Position in TWLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,772,373
+$716,367 QoQ
Shares Held
8,590
+2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#378
of 955 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. TWLO ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
This page
|
8,590 | $1,772,373 |
All Filings in TWLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,772,373 | 8,590 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,056,006 | 8,393 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,118,148 | 7,861 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $715,143 | 7,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $883,950 | 7,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $622,120 | 6,354 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $619,622 | 5,733 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $358,449 | 5,496 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $248,998 | 4,383 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $433,003 | 7,081 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||