Position in TWLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,179,336,017
-$122,719,548 QoQ
Shares Held
9,373,200
+2.4% QoQ
Ownership
6.18%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $65,571,787,301 across 116 Software - Infrastructure names. TWLO ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,128,999 | $47,059,341,549 | |
| 2 | ORCL |
Oracle Corp
|
32,492,417 | $4,779,959,454 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,553,535 | $3,152,851,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
13,469,336 | $2,159,403,936 | |
| 5 | CPAY |
Corpay, Inc.
|
4,821,440 | $1,402,990,817 | |
| 6 | NET |
Cloudflare, Inc.
|
5,902,745 | $1,217,972,395 | |
| 7 | TWLO |
Twilio Inc
This page
|
9,373,200 | $1,179,336,017 | |
| 8 | SNPS |
Synopsys Inc
|
1,741,876 | $690,618,988 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,336,017 | 9,373,200 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,302,055,565 | 9,153,934 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,094,809,636 | 10,938,252 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $1,512,454,247 | 12,161,903 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $938,131,714 | 9,581,572 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $937,000,748 | 9,570,021 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $181,393,791 | 1,678,329 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $23,665,658 | 362,859 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $18,903,632 | 332,752 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $30,669,837 | 501,551 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $7,982,279 | 105,210 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $6,041,754 | 103,225 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,242,563 | 208,151 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,798,788 | 102,038 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $8,950,080 | 182,804 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $48,584,188 | 702,693 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $114,394,107 | 1,364,922 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $239,695,042 | 1,454,372 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $343,389,299 | 1,303,977 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $361,728,356 | 1,133,767 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $452,241,441 | 1,147,355 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $735,400,284 | 2,158,118 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $672,082,267 | 1,985,472 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $386,739,578 | 1,565,177 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $249,993,978 | 1,139,340 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $120,765,854 | 1,349,490 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||