Position in TWLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,234,755
+$1,553,228 QoQ
Shares Held
35,064
-22.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#231
of 955 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Impax Asset Management Group plc holds $752,772,932 across 10 Software - Infrastructure names. TWLO ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,350,648 | $503,818,716 | |
| 2 | SNPS |
Synopsys Inc
|
332,929 | $148,509,639 | |
| 3 | ORCL |
Oracle Corp
|
165,432 | $24,244,059 | |
| 4 | TDC |
Teradata Corp /De/
|
684,529 | $23,718,929 | |
| 5 | NTCT |
Netscout Systems Inc
|
470,000 | $20,468,500 | |
| 6 | ATEN |
A10 Networks, Inc.
|
410,000 | $15,317,600 | |
| 7 | TWLO |
Twilio Inc
This page
|
35,064 | $7,234,755 | |
| 8 | PANW |
Palo Alto Networks Inc
|
13,633 | $4,649,125 |
All Filings in TWLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,234,755 | 35,064 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||