Position in TWLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,710,014
+$3,069,126 QoQ
Shares Held
42,214
-5.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#208
of 955 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. TWLO ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
This page
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in TWLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,710,014 | 42,214 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,640,888 | 44,833 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,696,232 | 47,077 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,851,762 | 48,474 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $228,324 | 1,836 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $232,912 | 2,155 | Shares | Sole | 2025-01-27 | |
| 2022-03-31 | $394,884 | 2,396 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $639,389 | 2,428 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||