Position in TWLO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$28,774,404
-$4,793,240 QoQ
Shares Held
228,695
-3.1% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $1,966,818,463 across 41 Software - Infrastructure names. TWLO ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,498,110 | $1,294,895,378 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,304,858 | $209,194,834 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
252,379 | $98,531,285 | |
| 4 | MDB |
MongoDB, Inc.
|
270,982 | $66,328,264 | |
| 5 | ORCL |
Oracle Corp
|
351,104 | $51,650,909 | |
| 6 | TOST |
Toast, Inc.
|
1,539,203 | $40,804,271 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
426,570 | $36,591,174 | |
| 8 | NET |
Cloudflare, Inc.
|
170,085 | $35,095,338 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,774,404 | 228,695 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $33,567,644 | 235,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,974,761 | 199,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,192,994 | 194,540 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,646,131 | 200,655 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $24,217,809 | 224,073 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,336,300 | 81,820 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,632,370 | 99,144 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,986,156 | 97,893 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,391,021 | 189,680 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,139,341 | 224,489 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,275,183 | 271,537 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,730,825 | 281,117 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,789,478 | 261,223 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $30,814,730 | 445,686 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $48,800,551 | 582,276 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $88,711,125 | 538,263 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $116,101,075 | 440,879 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $135,372,595 | 424,299 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $160,729,382 | 407,777 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $133,346,203 | 391,320 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $139,244,006 | 411,356 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $99,506,355 | 402,713 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $84,863,098 | 386,761 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $36,362,829 | 406,334 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||