Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership68,916 shares
Latest Disclosed Value $ 8,671
Amalgamated Bank reports 1.26% increase in ownership of TWLO / Twilio Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 68,916 shares of Twilio Inc. (US:TWLO) valued at $8,671,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 68,059 shares of Twilio Inc.. This represents a change in shares of 1.26% during the quarter. The current value of the position is $15,574,327 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F TWILIO INC. - A COM 90138F102 68,916 857 1.26 9 -11.11 0.0664
2026-02-05 2025-12-31 13F TWILIO INC. - A COM 90138F102 68,059 -2,549 -3.61 10 28.57 0.0699
2025-10-29 2025-09-30 13F TWILIO INC. - A COM 90138F102 70,608 62,306 750.49 7 600.00 0.0505
2025-08-04 2025-06-30 13F TWILIO INC. - A COM 90138F102 8,302 -287 -3.34 1 0.0080
2025-04-25 2025-03-31 13F TWILIO INC. - A COM 90138F102 8,589 -48 -0.56 1 0.0072
2025-02-04 2024-12-31 13F TWILIO INC. - A COM 90138F102 8,637 -1,064 -10.97 1 0.0077
2024-10-30 2024-09-30 13F TWILIO INC. - A COM 90138F102 9,701 -259 -2.60 1 0.0052
2024-08-12 2024-06-30 13F TWILIO INC. - A COM 90138F102 9,960 49 0.49 1 0.0048
2024-04-23 2024-03-31 13F TWILIO INC. - A COM 90138F102 9,911 -5,292 -34.81 1 -100.00 0.0052
2024-02-06 2023-12-31 13F TWILIO INC. - A COM 90138F102 15,203 -1,599 -9.52 1 0.0092
2023-11-08 2023-09-30 13F TWILIO INC. - A COM 90138F102 16,802 -27 -0.16 1 -100.00 0.0084
2023-08-11 2023-06-30 13F TWILIO INC. - A COM 90138F102 16,829 -1,907 -10.18 1 0.00 0.0087
2023-05-02 2023-03-31 13F TWILIO INC. - A COM 90138F102 18,736 248 1.34 1 0.0106
2023-02-10 2022-12-31 13F TWILIO INC. - A COM 90138F102 18,488 423 2.34 1 -100.00 0.0081
2022-11-09 2022-09-30 13F TWILIO INC. - A COM 90138F102 18,065 362 2.04 1,249 -15.84 0.0121
2022-08-15 2022-06-30 13F TWILIO INC. - A COM 90138F102 17,703 397 2.29 1,484 -47.97 0.0138
2022-08-25 2022-03-31 13F/A-1 TWILIO INC. - A COM 90138F102 17,306 565 3.37 2,852 -35.31 0.0222
2022-06-30 2022-03-31 13F TWILIO INC. - A COM 90138F102 17,306 565 2,852 0.0226
2022-02-15 2021-12-31 13F/A-1 TWILIO INC. - A COM 90138F102 16,741 935 5.92 4,409 -12.57 0.0325
2022-02-15 2021-12-31 13F TWILIO INC. - A COM 90138F102 16,741 935 4,409 0.0325
2021-10-29 2021-09-30 13F TWILIO INC. - A COM 90138F102 15,806 -1,140 -6.73 5,043 -24.49 0.0426
2021-08-16 2021-06-30 13F TWILIO INC. - A COM 90138F102 16,946 10,038 145.31 6,679 183.73 0.0535
2021-05-13 2021-03-31 13F TWILIO INC. - A COM 90138F102 6,908 -212 -2.98 2,354 -2.32 0.0883
2021-02-12 2020-12-31 13F TWILIO INC. - A COM 90138F102 7,120 57 0.81 2,410 38.11 0.0913
2020-10-30 2020-09-30 13F TWILIO INC. - A COM 90138F102 7,063 335 4.98 1,745 18.22 0.0759
2020-08-10 2020-06-30 13F TWILIO INC. - A COM 90138F102 6,728 -12,057 -64.18 1,476 -12.20 0.0683
2020-05-13 2020-03-31 13F TWILIO INC. - A COM 90138F102 18,785 -624 -3.22 1,681 -11.90 0.0411
2020-02-13 2019-12-31 13F TWILIO INC. - A COM 90138F102 19,409 1,839 10.47 1,908 -1.24 0.0351
2019-11-13 2019-09-30 13F TWILIO INC. - A COM 90138F102 17,570 3,816 27.74 1,932 3.04 0.0406
2019-08-14 2019-06-30 13F TWILIO INC. - A COM 90138F102 13,754 -6,371 -31.66 1,875 -27.88 0.0438
2019-05-15 2019-03-31 13F TWILIO INC. - A COM 90138F102 20,125 3,571 21.57 2,600 75.91 0.0630
2019-02-15 2018-12-31 13F TWILIO INC. - A COM 90138F102 16,554 6,731 68.52 1,478 74.29 0.0419
2018-11-14 2018-09-30 13F TWILIO INC. - A COM 90138F102 9,823 -6,898 -41.25 848 -9.50 0.0210
2018-07-18 2018-06-30 13F TWILIO INC. - A COM 90138F102 16,721 8,403 101.02 937 194.65 0.0229
2018-05-22 2018-03-31 13F TWILIO INC. - A COM 90138F102 8,318 8,318 318 0.0084
2018-02-13 2017-12-31 13F TWILLIO INC CL A COM 90138F102 0 -7,919 -100.00 0 -100.00
2017-11-09 2017-09-30 13F TWILLIO INC CL A COM 90138F102 7,919 183 2.37 236 4.89 0.0074
2017-08-10 2017-06-30 13F TWILLIO INC CL A COM 90138F102 7,736 7,736 225 0.0074
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.