Position in TWLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$75,290,641
+$14,738,005 QoQ
Shares Held
364,904
-24.2% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#67
of 962 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $1,116,394,960 across 37 Software - Infrastructure names. TWLO ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,564,637 | $583,640,891 | |
| 2 | ORCL |
Oracle Corp
|
1,020,778 | $149,595,014 | |
| 3 | TWLO |
Twilio Inc
This page
|
364,904 | $75,290,641 | |
| 4 | FTNT |
Fortinet, Inc.
|
417,015 | $64,061,842 | |
| 5 | OKTA |
Okta, Inc.
|
445,195 | $60,746,856 | |
| 6 | FFIV |
F5, Inc.
|
68,030 | $28,297,758 | |
| 7 | CPAY |
Corpay, Inc.
|
80,024 | $26,669,597 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
141,592 | $16,519,537 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,290,641 | 364,904 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,552,636 | 481,264 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $69,131,911 | 486,023 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $55,830,631 | 570,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,087,005 | 639,221 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $43,693,355 | 669,938 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $37,177,542 | 654,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,710,733 | 665,752 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,202,059 | 384,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,797,464 | 355,330 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $483,755 | 1,837 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $419,230 | 1,314 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $206,145 | 523 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $469,225 | 1,377 | Shares | Defined | 2021-05-18 | |
| 2020-09-30 | $119,838 | 485 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $91,058 | 415 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $45,550 | 509 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||