Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$736,731,209
-$86,441,114 QoQ
Shares Held
5,855,438
+1.2% QoQ
Ownership
3.86%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 1%
None 78%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026STATE STREET CORP holds $170,601,496,259 across 131 Software - Infrastructure names. TWLO ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,708,289 | $113,534,207,339 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
101,626,594 | $14,865,938,170 | |
| 3 | ORCL |
Oracle Corp
|
76,303,175 | $11,224,960,074 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,486,318 | $5,689,166,501 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
11,137,162 | $4,348,059,416 | |
| 6 | SNPS |
Synopsys Inc
|
8,899,023 | $3,528,284,639 | |
| 7 | FTNT |
Fortinet, Inc.
|
28,929,635 | $2,364,129,772 | |
| 8 | NET |
Cloudflare, Inc.
|
7,178,719 | $1,481,256,878 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,731,209 | 5,855,438 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $823,172,323 | 5,787,207 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $588,468,645 | 5,879,395 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $494,809,039 | 3,978,844 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $399,446,070 | 4,079,727 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $421,553,718 | 3,900,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $256,943,777 | 3,939,647 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $223,287,955 | 3,930,434 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $237,642,353 | 3,886,220 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $291,774,852 | 3,845,721 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $211,458,179 | 3,612,817 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $230,452,189 | 3,622,323 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $239,457,292 | 3,593,836 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $171,062,323 | 3,493,920 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $241,510,237 | 3,493,061 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $288,410,743 | 3,441,245 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $587,650,985 | 3,565,627 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $935,601,725 | 3,552,828 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,099,289,008 | 3,445,507 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,345,501,422 | 3,413,592 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $945,493,141 | 2,774,660 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $904,281,424 | 2,671,437 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $664,478,875 | 2,689,218 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $569,682,998 | 2,596,313 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $221,475,489 | 2,474,863 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||