Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$226,467,566
-$26,565,727 QoQ
Shares Held
1,799,933
+1.2% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NORTHERN TRUST CORP holds $43,015,674,814 across 123 Software - Infrastructure names. TWLO ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
79,696,955 | $29,501,421,826 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
20,901,773 | $3,057,511,350 | |
| 3 | ORCL |
Oracle Corp
|
18,807,683 | $2,766,798,241 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,680,485 | $1,391,655,349 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,349,671 | $917,335,051 | |
| 6 | SNPS |
Synopsys Inc
|
1,925,379 | $763,374,261 | |
| 7 | FTNT |
Fortinet, Inc.
|
6,221,836 | $508,448,433 | |
| 8 | NET |
Cloudflare, Inc.
|
2,001,301 | $412,948,444 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,467,566 | 1,799,933 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $253,033,293 | 1,778,918 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $167,484,496 | 1,673,339 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $148,247,316 | 1,192,082 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,451,598 | 1,168,947 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $119,854,773 | 1,108,945 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $66,063,618 | 1,012,935 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $63,630,322 | 1,120,055 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $61,357,724 | 1,003,397 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $91,283,369 | 1,203,155 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $73,414,704 | 1,254,309 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $77,332,207 | 1,215,533 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,487,572 | 1,207,978 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,388,903 | 1,049,610 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $72,539,819 | 1,049,173 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $87,854,920 | 1,048,263 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $174,888,294 | 1,061,151 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $280,870,278 | 1,066,569 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $357,929,749 | 1,121,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $404,986,784 | 1,027,468 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $339,179,211 | 995,361 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $312,443,284 | 923,023 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $221,145,795 | 895,001 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $189,011,897 | 861,416 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $78,677,458 | 879,176 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||