Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,293,289
-$4,085,432 QoQ
Shares Held
141,973
-47.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#104
of 956 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $480,054,195 across 10 Software - Infrastructure names. TWLO ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
576,956 | $90,599,400 | |
| 2 | BAND |
Bandwidth Inc.
|
1,388,899 | $87,917,306 | |
| 3 | FLYW |
Flywire Corp
|
4,506,928 | $79,186,724 | |
| 4 | SAIL |
SailPoint, Inc.
|
3,574,494 | $52,330,592 | |
| 5 | FIVN |
Five9, Inc.
|
2,265,900 | $48,308,988 | |
| 6 | BLZE |
Backblaze, Inc.
|
2,688,044 | $42,632,377 | |
| 7 | RBRK |
Rubrik, Inc.
|
492,208 | $39,514,458 | |
| 8 | TWLO |
Twilio Inc
This page
|
141,973 | $29,293,289 |
All Filings in TWLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,293,289 | 141,973 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $33,378,721 | 268,404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,187,588 | 247,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,357,718 | 77,329 | Shares | Sole | 2025-02-14 | |
| 2020-12-31 | $524,675 | 1,550 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $889,524 | 3,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $877,680 | 4,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,521,330 | 17,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||