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Equibles

WELLS FARGO & COMPANY/MN

Position in TWLO — Twilio Inc

CIK 72971 SAN FRANCISCO, CA
Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$101,680,659
+$62,655,575 QoQ
Shares Held
492,806
+58.9% QoQ
Ownership
0.321%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Derivatives in TWLO

reported options exposure · as of Dec 31, 2024
CallValue
$0
CallShares
0
PutValue
$540,400
PutShares
5,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $19,012,466,476 across 128 Software - Infrastructure names. TWLO ranks #10 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 33,423,086 $12,467,479,537
2 PANW
Palo Alto Networks Inc
 5,968,975 $2,035,539,852
3 ORCL
Oracle Corp
 7,764,519 $1,137,890,256
4 CRWD
CrowdStrike Holdings, Inc.
 5,656,584 $1,079,191,376
5 PLTR
Palantir Technologies Inc.
 4,923,902 $574,471,643
6 NET
Cloudflare, Inc.
 714,505 $175,253,784
7 CRWV
CoreWeave, Inc.
 1,484,068 $147,724,127
8 SNPS
Synopsys Inc
 319,137 $142,357,439

All Filings in TWLO

Export CSV
39 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $101,680,659 492,806
2026-03-31 $39,025,084 310,166
2025-12-31 $51,114,511 359,354
2025-09-30 $40,962,931 409,261
2025-06-30 $61,338,453 493,233
2025-03-31 $45,823,640 468,018
2024-12-31 $43,204,437 399,745
2024-12-31 $540,400 5,000
2024-09-30 $23,471,502 359,882
2024-09-30 $19,566 300
2024-06-30 $5,155,392 90,748
2024-06-30 $11,362 200
2024-03-31 $9,794,699 160,175
2023-12-31 $20,675,483 272,512
2023-09-30 $17,801,663 304,146
2023-09-30 $11,706 200
2023-06-30 $12,724 200
2023-06-30 $18,631,306 292,853
2023-03-31 $21,036,355 315,719
2022-12-31 $13,923,341 284,382
2022-09-30 $34,756,676 502,700
2022-06-30 $41,125,146 490,695
2022-03-31 $49,443,000 300,000
2022-03-31 $89,429,199 542,620
2022-03-31 $14,569,204 88,400
2021-12-31 $93,658,711 355,657
2021-09-30 $432,223,732 1,354,721
2021-06-30 $509,734,014 1,293,216
2021-03-31 $528,475,481 1,550,873
2020-12-31 $1,421,700 4,200
2020-12-31 $284,000 10,700
2020-12-31 $517,066,196 1,527,522
2020-09-30 $160,000 14,200
2020-09-30 $356,974,627 1,444,715
2020-09-30 $89,000 16,400
2020-06-30 $5,000 2,200
2020-06-30 $327,543,810 1,492,771
2020-06-30 $133,000 19,900
2020-03-31 $122,466,971 1,368,499