Position in TWLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,047,206
+$736,540 QoQ
Shares Held
9,922
-4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#354
of 955 holders
Holding Since
Jun 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. TWLO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
This page
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in TWLO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,047,206 | 9,922 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,310,666 | 10,417 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,481,714 | 10,417 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,042,637 | 10,417 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,292,224 | 10,391 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,017,774 | 10,395 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,123,059 | 10,391 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $677,701 | 10,391 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $590,312 | 10,391 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $635,409 | 10,391 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $788,365 | 10,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $608,185 | 10,391 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $661,075 | 10,391 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $507,387 | 7,615 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $370,382 | 7,565 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $523,044 | 7,565 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $227,963 | 2,720 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $261,621 | 820 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $323,211 | 820 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $285,216 | 837 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $277,570 | 820 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $218,674 | 885 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $179,924 | 820 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||