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,460,218 | 26,538 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $9,006,286 | 26,430 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,879,532 | 26,232 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,485,865 | 26,249 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,981,595 | 18,146 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,624,511 | 18,153 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||