David J Yvars Group

Position in TWLO — Twilio Inc

CIK 1836266 UNIVERSITY PARK, FL

Position in TWLO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$220,773

-$61,000 QoQ

Shares Held

1,070

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#728

of 955 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

David J Yvars Group holds $4,963,513 across 4 Software - Infrastructure names. TWLO ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	12,100	$4,126,342
2	FTNT	Fortinet, Inc.	2,530	$388,658
3	MDB	MongoDB, Inc.	678	$227,740
4	TWLO	Twilio Inc This page	1,070	$220,773

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,773	1,070	0.0%	Shares	Sole	2026-07-07
2021-12-31	$281,773	1,070	0.0%	Shares	Sole	2022-01-24
2021-09-30	$341,383	1,070	0.0%	Shares	Sole	2021-10-18
2021-06-30	$421,751	1,070	0.0%	Shares	Sole	2021-07-21
2021-03-31	$364,613	1,070	0.0%	Shares	Sole	2021-04-19
2020-12-31	$362,195	1,070	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.