Position in TWLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$104,206,966
+$46,924,267 QoQ
Shares Held
505,050
+10.9% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2
of 295 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. TWLO ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,242,987 | $1,582,719,009 | |
| 2 | ORCL |
Oracle Corp
|
1,808,312 | $265,008,123 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
274,178 | $209,236,197 | |
| 4 | PANW |
Palo Alto Networks Inc
|
446,300 | $152,197,225 | |
| 5 | TWLO |
Twilio Inc
This page
|
505,050 | $104,206,966 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
329,042 | $38,389,329 | |
| 7 | MDB |
MongoDB, Inc.
|
111,948 | $37,603,332 | |
| 8 | NET |
Cloudflare, Inc.
|
86,163 | $21,134,060 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,206,966 | 505,050 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $57,282,699 | 455,275 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $45,601,715 | 320,597 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $30,095,160 | 300,681 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $34,535,641 | 277,707 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,960,744 | 20,026 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,927,496 | 17,834 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $481,713 | 7,386 | Shares | Defined | 2024-11-13 | |
| 2024-03-31 | $790,362 | 12,925 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $785,253 | 10,350 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $657,583 | 11,235 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $657,320 | 10,332 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $580,613 | 8,714 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $388,252 | 7,930 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $729,563 | 10,552 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $9,116,431 | 108,775 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $21,260,652 | 129,001 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $21,509,345 | 81,679 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,068,687 | 69,170 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $25,936,908 | 65,803 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,532,702 | 57,321 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,300,466 | 48,155 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $4,609,214 | 18,654 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $1,239,703 | 13,853 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||