WELLS FARGO & COMPANY/MN

Position in TWLO — Twilio Inc

CIK 72971 SAN FRANCISCO, CA

Back to TWLO Full portfolio

Position in TWLO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$39,025,084

-$12,089,427 QoQ

Shares Held

310,166

-13.7% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Derivatives in TWLO

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

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 Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $16,882,555,954 across 125 Software - Infrastructure names. TWLO ranks #15 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	33,333,314	$12,338,992,840
2	ORCL	Oracle Corp	7,133,821	$1,049,456,404
3	PANW	Palo Alto Networks Inc	6,118,822	$980,969,540
4	PLTR	Palantir Technologies Inc.	4,682,132	$684,902,267
5	CRWD	CrowdStrike Holdings, Inc.	1,350,083	$527,085,902
6	AKAM	Akamai Technologies Inc	1,959,101	$225,002,747
7	SNPS	Synopsys Inc	331,312	$131,358,581
8	NET	Cloudflare, Inc.	616,121	$127,130,405

All Filings in TWLO

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,025,084	310,166	-13.7%	Shares	Defined	2026-05-11
2025-12-31	$51,114,511	359,354	-12.2%	Shares	Defined	2026-02-13
2025-09-30	$40,962,931	409,261	-17.0%	Shares	Defined	2025-11-13
2025-06-30	$61,338,453	493,233	+5.4%	Shares	Defined	2025-08-14
2025-03-31	$45,823,640	468,018	+17.1%	Shares	Defined	2025-05-13
2024-12-31	$43,204,437	399,745	+7894.9%	Shares	Defined	2025-02-13
2024-12-31	$540,400	5,000	-98.6%	Put	Defined	2025-02-13
2024-09-30	$23,471,502	359,882	+119860.7%	Shares	Defined	2024-11-13
2024-09-30	$19,566	300	-99.7%	Put	Defined	2024-11-13
2024-06-30	$5,155,392	90,748	+45274.0%	Shares	Defined	2024-08-13
2024-06-30	$11,362	200	-99.9%	Put	Defined	2024-08-13
2024-03-31	$9,794,699	160,175	-41.2%	Shares	Defined	2024-05-10
2023-12-31	$20,675,483	272,512	-10.4%	Shares	Defined	2024-02-09
2023-09-30	$17,801,663	304,146	+151973.0%	Shares	Defined	2023-11-13
2023-09-30	$11,706	200	0.0%	Put	Defined	2023-11-13
2023-06-30	$12,724	200	-99.9%	Put	Defined	2023-08-15
2023-06-30	$18,631,306	292,853	-7.2%	Shares	Defined	2023-08-15
2023-03-31	$21,036,355	315,719	+11.0%	Shares	Defined	2023-05-12
2022-12-31	$13,923,341	284,382	-43.4%	Shares	Defined	2023-02-13
2022-09-30	$34,756,676	502,700	+2.4%	Shares	Defined	2022-11-14
2022-06-30	$41,125,146	490,695	+63.6%	Shares	Defined	2022-08-12
2022-03-31	$49,443,000	300,000	-44.7%	Put	Defined	2022-05-16
2022-03-31	$89,429,199	542,620	+513.8%	Shares	Defined	2022-05-16
2022-03-31	$14,569,204	88,400	-75.1%	Call	Defined	2022-05-16
2021-12-31	$93,658,711	355,657	-73.7%	Shares	Defined	2022-02-14
2021-09-30	$432,223,732	1,354,721	+4.8%	Shares	Defined	2021-11-15
2021-06-30	$509,734,014	1,293,216	-16.6%	Shares	Defined	2021-08-16
2021-03-31	$528,475,481	1,550,873	+36825.5%	Shares	Defined	2021-05-13
2020-12-31	$1,421,700	4,200	-60.7%	Put	Defined	2021-02-09
2020-12-31	$3,621,950	10,700	-99.3%	Call	Defined	2021-02-09
2020-12-31	$517,066,196	1,527,522	+10657.2%	Shares	Defined	2021-02-09
2020-09-30	$3,508,678	14,200	-99.0%	Call	Defined	2020-11-05
2020-09-30	$356,974,627	1,444,715	+8709.2%	Shares	Defined	2020-11-05
2020-09-30	$4,052,276	16,400	+645.5%	Put	Defined	2020-11-05
2020-06-30	$482,724	2,200	-99.9%	Put	Defined	2020-08-13
2020-06-30	$327,543,810	1,492,771	+7401.4%	Shares	Defined	2020-08-13
2020-06-30	$4,366,458	19,900	-98.5%	Call	Defined	2020-08-13
2020-03-31	$122,466,971	1,368,499	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.