Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$448,561
+$175,029 QoQ
Shares Held
2,174
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#589
of 954 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARDIFF PARK ADVISORS, LLC holds $12,212,534 across 7 Software - Infrastructure names. TWLO ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,862 | $8,901,003 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,825 | $1,262,952 | |
| 3 | ORCL |
Oracle Corp
|
4,916 | $720,439 | |
| 4 | TWLO |
Twilio Inc
This page
|
2,174 | $448,561 | |
| 5 | NET |
Cloudflare, Inc.
|
1,726 | $423,353 | |
| 6 | XYZ |
Block, Inc.
|
3,964 | $301,264 | |
| 7 | BB |
BLACKBERRY Ltd
|
12,250 | $154,962 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,561 | 2,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,532 | 2,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $309,229 | 2,174 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $217,595 | 2,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $275,954 | 2,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,668 | 2,264 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $246,746 | 2,283 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $280,818 | 4,414 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $201,646 | 2,406 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $396,532 | 2,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $633,069 | 2,404 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||