Cloud communications APIs (CPaaS)
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Irenic Capital | 48 | Holds (flat) | 42,173,000 | $37,587,024 | 2.4% |
| Howard Marks / Oaktree | 70 | Trimmed -8% | 12,501,000 | $11,188,395 | 0.1% |
| Report | Date | Stance |
|---|---|---|
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.