SJS Investment Consulting Inc.

Position in TWLO — Twilio Inc

CIK 1894302 SYLVANIA, OH

Position in TWLO

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$53,976

+$6,184 QoQ

Shares Held

429

+27.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

SJS Investment Consulting Inc. holds $4,581,588 across 73 Software - Infrastructure names. TWLO ranks #8 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,271	$3,061,675
2	PLTR	Palantir Technologies Inc.	3,594	$525,729
3	ORCL	Oracle Corp	1,439	$211,690
4	PANW	Palo Alto Networks Inc	795	$127,454
5	FTNT	Fortinet, Inc.	1,152	$94,140
6	VRSN	Verisign Inc/Ca	260	$64,573
7	OKTA	Okta, Inc.	751	$59,110
8	TWLO	Twilio Inc This page	429	$53,976

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,976	429	+27.7%	Shares	Defined	2026-04-23
2025-12-31	$47,792	336	+18.7%	Shares	Sole	2026-01-21
2025-09-30	$28,324	283	+1564.7%	Shares	Sole	2025-10-21
2025-06-30	$2,114	17	-87.3%	Shares	Defined	2025-07-15
2025-03-31	$13,119	134	+3.9%	Shares	Sole	2025-04-15
2024-12-31	$13,942	129	0.0%	Shares	Sole	2025-01-21
2024-09-30	$8,413	129	+4.0%	Shares	Sole	2024-10-16
2024-06-30	$7,044	124	+10.7%	Shares	Sole	2024-07-16
2024-03-31	$6,848	112	+1.8%	Shares	Sole	2024-04-18
2023-12-31	$8,345	110	+1471.4%	Shares	Sole	2024-01-16
2023-09-30	$409	7	+133.3%	Shares	Defined	2023-10-17
2023-06-30	$190	3	+50.0%	Shares	Defined	2023-07-13
2023-03-31	$133	2	0.0%	Shares	Defined	2023-04-20
2022-12-31	$97	2	-60.0%	Shares	Defined	2023-01-23
2022-09-30	$345	5	-95.5%	Shares	Sole	2022-10-13
2022-03-31	$18,457	112	+69.7%	Shares	Sole	2022-05-05
2021-12-31	$17,380	66	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.