Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,642,497
+$39,603,628 QoQ
Shares Held
259,984
+133.0% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#78
of 962 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $4,336,192,661 across 94 Software - Infrastructure names. TWLO ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,912,948 | $2,205,647,862 | |
| 2 | ORCL |
Oracle Corp
|
1,207,098 | $176,900,211 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,510,043 | $176,176,715 | |
| 4 | SNPS |
Synopsys Inc
|
366,293 | $163,392,318 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,093,138 | $129,219,842 | |
| 6 | NTAP |
NetApp, Inc.
|
713,328 | $110,394,640 | |
| 7 | FFIV |
F5, Inc.
|
229,764 | $95,572,632 | |
| 8 | PANW |
Palo Alto Networks Inc
|
275,796 | $94,051,951 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,642,497 | 259,984 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,038,869 | 111,579 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,695,256 | 82,222 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,210,282 | 72,038 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,208,317 | 90,128 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,956,640 | 40,411 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,414,114 | 59,346 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,072,476 | 16,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,066,379 | 18,771 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,091,038 | 17,842 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,324,993 | 17,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $916,813 | 15,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $849,835 | 13,358 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,082,736 | 16,250 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $310,112 | 6,334 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,771,033 | 54,542 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,245,771 | 74,523 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,473,582 | 99,955 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,680,517 | 82,329 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,193,615 | 94,636 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,241,402 | 97,020 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $35,143,260 | 103,132 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $60,690,003 | 179,291 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $18,974,288 | 76,791 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $17,835,334 | 81,284 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,004,778 | 67,100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||