Position in TWLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$163,824
+$92,487 QoQ
Shares Held
794
+40.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#749
of 955 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $12,795,960 across 15 Software - Infrastructure names. TWLO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,972 | $10,061,084 | |
| 2 | ORCL |
Oracle Corp
|
5,788 | $848,226 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,419 | $483,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,270 | $264,837 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,578 | $242,410 | |
| 6 | SNPS |
Synopsys Inc
|
463 | $206,525 | |
| 7 | TWLO |
Twilio Inc
This page
|
794 | $163,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
502 | $126,280 |
All Filings in TWLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,824 | 794 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $71,337 | 567 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $48,502 | 341 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $29,325 | 293 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $35,068 | 282 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $20,461 | 209 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $108 | 1 | Shares | Other | 2025-02-14 | |
| 2023-09-30 | $585 | 10 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $636 | 10 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $666 | 10 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $489 | 10 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $35,828 | 145 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||