Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,257
+$81,133 QoQ
Shares Held
1,494
-54.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#642
of 933 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2026CallValue
$20,633
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. TWLO ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
This page
|
1,494 | $308,257 |
All Filings in TWLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,633 | 100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $308,257 | 1,494 | Shares | Sole | 2026-08-14 | |
| 2022-09-30 | $227,124 | 3,285 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $250,005 | 2,983 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $459,819 | 2,790 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,195,036 | 4,538 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,012,983 | 3,175 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,267,224 | 3,215 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,127,915 | 3,310 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $931,890 | 2,753 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $736,575 | 2,981 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $561,715 | 2,560 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $390,534 | 4,364 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||