Position in TWLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$535,839
+$184,791 QoQ
Shares Held
2,597
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#562
of 955 holders
Holding Since
Dec 2020
13 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 Mar 31, 2023CallValue
$19,989
CallShares
300
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, 2026Interchange Capital Partners, LLC holds $20,523,290 across 12 Software - Infrastructure names. TWLO ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,455 | $12,106,364 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,317 | $1,813,203 | |
| 3 | ORCL |
Oracle Corp
|
11,099 | $1,626,558 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
8,639 | $1,007,912 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
19,228 | $917,103 | |
| 6 | FTNT |
Fortinet, Inc.
|
5,750 | $883,315 | |
| 7 | TWLO |
Twilio Inc
This page
|
2,597 | $535,839 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,541 | $452,011 |
All Filings in TWLO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,839 | 2,597 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $351,048 | 2,468 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $204,483 | 2,043 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $384,433 | 5,067 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $326,129 | 5,572 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $289,979 | 4,558 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $304,965 | 4,577 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $19,989 | 300 | Call | Sole | 2023-05-15 | |
| 2022-09-30 | $257,408 | 3,723 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $278,500 | 3,323 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $545,191 | 3,308 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $593,305 | 2,253 | Shares | Sole | 2022-02-04 | |
| 2021-03-31 | $608,938 | 1,787 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $640,780 | 1,893 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||