Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,663,027
+$94,327,027 QoQ
Shares Held
560,573
+273.7% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#44
of 955 holders
Holding Since
Mar 2020
11 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, 2026LORD, ABBETT & CO. LLC holds $1,067,911,224 across 11 Software - Infrastructure names. TWLO ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,225,813 | $457,252,765 | |
| 2 | NET |
Cloudflare, Inc.
|
494,215 | $121,221,055 | |
| 3 | TWLO |
Twilio Inc
This page
|
560,573 | $115,663,027 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
571,928 | $109,115,283 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
536,038 | $84,174,047 | |
| 6 | NTAP |
NetApp, Inc.
|
483,682 | $74,854,626 | |
| 7 | ORCL |
Oracle Corp
|
237,884 | $34,861,900 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
290,027 | $33,837,450 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,663,027 | 560,573 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $21,336,000 | 150,000 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $6,686,341 | 40,570 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,053,793 | 38,178 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,934,481 | 34,272 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,769,963 | 37,472 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $80,655,506 | 236,693 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $24,398,064 | 72,077 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $17,319,526 | 70,094 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $56,336,085 | 256,750 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,196,684 | 58,070 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||