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Equibles

GOLDMAN SACHS GROUP INC

Position in TWLO — Twilio Inc

CIK 886982 NEW YORK, NY
Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$239,392,525
+$127,465,320 QoQ
Shares Held
1,160,241
+30.4% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
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)

Derivatives in TWLO

reported options exposure · as of Jun 30, 2026
CallValue
$1,650,640
CallShares
8,000
PutValue
$8,046,870
PutShares
39,000

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 Jun 30, 2026

GOLDMAN SACHS GROUP INC holds $45,492,314,068 across 127 Software - Infrastructure names. TWLO ranks #18 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 63,933,083 $23,848,318,617
2 ORCL
Oracle Corp
 21,280,008 $3,118,585,170
3 PANW
Palo Alto Networks Inc
 7,933,568 $2,705,505,357
4 PLTR
Palantir Technologies Inc.
 22,705,848 $2,649,091,283
5 CRWV
CoreWeave, Inc.
 18,103,949 $1,802,067,081
6 CRWD
CrowdStrike Holdings, Inc.
 8,858,152 $1,690,002,526
7 FTNT
Fortinet, Inc.
 8,101,402 $1,244,537,372
8 SNPS
Synopsys Inc
 2,736,953 $1,220,872,621

All Filings in TWLO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,046,870 39,000
2026-06-30 $1,650,640 8,000
2026-06-30 $239,392,525 1,160,241
2026-03-31 $4,906,980 39,000
2026-03-31 $111,927,205 889,582
2025-12-31 $124,409,077 874,642
2025-12-31 $4,836,160 34,000
2025-12-31 $4,836,160 34,000
2025-09-30 $3,403,060 34,000
2025-09-30 $77,458,549 773,889
2025-09-30 $5,254,725 52,500
2025-06-30 $104,135,455 837,371
2025-06-30 $4,228,240 34,000
2025-06-30 $4,228,240 34,000
2025-03-31 $39,718,464 405,663
2025-03-31 $11,749,200 120,000
2025-03-31 $25,515,346 260,600
2024-12-31 $3,674,720 34,000
2024-12-31 $39,540,526 365,845
2024-12-31 $3,674,720 34,000
2024-09-30 $28,087,513 430,658
2024-09-30 $2,217,480 34,000
2024-09-30 $2,217,480 34,000
2024-06-30 $24,991,229 439,909
2024-03-31 $21,478,263 351,239
2023-12-31 $22,133,630 291,731
2023-09-30 $1,931,490 33,000
2023-09-30 $19,942,398 340,721
2023-06-30 $2,099,460 33,000
2023-06-30 $23,909,031 375,810
2023-03-31 $24,541,493 368,325
2022-12-31 $2,957,184 60,400
2022-12-31 $83,132,023 1,697,958
2022-09-30 $3,484,656 50,400
2022-09-30 $160,941,256 2,327,759
2022-09-30 $235,076 3,400
2022-06-30 $251,430 3,000
2022-06-30 $11,540,637 137,700
2022-06-30 $120,856,365 1,442,028
2022-03-31 $161,658,502 980,878
2022-03-31 $18,227,986 110,600
2022-03-31 $13,909,964 84,400
2021-12-31 $199,359,966 757,044
2021-12-31 $790,020 3,000
2021-12-31 $3,950,100 15,000
2021-09-30 $187,336,587 587,170
2021-06-30 $228,650,245 580,095
2021-03-31 $339,065,400 995,027
2021-03-31 $5,349,932 15,700
2020-12-31 $115,963,668 342,581