Position in TWLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,132,132
+$284,735 QoQ
Shares Held
5,487
-18.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#436
of 955 holders
Holding Since
Dec 2020
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, 2026CERTUITY, LLC holds $45,412,859 across 19 Software - Infrastructure names. TWLO ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,655 | $21,879,488 | |
| 2 | PANW |
Palo Alto Networks Inc
|
30,085 | $10,259,586 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,996 | $2,861,011 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,577 | $2,050,708 | |
| 5 | TWLO |
Twilio Inc
This page
|
5,487 | $1,132,132 | |
| 6 | NTAP |
NetApp, Inc.
|
6,997 | $1,082,855 | |
| 7 | ORCL |
Oracle Corp
|
6,905 | $1,011,927 | |
| 8 | NET |
Cloudflare, Inc.
|
3,473 | $851,857 |
All Filings in TWLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,132 | 5,487 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $847,397 | 6,735 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $480,913 | 3,381 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $316,884 | 3,166 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $396,086 | 3,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $318,794 | 3,256 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $255,068 | 2,360 | Shares | Sole | 2025-01-29 | |
| 2021-03-31 | $367,339 | 1,078 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $235,934 | 697 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||