Position in TWLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$911,359
+$353,096 QoQ
Shares Held
4,417
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#471
of 951 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $39,347,642 across 7 Software - Infrastructure names. TWLO ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
68,692 | $25,623,489 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,433 | $3,898,881 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,830 | $3,596,936 | |
| 4 | ORCL |
Oracle Corp
|
23,907 | $3,503,570 | |
| 5 | IOT |
Samsara Inc.
|
47,445 | $1,538,641 | |
| 6 | TWLO |
Twilio Inc
This page
|
4,417 | $911,359 | |
| 7 | MDB |
MongoDB, Inc.
|
818 | $274,766 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,359 | 4,417 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $558,263 | 4,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $644,916 | 4,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $491,341 | 4,909 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $614,835 | 4,944 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||