Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,369,205
+$540,807 QoQ
Shares Held
6,636
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#420
of 955 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Inscription Capital, LLC holds $36,760,796 across 20 Software - Infrastructure names. TWLO ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,070 | $17,185,031 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,536 | $4,275,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
29,397 | $3,429,747 | |
| 4 | TWLO |
Twilio Inc
This page
|
6,636 | $1,369,205 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,820 | $1,354,928 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,680 | $1,274,443 | |
| 7 | FFIV |
F5, Inc.
|
2,743 | $1,140,978 | |
| 8 | MDB |
MongoDB, Inc.
|
3,181 | $1,068,497 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,205 | 6,636 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $828,398 | 6,584 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $544,068 | 3,825 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $362,225 | 3,619 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $308,537 | 2,481 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||