ASHFORD CAPITAL MANAGEMENT INC

Position in TWLO — Twilio Inc

CIK 897070 WILMINGTON, DE

Position in TWLO

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$2,701,891

-$10,736,279 QoQ

Shares Held

13,095

-92.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#326

of 962 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASHFORD CAPITAL MANAGEMENT INC holds $46,577,034 across 5 Software - Infrastructure names. TWLO ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLBT	Cellebrite DI Ltd.	1,778,347	$25,963,866
2	PANW	Palo Alto Networks Inc	31,191	$10,636,754
3	MSFT	Microsoft Corp	14,935	$5,571,053
4	TWLO	Twilio Inc This page	13,095	$2,701,891
5	PATH	UiPath, Inc.	156,713	$1,703,470

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,701,891	13,095	-92.6%	Shares	Sole	2026-08-21
2023-12-31	$13,438,170	177,121	-14.3%	Shares	Sole	2024-02-15
2023-09-30	$12,092,122	206,597	-1.2%	Shares	Sole	2023-11-15
2023-06-30	$13,303,387	209,107	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$14,183,994	212,877	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$10,621,725	216,947	+15.9%	Shares	Sole	2023-02-15
2022-09-30	$12,947,502	187,265	+124.2%	Shares	Sole	2022-11-16
2022-06-30	$6,999,727	83,519	+1.2%	Shares	Sole	2022-08-15
2022-03-31	$13,608,196	82,569	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$21,683,152	82,339	-8.3%	Shares	Sole	2022-02-15
2021-09-30	$28,643,989	89,779	-0.7%	Shares	Sole	2021-11-15
2021-06-30	$35,619,845	90,369	-1.5%	Shares	Sole	2021-08-26
2021-03-31	$31,251,440	91,711	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$30,913,512	91,325	-8.5%	Shares	Sole	2021-02-16
2020-09-30	$24,670,701	99,845	-19.8%	Shares	Sole	2020-11-16
2020-06-30	$27,312,743	124,477	-11.4%	Shares	Sole	2020-08-17
2020-03-31	$12,567,796	140,438	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.