Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,912,786
+$57,207,016 QoQ
Shares Held
469,698
+48.8% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#52
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$650,585
PutShares
6,500
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, 2026AMERIPRISE FINANCIAL INC holds $23,508,580,718 across 83 Software - Infrastructure names. TWLO ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,993,857 | $10,815,288,533 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,563,374 | $2,238,241,797 | |
| 3 | GDDY |
GoDaddy Inc.
|
12,057,420 | $1,023,433,807 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,203,544 | $992,758,137 | |
| 5 | SNPS |
Synopsys Inc
|
2,125,136 | $947,959,412 | |
| 6 | ORCL |
Oracle Corp
|
6,447,514 | $944,883,174 | |
| 7 | NTAP |
NetApp, Inc.
|
4,677,207 | $723,844,553 | |
| 8 | GEN |
Gen Digital Inc.
|
27,725,433 | $690,086,025 |
All Filings in TWLO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,912,786 | 469,698 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,705,770 | 315,576 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,637,454 | 334,909 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $43,414,437 | 433,754 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $650,585 | 6,500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $43,773,101 | 351,987 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,995,797 | 285,934 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $33,569,214 | 310,596 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,784,898 | 211,360 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,741,599 | 241,887 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,836,762 | 242,629 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,881,157 | 248,862 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,597,015 | 198,138 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,622,525 | 198,405 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,457,991 | 201,981 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $10,792,936 | 220,444 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,858,304 | 330,609 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,020,802 | 346,269 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $55,322,265 | 335,673 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $158,521,197 | 601,964 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $273,625,255 | 857,625 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $350,238,355 | 888,569 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $277,227,681 | 813,557 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $247,393,062 | 730,851 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $222,379,022 | 899,992 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $137,333,880 | 625,895 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $59,083,892 | 660,229 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||