MORGAN STANLEY

Position in TWLO — Twilio Inc

CIK 895421 NEW YORK, NY

Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$357,391,200

+$122,724,200 QoQ

Shares Held

1,732,134

-7.1% QoQ

Ownership

1.13%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#15

of 962 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. TWLO ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc.	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

All Filings in TWLO

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,391,200	1,732,134	-7.1%	Shares	Defined	2026-08-13
2026-03-31	$234,667,000	1,865,101	-14.3%	Shares	Defined	2026-05-15
2025-12-31	$309,633,858	2,176,841	-19.4%	Shares	Defined	2026-05-27
2025-09-30	$270,251,800	2,700,088	+36.4%	Shares	Defined	2026-05-27
2025-06-30	$246,243,612	1,980,087	-5.7%	Shares	Defined	2025-08-15
2025-03-31	$205,516,119	2,099,031	-24.0%	Shares	Defined	2025-05-15
2024-12-31	$298,385,744	2,760,786	+44.9%	Shares	Defined	2025-05-15
2024-09-30	$124,258,376	1,905,219	+11.9%	Shares	Defined	2025-05-14
2024-06-30	$96,755,829	1,703,148	-6.9%	Shares	Defined	2025-05-14
2024-03-31	$111,892,078	1,829,797	-2.1%	Shares	Defined	2024-10-17
2023-12-31	$141,846,618	1,869,601	-7.3%	Shares	Defined	2024-08-16
2023-09-30	$118,061,850	2,017,117	-6.2%	Shares	Defined	2023-11-15
2023-06-30	$136,753,154	2,149,531	+7.0%	Shares	Defined	2023-08-14
2023-03-31	$133,889,246	2,009,444	+14.6%	Shares	Defined	2023-05-15
2022-12-31	$85,840,777	1,753,284	-22.7%	Shares	Defined	2023-02-14
2022-09-30	$156,854,663	2,268,653	+2.5%	Shares	Defined	2022-11-14
2022-06-30	$185,550,390	2,213,941	+2.0%	Shares	Defined	2022-10-27
2022-03-31	$357,592,867	2,169,728	-77.3%	Shares	Defined	2022-10-27
2021-12-31	$2,517,231,505	9,558,865	-1.8%	Shares	Defined	2022-02-14
2021-09-30	$3,106,285,472	9,736,046	-11.3%	Shares	Defined	2021-11-15
2021-06-30	$4,327,252,840	10,978,417	+1.4%	Shares	Defined	2021-08-23
2021-03-31	$3,689,158,399	10,826,266	+16.9%	Shares	Defined	2021-05-17
2020-12-31	$3,134,554,003	9,260,130	-20.6%	Shares	Defined	2021-02-16
2020-09-30	$2,881,517,617	11,661,814	+4.4%	Shares	Defined	2020-11-13
2020-06-30	$2,450,193,800	11,166,684	-1.0%	Shares	Defined	2020-08-14
2020-03-31	$1,009,592,528	11,281,624	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.