Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,669,191
+$34,570,115 QoQ
Shares Held
289,193
+45.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $50,479,314,904 across 93 Software - Infrastructure names. TWLO ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,287,163 | $32,559,857,541 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
17,235,084 | $3,288,195,500 | |
| 3 | XYZ |
Block, Inc.
|
39,734,330 | $3,019,809,080 | |
| 4 | ORCL |
Oracle Corp
|
19,407,007 | $2,844,096,875 | |
| 5 | IOT |
Samsara Inc.
|
48,692,589 | $1,579,100,660 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,155,391 | $1,417,071,438 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
7,720,103 | $900,704,416 | |
| 8 | CPAY |
Corpay, Inc.
|
2,454,914 | $818,149,188 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,669,191 | 289,193 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,099,076 | 199,484 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,155,757 | 303,401 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,428,861 | 294,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,528,851 | 165,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,933,240 | 172,947 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,706,794 | 108,324 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,385,401 | 128,583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,267,590 | 127,940 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,527,015 | 123,103 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,053,035 | 119,323 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $6,734,053 | 115,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,974,279 | 109,636 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,071,042 | 106,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,504,327 | 112,425 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,462,361 | 136,858 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $330,914,230 | 3,948,386 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,252,250,277 | 7,598,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,055,194,368 | 7,804,338 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,701,384,534 | 5,332,658 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,938,696,850 | 4,918,553 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,204,415,538 | 3,534,498 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,168,957,282 | 3,453,345 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,020,356,178 | 4,129,492 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $959,663,869 | 4,373,639 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $432,933,558 | 4,837,787 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||