Position in TWLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$733,709
+$266,791 QoQ
Shares Held
3,556
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 951 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $429,718,622 across 32 Software - Infrastructure names. TWLO ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
901,874 | $336,417,039 | |
| 2 | ORCL |
Oracle Corp
|
303,361 | $44,457,554 | |
| 3 | PANW |
Palo Alto Networks Inc
|
76,593 | $26,119,744 | |
| 4 | SNPS |
Synopsys Inc
|
17,580 | $7,841,910 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
58,044 | $6,771,993 | |
| 6 | FTNT |
Fortinet, Inc.
|
22,345 | $3,432,638 | |
| 7 | FFIV |
F5, Inc.
|
4,179 | $1,738,296 | |
| 8 | TWLO |
Twilio Inc
This page
|
3,556 | $733,709 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,709 | 3,556 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $466,918 | 3,711 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $550,468 | 3,870 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $355,219 | 3,549 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $472,443 | 3,799 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $339,453 | 3,467 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $335,264 | 3,102 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $199,703 | 3,062 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $134,696 | 2,371 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $220,201 | 3,601 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $267,214 | 3,522 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $207,488 | 3,545 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $235,266 | 3,698 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $51,904 | 779 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $46,218 | 944 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $120,372 | 1,741 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $239,696 | 2,860 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $4,926,500 | 29,892 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $7,501,503 | 28,486 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $9,663,066 | 30,287 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $11,614,318 | 29,466 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $10,395,905 | 30,508 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $9,238,342 | 27,292 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $79,068 | 320 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $70,214 | 320 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||