KING LUTHER CAPITAL MANAGEMENT CORP

Position in TWLO — Twilio Inc

CIK 310051 FORT WORTH, TX

Position in TWLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$27,479,442

+$8,650,731 QoQ

Shares Held

133,182

-11.0% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KING LUTHER CAPITAL MANAGEMENT CORP holds $1,799,940,397 across 14 Software - Infrastructure names. TWLO ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,828,509	$1,055,090,427
2	PANW	Palo Alto Networks Inc	887,302	$302,587,728
3	ORCL	Oracle Corp	1,473,692	$215,969,562
4	FTNT	Fortinet, Inc.	776,207	$119,240,919
5	NTNX	Nutanix, Inc.	628,990	$32,053,330
6	TWLO	Twilio Inc This page	133,182	$27,479,442
7	AKAM	Akamai Technologies Inc	135,930	$16,068,285
8	SNPS	Synopsys Inc	23,727	$10,583,902

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,479,442	133,182	-11.0%	Shares	Sole	2026-08-10
2026-03-31	$18,828,711	149,648	-6.9%	Shares	Sole	2026-05-11
2025-12-31	$22,862,235	160,730	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$16,426,370	164,116	+2.8%	Shares	Sole	2025-11-07
2025-06-30	$19,860,913	159,705	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$16,074,667	164,178	-8.7%	Shares	Sole	2025-05-12
2024-12-31	$19,445,429	179,917	-3.7%	Shares	Sole	2025-02-07
2024-09-30	$12,182,965	186,798	-15.9%	Shares	Sole	2024-11-08
2024-06-30	$12,611,990	222,003	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$13,704,020	224,105	+17.8%	Shares	Sole	2024-05-14
2023-12-31	$14,431,839	190,218	-19.5%	Shares	Sole	2024-02-09
2023-09-30	$13,835,906	236,390	+3.5%	Shares	Sole	2023-11-13
2023-06-30	$14,536,979	228,497	+47.9%	Shares	Sole	2023-08-10
2023-03-31	$10,292,735	154,476	+217.4%	Shares	Sole	2023-05-11
2022-12-31	$2,382,883	48,670	+202.5%	Shares	Sole	2023-02-13
2022-09-30	$1,112,462	16,090	-32.9%	Shares	Sole	2022-11-10
2022-06-30	$2,010,601	23,990	+7.2%	Shares	Sole	2022-08-11
2022-03-31	$3,689,271	22,385	+183.9%	Shares	Sole	2022-05-11
2021-12-31	$2,076,699	7,886	+49.0%	Shares	Sole	2022-02-14
2021-09-30	$1,688,412	5,292	+10.1%	Shares	Sole	2021-11-10
2021-06-30	$1,894,727	4,807	+35.1%	Shares	Sole	2021-08-13
2021-03-31	$1,212,083	3,557	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,204,044	3,557	0.0%	Shares	Sole	2021-02-10
2020-09-30	$878,899	3,557	+4.0%	Shares	Sole	2020-11-12
2020-06-30	$750,416	3,420	-45.9%	Shares	Sole	2020-08-12
2020-03-31	$565,576	6,320	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.