Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,911,774
+$4,230,876 QoQ
Shares Held
188,590
-31.6% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 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 Jun 30, 2026Woodline Partners LP holds $1,286,838,078 across 30 Software - Infrastructure names. TWLO ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,626,637 | $606,768,133 | |
| 2 | FTNT |
Fortinet, Inc.
|
886,908 | $136,246,806 | |
| 3 | AKAM |
Akamai Technologies Inc
|
810,571 | $95,817,597 | |
| 4 | OKTA |
Okta, Inc.
|
637,156 | $86,939,936 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
494,398 | $57,681,414 | |
| 6 | ORCL |
Oracle Corp
|
372,005 | $54,517,332 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
216,892 | $41,379,740 | |
| 8 | TWLO |
Twilio Inc
This page
|
188,590 | $38,911,774 |
All Filings in TWLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,911,774 | 188,590 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||