Position in TWLO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$214,995
-$134,346 QoQ
Shares Held
1,042
-57.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#35
of 61 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2025CallValue
$491,595
CallShares
3,953
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GK Wealth Management LLC holds $1,760,839 across 5 Software - Infrastructure names. TWLO ranks #3 (12.2% of the industry book) .
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,995 | 1,042 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $349,341 | 2,456 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $296,066 | 2,958 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $491,595 | 3,953 | Call | Defined | 2025-07-08 | |
| 2025-03-31 | $322,319 | 3,292 | Call | Defined | 2025-07-08 | |
| 2024-12-31 | $231,399 | 2,141 | Shares | Defined | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||