Position in TWLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,236,770
+$8,298,066 QoQ
Shares Held
69,000
+46.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#3
of 136 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2026CallValue
$629,100
CallShares
5,000
PutValue
$0
PutShares
0
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, 2026ARDSLEY ADVISORY PARTNERS LP holds $69,703,285 across 10 Software - Infrastructure names. TWLO ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
43,000 | $14,663,860 | |
| 2 | TWLO |
Twilio Inc
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|
69,000 | $14,236,770 | |
| 3 | OKTA |
Okta, Inc.
|
76,500 | $10,438,425 | |
| 4 | RELY |
Remitly Global, Inc.
|
375,000 | $8,403,750 | |
| 5 | AKAM |
Akamai Technologies Inc
|
56,000 | $6,619,760 | |
| 6 | BOX |
Box Inc
|
240,000 | $6,369,600 | |
| 7 | AEVA |
Aeva Technologies, Inc.
|
121,500 | $3,489,480 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
125,000 | $2,281,250 |
All Filings in TWLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,236,770 | 69,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,938,704 | 47,200 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $629,100 | 5,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $8,890,000 | 62,500 | Shares | Sole | 2026-02-17 | |
| 2022-03-31 | $12,195,940 | 74,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,501,730 | 9,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $797,625 | 2,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,182,480 | 3,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,703,800 | 5,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,200,250 | 6,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,470,900 | 10,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,865,070 | 8,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||