Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership3,251 shares
Latest Disclosed Value $ 408
Bessemer Group Inc reports 8.80% increase in ownership of TWLO / Twilio Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 3,251 shares of Twilio Inc. (US:TWLO) valued at $409,041 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,988 shares of Twilio Inc.. The current value of the position is $734,693 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)
2026-05-06 2026-03-31 13F TWILIO SC 90138F102 3,251 263 8.80 0 0.0006
2026-02-05 2025-12-31 13F TWILIO SC 90138F102 2,988 228 8.26 0 0.0007
2025-11-05 2025-09-30 13F TWILIO SC 90138F102 2,760 257 10.27 0 0.0004
2025-08-01 2025-06-30 13F TWILIO SC 90138F102 2,503 2,374 1,840.31 0 0.0005
2025-04-23 2025-03-31 13F TWILIO SC 90138F102 129 -2 -1.53 0 0.0000
2025-02-13 2024-12-31 13F TWILIO SC 90138F102 131 96 274.29 0 0.0000
2024-11-12 2024-09-30 13F TWILIO SC 90138F102 35 30 600.00 0 0.0000
2024-08-13 2024-06-30 13F TWILIO SC 90138F102 5 0 0.00 0 0.0000
2024-08-13 2024-03-31 13F/A-1 TWILIO SC 90138F102 5 0 0.00 0 0.0000
2024-05-13 2024-03-31 13F TWILIO SC 90138F102 5 0 0 0.0000
2024-02-09 2023-12-31 13F TWILIO SC 90138F102 5 0 0.00 0 0.0000
2023-11-13 2023-09-30 13F TWILIO SC 90138F102 5 -1,253 -99.60 0 0.0000
2023-08-10 2023-06-30 13F TWILIO SC 90138F102 1,258 1,258 0 0.0002
2023-02-13 2022-12-31 13F TWILIO SC 90138F102 0 -152 -100.00 0 -100.00
2022-11-09 2022-09-30 13F TWILIO SC 90138F102 152 -227,333 -99.93 11 -99.94 0.0000
2022-08-10 2022-06-30 13F TWILIO SC 90138F102 227,485 -49,995 -18.02 19,065 -58.31 0.0475
2022-05-12 2022-03-31 13F TWILIO SC 90138F102 277,480 12,820 4.84 45,733 -34.38 0.0959
2022-01-27 2021-12-31 13F TWILIO SC 90138F102 264,660 439 0.17 69,695 -17.33 0.1397
2021-11-12 2021-09-30 13F TWILIO SC 90138F102 264,221 99,241 60.15 84,300 29.63 0.1798
2021-08-06 2021-06-30 13F TWILIO SC 90138F102 164,980 15,248 10.18 65,029 27.45 0.1411
2021-05-13 2021-03-31 13F TWILIO SC 90138F102 149,732 70 0.05 51,023 0.71 0.1223
2021-02-09 2020-12-31 13F TWILIO SC 90138F102 149,662 149,634 534,407.14 50,661 723,628.57 0.1339
2020-11-12 2020-09-30 13F TWILIO SC 90138F102 28 28 7 0.0000
2020-08-05 2020-06-30 13F TWILIO SC 90138F102 0 -2,519 -100.00 0 -100.00
2020-04-30 2020-03-31 13F TWILIO SC 90138F102 2,519 -30,794 -92.44 225 -93.13 0.0009
2020-02-04 2019-12-31 13F TWILIO SC 90138F102 33,313 16,708 100.62 3,274 79.30 0.0106
2019-11-07 2019-09-30 13F TWILIO SC 90138F102 16,605 16,575 55,250.00 1,826 45,550.00 0.0065
2019-07-19 2019-06-30 13F TWILIO SC 90138F102 30 -127 -80.89 4 -80.00 0.0000
2019-05-13 2019-03-31 13F TWILIO SC 90138F102 157 30 23.62 20 81.82 0.0001
2019-05-21 2018-12-31 13F/A-1 TWILIO SC 90138F102 127 127 11 0.0000
2019-02-12 2018-12-31 13F TWILIO SC 90138F102 127 127 11 0.0000
2018-05-10 2018-03-31 13F TWILIO SC 90138F102 0 -52,685 -100.00 0 -100.00
2018-01-30 2017-12-31 13F TWILIO SC 90138F102 52,685 0 0.00 1,243 -20.98 0.0048
2017-11-03 2017-09-30 13F TWILIO SC 90138F102 52,685 0 0.00 1,573 2.54 0.0063
2017-07-27 2017-06-30 13F TWILIO SC 90138F102 52,685 -52,800 -50.05 1,534 -49.62 0.0062
2017-05-12 2017-03-31 13F TWILIO SC 90138F102 105,485 105,485 3,045 0.0127
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.