Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$651,796
-$1,949,183 QoQ
Shares Held
3,159
-88.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#537
of 955 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fieldview Capital Management, LLC holds $6,860,326 across 12 Software - Infrastructure names. TWLO ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
6,673 | $1,047,861 | |
| 2 | ZS |
Zscaler, Inc.
|
6,271 | $885,151 | |
| 3 | MSFT |
Microsoft Corp
|
1,936 | $722,166 | |
| 4 | TWLO |
Twilio Inc
This page
|
3,159 | $651,796 | |
| 5 | FFIV |
F5, Inc.
|
1,488 | $618,948 | |
| 6 | AKAM |
Akamai Technologies Inc
|
4,948 | $584,903 | |
| 7 | GDDY |
GoDaddy Inc.
|
6,076 | $515,730 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
8,848 | $444,965 |
All Filings in TWLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,796 | 3,159 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $2,600,979 | 26,565 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||