Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership726 shares
Latest Disclosed Value $ 103,266
CIBC Private Wealth Group, LLC reports 38.55% increase in ownership of TWLO / Twilio Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 726 shares of Twilio Inc. (US:TWLO) valued at $103,266 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 524 shares of Twilio Inc.. This represents a change in shares of 38.55% during the quarter. The current value of the position is $164,991 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)
2026-02-12 2025-12-31 13F TWILIO CL A 90138F102 726 202 38.55 103 98.08 0.0002
2025-11-24 2025-09-30 13F TWILIO CL A 90138F102 524 -2,315 -81.54 52 -85.27 0.0001
2025-08-12 2025-06-30 13F TWILIO CL A 90138F102 2,839 -538 -15.93 353 28.83 0.0006
2025-05-14 2025-03-31 13F TWILIO CL A 90138F102 3,377 -23,422 -87.40 275 -90.79 0.0006
2025-02-12 2024-12-31 13F Twilio CL A 90138F102 26,799 25,397 1,811.48 2,976 3,170.33 0.0054
2024-11-13 2024-09-30 13F Twilio CL A 90138F102 1,402 -94,702 -98.54 91 -98.35 0.0002
2024-08-09 2024-06-30 13F Twilio CL A 90138F102 96,104 -31,263 -24.55 5,516 -30.65 0.0103
2024-05-10 2024-03-31 13F Twilio CL A 90138F102 127,367 -7,638 -5.66 7,954 -22.34 0.0156
2024-02-13 2023-12-31 13F TWILIO INC CL A CL A 90138F102 135,005 -48,579 -26.46 10,243 -4.68 0.0217
2023-11-13 2023-09-30 13F TWILIO INC CL A CL A 90138F102 183,584 38,337 26.39 10,745 16.29 0.0254
2023-11-21 2023-06-30 13F/A-1 TWILIO INC CL A COM 90138F102 145,247 -2,125 -1.44 9,241 88.49 0.0202
2023-08-10 2023-06-30 13F TWILIO INC CL A COM 90138F102 144,262 -3,110 9,178 0.0201
2023-11-21 2023-03-31 13F/A-1 TWILIO INC CL A COM 90138F102 147,372 19,394 15.15 4,903 -21.62 0.0109
2023-05-12 2023-03-31 13F TWILIO INC CL A COM 90138F102 146,387 18,409 4,871 0.0106
2023-06-01 2022-12-31 13F/A-2 TWILIO INC CL A COM 90138F102 127,978 15,577 13.86 6,255 -19.52 0.0210
2023-02-14 2022-12-31 13F/A-1 TWILIO INC CL A COM 90138F102 127,747 15,346 6,254 0.0131
2023-02-13 2022-12-31 13F TWILIO INC CL A COM 90138F102 127,747 15,346 476 0.0000
2022-11-15 2022-09-30 13F TWILIO INC CL A COM 90138F102 112,401 -53,667 -32.32 7,771 -44.17 0.0209
2022-08-03 2022-06-30 13F TWILIO CL A 90138F102 166,068 1,753 1.07 13,918 -48.61 0.0361
2022-05-16 2022-03-31 13F TWILIO CL A 90138F102 164,315 58,417 55.16 27,081 -2.89 0.0591
2022-04-04 2021-12-31 13F/A-1 TWILIO CL A 90138F102 105,898 -754 -0.71 27,888 -18.04 0.0578
2022-02-08 2021-12-31 13F TWILIO CL A 90138F102 105,898 -754 27,888 0.0452
2021-11-12 2021-09-30 13F TWILIO CL A 90138F102 106,652 -134,207 -55.72 34,028 -64.16 0.0792
2021-08-16 2021-06-30 13F TWILIO CL A 90138F102 240,859 12,307 5.38 94,938 21.90 0.2181
2021-05-12 2021-03-31 13F TWILIO CL A 90138F102 228,552 -14,426 -5.94 77,881 -5.31 0.1961
2021-02-12 2020-12-31 13F TWILIO CL A 90138F102 242,978 61,123 33.61 82,249 83.04 0.2174
2020-11-03 2020-09-30 13F/A-1 TWILIO CL A 90138F102 181,855 181,855 44,935 0.1376
2020-08-13 2020-06-30 13F TWILIO CL A 90138F102 0 -3,925 -100.00 0 -100.00
2020-05-15 2020-03-31 13F TWILIO CL A 90138F102 3,925 300 8.28 351 -1.40 0.0015
2020-01-30 2019-12-31 13F TWILIO CL A 90138F102 3,625 10 0.28 356 -10.55 0.0012
2019-10-16 2019-09-30 13F TWILIO CL A 90138F102 3,615 750 26.18 398 1.79 0.0014
2019-07-31 2019-06-30 13F TWILIO CL A 90138F102 2,865 270 10.40 391 16.72 0.0014
2019-05-10 2019-03-31 13F TWILIO CL A 90138F102 2,595 2,595 335 0.0013
2018-11-14 2018-09-30 13F TWILIO CL A 90138F102 0 -95 -100.00 0 -100.00
2018-08-02 2018-06-30 13F TWILIO CL A 90138F102 95 0 0.00 5 25.00 0.0000
2018-05-17 2018-03-31 13F TWILIO CL A 90138F102 95 0 0.00 4 100.00 0.0000
2018-02-12 2017-12-31 13F TWILIO CL A 90138F102 95 95 2 0.0000
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.