Position in TWLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$233,771
-$60,144 QoQ
Shares Held
1,133
-51.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#713
of 960 holders
Holding Since
Mar 2020
23 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, 2026SkyOak Wealth, LLC holds $10,121,385 across 8 Software - Infrastructure names. TWLO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,876 | $5,549,045 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,682 | $1,012,928 | |
| 3 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,708 | $898,215 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,590 | $883,241 | |
| 6 | FFIV |
F5, Inc.
|
974 | $405,145 | |
| 7 | TWLO |
Twilio Inc
This page
|
1,133 | $233,771 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in TWLO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,771 | 1,133 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $293,915 | 2,336 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $332,272 | 2,336 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $233,509 | 2,333 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $290,131 | 2,333 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $228,424 | 2,333 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $316,998 | 2,933 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $267,714 | 4,378 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $309,397 | 4,078 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $238,685 | 4,078 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $259,442 | 4,078 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $282,977 | 4,247 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $279,256 | 4,039 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $392,985 | 4,689 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,081,812 | 6,564 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,632,971 | 6,201 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,978,429 | 6,201 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,463,894 | 6,251 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,141,807 | 9,220 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,594,870 | 10,620 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,502,033 | 10,126 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,819,327 | 12,849 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $669,922 | 7,486 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||