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Equibles

ACADIAN ASSET MANAGEMENT LLC

Position in TWLO — Twilio Inc

CIK 916542 Boston, MA
Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$40,475,343
+$26,269,511 QoQ
Shares Held
196,168
+73.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#91
of 962 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

ACADIAN ASSET MANAGEMENT LLC holds $5,065,452,862 across 70 Software - Infrastructure names. TWLO ranks #21 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 4,848,128 $1,808,448,706
2 FTNT
Fortinet, Inc.
 4,421,914 $679,294,428
3 CHKP
Check Point Software Technologies Ltd
 3,555,413 $467,287,930
4 GDDY
GoDaddy Inc.
 1,963,084 $166,626,569
5 DBX
Dropbox, Inc.
 6,062,950 $166,549,236
6 PANW
Palo Alto Networks Inc
 470,621 $160,491,173
7 FFIV
F5, Inc.
 342,383 $142,417,632
8 BOX
Box Inc
 4,964,832 $131,766,641

All Filings in TWLO

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,475,343 196,168
2026-03-31 $14,205,832 112,906
2025-12-31 $10,678,810 75,076
2025-09-30 $18,194,460 181,781
2025-06-30 $68,783,764 553,102
2025-03-31 $34,012,954 347,390
2024-12-31 $75,939,277 702,621
2024-09-30 $29,902,978 458,494
2024-06-30 $2,474,302 43,554
2024-03-31 $414,046 6,771
2023-12-31 $1,493,273 19,682
2023-03-31 $1,360,318 20,416
2022-12-31 $134,101 2,739
2022-09-30 $38,580 558
2022-06-30 $38,384 458
2022-03-31 $194,146 1,178
2021-12-31 $221,732 842
2021-09-30 $670,005 2,100
2021-06-30 $554,188 1,406
2021-03-31 $570,773 1,675
2020-12-31 $1,452,165 4,290
2020-09-30 $740,775 2,998
2020-06-30 $396,930 1,809