Position in TWLO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$187,981,620
-$30,594,603 QoQ
Shares Held
1,494,052
-2.8% QoQ
Ownership
0.984%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 14%
None 7%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $17,563,808,357 across 86 Software - Infrastructure names. TWLO ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,323,744 | $10,854,770,313 | |
| 2 | ORCL |
Oracle Corp
|
8,586,492 | $1,263,158,835 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,925,035 | $574,154,118 | |
| 4 | AKAM |
Akamai Technologies Inc
|
3,464,793 | $397,931,473 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,381,971 | $358,094,668 | |
| 6 | CPAY |
Corpay, Inc.
|
782,500 | $227,699,673 | |
| 7 | DOX |
Amdocs Ltd
|
3,463,797 | $226,047,390 | |
| 8 | NTAP |
NetApp, Inc.
|
2,129,773 | $218,067,454 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,981,620 | 1,494,052 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,576,223 | 1,536,672 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $155,443,871 | 1,553,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $183,392,197 | 1,474,688 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $166,855,870 | 1,704,176 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $237,887,645 | 2,201,033 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $155,188,640 | 2,379,464 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $128,399,403 | 2,260,155 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $124,508,429 | 2,036,115 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $105,115,304 | 1,385,466 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $68,343,723 | 1,167,670 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $43,969,306 | 691,124 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $27,947,617 | 419,445 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,248,328 | 270,595 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,685,583 | 226,867 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,811,948 | 248,323 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,745,353 | 265,429 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $57,112,389 | 216,877 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $66,107,798 | 207,202 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $78,426,803 | 198,972 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $61,773,654 | 181,282 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $69,837,289 | 206,314 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $71,525,636 | 289,472 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $67,043,561 | 305,549 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,452,578 | 306,767 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||