Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,577,093,258
+$560,230,739 QoQ
Shares Held
7,643,548
-5.4% QoQ
Ownership
4.98%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#4
of 962 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD PORTFOLIO MANAGEMENT LLC holds $124,864,104,770 across 95 Software - Infrastructure names. TWLO ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
168,407,641 | $62,819,418,245 | |
| 2 | ORCL |
Oracle Corp
|
57,285,664 | $8,395,214,059 | |
| 3 | PANW |
Palo Alto Networks Inc
|
19,347,649 | $6,597,935,261 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
50,276,809 | $5,865,795,306 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
23,827,488 | $4,545,927,298 | |
| 6 | NET |
Cloudflare, Inc.
|
16,819,726 | $4,125,542,393 | |
| 7 | FTNT |
Fortinet, Inc.
|
24,844,685 | $3,816,640,509 | |
| 8 | SNPS |
Synopsys Inc
|
4,493,481 | $2,004,407,069 |
All Filings in TWLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,093,258 | 7,643,548 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,016,862,519 | 8,081,883 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||