Position in TWLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,478,973
+$522,867 QoQ
Shares Held
7,168
-5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#409
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SAGE RHINO CAPITAL LLC holds $14,495,370 across 8 Software - Infrastructure names. TWLO ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,414 | $5,749,730 | |
| 2 | NTSK |
Netskope Inc
|
457,510 | $5,005,159 | |
| 3 | TWLO |
Twilio Inc
This page
|
7,168 | $1,478,973 | |
| 4 | ORCL |
Oracle Corp
|
9,385 | $1,375,371 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,098 | $374,439 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,280 | $244,204 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,045 | $238,590 | |
| 8 | SABR |
Sabre Corp
|
13,830 | $28,904 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,973 | 7,168 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $956,106 | 7,599 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,061,679 | 7,464 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $758,281 | 7,576 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $808,340 | 6,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $643,660 | 6,574 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $713,976 | 6,606 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $429,343 | 6,583 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $379,320 | 6,677 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $390,137 | 6,380 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $874,629 | 11,528 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $846,460 | 14,462 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,021,609 | 16,058 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,067,545 | 16,022 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $783,898 | 16,011 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,105,963 | 15,996 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,340,960 | 16,000 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,635,641 | 15,992 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,205,803 | 15,971 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,115,328 | 16,033 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,316,808 | 16,026 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,503,614 | 16,151 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,431,909 | 16,047 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,009,035 | 16,225 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,058,495 | 13,939 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,338,233 | 14,954 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||