Position in TWLO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$350,408
+$134,248 QoQ
Shares Held
2,785
+39.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Catalyst Funds Management Pty Ltd holds $9,372,927 across 13 Software - Infrastructure names. TWLO ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
143,500 | $3,804,185 | |
| 2 | WIX |
Wix.com Ltd.
|
17,400 | $1,567,218 | |
| 3 | FFIV |
F5, Inc.
|
3,000 | $867,990 | |
| 4 | AKAM |
Akamai Technologies Inc
|
7,000 | $803,950 | |
| 5 | NTNX |
Nutanix, Inc.
|
20,983 | $797,563 | |
| 6 | OS |
OneStream, Inc.
|
24,200 | $580,800 | |
| 7 | TWLO |
Twilio Inc
This page
|
2,785 | $350,408 | |
| 8 | OKTA |
Okta, Inc.
|
3,513 | $276,508 |
All Filings in TWLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,408 | 2,785 | Shares | Sole | 2026-05-11 | |
| 2024-12-31 | $216,160 | 2,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,264 | 1,200 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||