UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in TWLO — Twilio Inc
CIK 861177
NEW YORK, NY
Position in TWLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$185,430,365
-$61,274,242 QoQ
Shares Held
1,473,775
-15.0% QoQ
Ownership
0.971%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $35,018,537,590 across 88 Software - Infrastructure names. TWLO ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
63,832,188 | $23,628,761,025 | |
| 2 | ORCL |
Oracle Corp
|
14,556,984 | $2,141,477,911 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,310,511 | $2,093,341,542 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,072,960 | $1,294,256,943 | |
| 5 | SNPS |
Synopsys Inc
|
2,194,613 | $870,120,156 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,958,601 | $764,657,410 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,554,196 | $617,328,890 | |
| 8 | NET |
Cloudflare, Inc.
|
2,544,043 | $524,937,826 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,430,365 | 1,473,775 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $246,704,607 | 1,734,425 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $164,790,773 | 1,646,426 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $265,520,531 | 2,135,096 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $188,030,567 | 1,920,443 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $173,190,412 | 1,602,428 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $82,909,352 | 1,271,226 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,395,956 | 1,291,955 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $65,895,478 | 1,077,604 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $81,130,971 | 1,069,342 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $62,198,479 | 1,062,677 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,650,502 | 1,550,621 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $103,317,871 | 1,550,621 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,155,044 | 861,010 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $49,961,043 | 722,607 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $55,866,316 | 666,583 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $131,771,686 | 799,537 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $191,196,423 | 726,044 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $199,292,983 | 624,645 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $247,381,116 | 627,616 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $188,308,061 | 552,612 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $169,033,697 | 499,361 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $108,810,028 | 440,366 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $91,827,705 | 418,502 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,914,477 | 479,545 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||