Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,018,079
+$533,679 QoQ
Shares Held
39,883
+26.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2024CallValue
$249,964
CallShares
4,400
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 Mar 31, 2026READYSTATE ASSET MANAGEMENT LP holds $21,647,291 across 8 Software - Infrastructure names. TWLO ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,131 | $10,043,082 | |
| 2 | TWLO |
Twilio Inc
This page
|
39,883 | $5,018,079 | |
| 3 | OS |
OneStream, Inc.
|
82,162 | $1,971,888 | |
| 4 | PICS |
PicS N.V.
|
144,527 | $1,510,307 | |
| 5 | RBRK |
Rubrik, Inc.
|
22,844 | $1,118,670 | |
| 6 | PRGS |
Progress Software Corp /Ma
|
33,215 | $851,964 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
13,660 | $597,351 | |
| 8 | BLSH |
Bullish
|
15,000 | $535,950 |
All Filings in TWLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,018,079 | 39,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,484,400 | 31,527 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,034,918 | 160,205 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $30,601,016 | 246,068 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,429,854 | 22,482 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $249,964 | 4,400 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $1,320,962 | 21,602 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $2,525,495 | 41,300 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $1,907,880 | 31,200 | Call | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||