Robertson Stephens Wealth Management, LLC
Position in TWLO — Twilio Inc
CIK 1767307
San Francisco, CA
Position in TWLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,258,613
+$486,959 QoQ
Shares Held
6,100
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#424
of 955 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$867,664
PutShares
6,100
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 Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $73,611,884 across 13 Software - Infrastructure names. TWLO ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,449 | $58,358,605 | |
| 2 | ORCL |
Oracle Corp
|
40,483 | $5,932,783 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,921 | $2,019,179 | |
| 4 | TWLO |
Twilio Inc
This page
|
6,100 | $1,258,613 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
8,121 | $1,067,343 | |
| 6 | OKTA |
Okta, Inc.
|
7,329 | $1,000,042 | |
| 7 | RDWR |
Radware Ltd
|
29,100 | $898,026 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,140 | $789,849 |
All Filings in TWLO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,613 | 6,100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $771,654 | 6,133 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $867,664 | 6,100 | Put | Sole | 2026-02-02 | |
| 2025-12-31 | $908,771 | 6,389 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $638,574 | 6,380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $758,596 | 6,100 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $758,596 | 6,100 | Put | Sole | 2025-07-24 | |
| 2025-03-31 | $597,251 | 6,100 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $599,992 | 6,128 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $670,096 | 6,200 | Put | Sole | 2025-01-27 | |
| 2024-12-31 | $684,038 | 6,329 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $423,930 | 6,500 | Put | Sole | 2024-11-12 | |
| 2024-09-30 | $862,469 | 13,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $369,265 | 6,500 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $761,878 | 13,411 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $39,747,500 | 650,000 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $809,809 | 13,243 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,001,180 | 13,196 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $49,315,500 | 650,000 | Put | Sole | 2024-02-06 | |
| 2023-09-30 | $807,479 | 13,796 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $41,353,000 | 650,000 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $877,701 | 13,796 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,352,589 | 20,300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318,240 | 6,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $675,452 | 13,796 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $919,078 | 13,293 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $449,410 | 6,500 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $1,116,097 | 13,317 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,201,202 | 13,356 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,455,020 | 13,120 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||