Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,680,898
+$19,414,990 QoQ
Shares Held
275,639
+156.8% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 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, 2026Woodline Partners LP holds $1,075,189,712 across 28 Software - Infrastructure names. TWLO ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,411,889 | $522,638,951 | |
| 2 | AKAM |
Akamai Technologies Inc
|
856,926 | $98,417,951 | |
| 3 | NET |
Cloudflare, Inc.
|
419,492 | $86,557,979 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
543,243 | $79,465,586 | |
| 5 | ORCL |
Oracle Corp
|
449,710 | $66,156,838 | |
| 6 | OKTA |
Okta, Inc.
|
559,731 | $44,056,427 | |
| 7 | TWLO |
Twilio Inc
This page
|
275,639 | $34,680,898 | |
| 8 | FTNT |
Fortinet, Inc.
|
361,279 | $29,523,719 |
All Filings in TWLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,680,898 | 275,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,265,908 | 107,325 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $392,654 | 3,633 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $5,631,007 | 99,120 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $530,781 | 8,343 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $320,223 | 4,806 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $926,016 | 11,049 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $10,802,075 | 33,857 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||