Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$81,642,333
+$42,847,796 QoQ
Shares Held
648,882
+137.9% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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 Mar 31, 2026Quantinno Capital Management LP holds $2,780,619,167 across 81 Software - Infrastructure names. TWLO ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,078,708 | $1,509,815,340 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,398,625 | $204,590,865 | |
| 3 | ORCL |
Oracle Corp
|
871,880 | $128,262,266 | |
| 4 | TWLO |
Twilio Inc
This page
|
648,882 | $81,642,333 | |
| 5 | FFIV |
F5, Inc.
|
242,882 | $70,273,049 | |
| 6 | PANW |
Palo Alto Networks Inc
|
422,604 | $67,751,873 | |
| 7 | XYZ |
Block, Inc.
|
1,081,734 | $65,098,752 | |
| 8 | OKTA |
Okta, Inc.
|
746,009 | $58,718,368 |
All Filings in TWLO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,642,333 | 648,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,794,537 | 272,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,006,990 | 189,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,399,456 | 139,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,587,994 | 128,567 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,205,042 | 112,926 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,327,459 | 51,019 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $568,554 | 10,008 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,385,964 | 22,665 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $860,745 | 11,345 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $444,535 | 7,595 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $901,703 | 13,533 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $323,338 | 3,858 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $363,735 | 2,207 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $373,679 | 1,419 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||