Position in TWLO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$28,497,061
New position
Shares Held
138,114
first reported quarter
Ownership
0.090%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#108
of 961 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 78%
Shared 12%
None 10%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $854,550,772 across 16 Software - Infrastructure names. TWLO ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
815,323 | $304,131,785 | |
| 2 | MDB |
MongoDB, Inc.
|
511,227 | $171,721,149 | |
| 3 | ACIW |
Aci Worldwide, Inc.
|
1,592,306 | $80,077,068 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
512,991 | $59,850,659 | |
| 5 | NET |
Cloudflare, Inc.
|
226,921 | $55,659,182 | |
| 6 | RBRK |
Rubrik, Inc.
|
539,684 | $43,325,831 | |
| 7 | TOST |
Toast, Inc.
|
1,199,504 | $33,370,201 | |
| 8 | TWLO |
Twilio Inc
This page
|
138,114 | $28,497,061 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,497,061 | 138,114 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||