Position in TWLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,019,058
+$6,014,781 QoQ
Shares Held
29,172
+85700.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#250
of 933 holders
Holding Since
Mar 2021
19 quarters on record
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. TWLO ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
This page
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,326 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,019,058 | 29,172 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,277 | 34 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,258 | 44 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,403 | 34 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,979 | 32 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $685 | 7 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $2,140 | 35 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $297,182 | 3,917 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $251,503 | 4,297 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,025 | 79 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,327 | 170 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,679 | 116 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,721 | 184 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $167,620 | 2,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $582,108 | 3,532 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,889,464 | 7,175 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,268,445 | 7,110 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,956,988 | 7,502 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,540,025 | 7,454 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||