Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,494,052 shares
Latest Disclosed Value $ 187,937,231
Dimensional Fund Advisors Lp reports 2.77% decrease in ownership of TWLO / Twilio Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,494,052 shares of Twilio Inc. (US:TWLO) valued at $187,981,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,536,672 shares of Twilio Inc.. This represents a change in shares of -2.77% during the quarter. The current value of the position is $337,640,811 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)
2026-05-07 2026-03-31 13F TWILIO CL A 90138F102 1,494,052 -42,620 -2.77 187,937 -14.02 0.0084
2026-02-12 2025-12-31 13F TWILIO CL A 90138F102 1,536,672 -16,369 -1.05 218,593 40.58 0.0459
2025-11-12 2025-09-30 13F TWILIO CL A 90138F102 1,553,041 78,353 5.31 155,494 -15.21 0.0334
2025-08-12 2025-06-30 13F TWILIO CL A 90138F102 1,474,688 -229,488 -13.47 183,386 9.91 0.0425
2025-05-13 2025-03-31 13F TWILIO CL A 90138F102 1,704,176 -496,857 -22.57 166,845 -29.87 0.0415
2025-02-13 2024-12-31 13F TWILIO CL A 90138F102 2,201,033 -178,431 -7.50 237,898 53.30 0.0571
2024-11-07 2024-09-30 13F TWILIO CL A 90138F102 2,379,464 119,309 5.28 155,180 20.86 0.0376
2024-08-09 2024-06-30 13F TWILIO CL A 90138F102 2,260,155 224,040 11.00 128,396 3.12 0.0335
2024-05-10 2024-03-31 13F TWILIO CL A 90138F102 2,036,115 650,649 46.96 124,508 18.43 0.0337
2024-02-07 2023-12-31 13F TWILIO CL A 90138F102 1,385,466 217,796 18.65 105,131 53.82 0.0307
2023-11-09 2023-09-30 13F TWILIO CL A 90138F102 1,167,670 476,546 68.95 68,345 55.43 0.0224
2023-08-09 2023-06-30 13F TWILIO CL A 90138F102 691,124 271,679 64.77 43,971 57.48 0.0140
2023-05-12 2023-03-31 13F TWILIO CL A 90138F102 419,445 148,850 55.01 27,922 214,676.92 0.0094
2023-02-09 2022-12-31 13F TWILIO CL A 90138F102 270,595 43,728 19.27 13 -99.92 0.0039
2022-11-10 2022-09-30 13F TWILIO CL A 90138F102 226,867 -21,456 -8.64 15,695 -24.66 0.0060
2022-08-12 2022-06-30 13F TWILIO CL A 90138F102 248,323 -17,106 -6.44 20,833 -52.40 0.0075
2022-05-13 2022-03-31 13F TWILIO CLA 90138F102 265,429 48,552 22.39 43,765 -23.37 0.0135
2022-02-09 2021-12-31 13F TWILIO CLA 90138F102 216,877 9,675 4.67 57,114 -13.59 0.0173
2021-11-12 2021-09-30 13F TWILIO CLA 90138F102 207,202 8,230 4.14 66,099 -15.72 0.0213
2021-08-12 2021-06-30 13F TWILIO CLA 90138F102 198,972 17,690 9.76 78,432 27.00 0.0248
2021-05-14 2021-03-31 13F TWILIO CLA 90138F102 181,282 -25,032 -12.13 61,758 -11.59 0.0204
2021-03-08 2020-12-31 13F/A-2 TWILIO CLA 90138F102 206,314 -83,158 -28.73 69,851 -2.34 0.0252
2021-02-11 2020-12-31 13F TWILIO CLA 90138F102 206,314 -83,158 69,851 25,226.4684
2020-11-12 2020-09-30 13F TWILIO CLA 90138F102 289,472 -16,077 -5.26 71,527 6.71 0.0303
2020-08-13 2020-06-30 13F TWILIO CLA 90138F102 305,549 -1,218 -0.40 67,031 144.09 0.0295
2020-05-14 2020-03-31 13F TWILIO CLA 90138F102 306,767 91,178 42.29 27,462 29.61 0.0143
2020-02-14 2019-12-31 13F TWILIO CLA 90138F102 215,589 21,601 11.14 21,188 -0.66 0.0077
2019-11-12 2019-09-30 13F TWILIO CLA 90138F102 193,988 67,175 52.97 21,328 23.33 0.0083
2019-08-13 2019-06-30 13F TWILIO CLA 90138F102 126,813 -2,991 -2.30 17,293 3.14 0.0067
2019-08-12 2019-03-31 13F/A-2 TWILIO CLA 90138F102 129,804 8,299 6.83 16,766 54.55 0.0067
2019-05-10 2019-03-31 13F TWILIO CLA 90138F102 129,804 8,299 16,766
2019-02-26 2018-12-31 13F/A-1 TWILIO CLA 90138F102 121,505 14,549 13.60 10,848 17.57 0.0049
2019-02-13 2018-12-31 13F TWILIO CLA 90138F102 121,505 14,549 10,848
2018-11-13 2018-09-30 13F TWILIO CLA 90138F102 106,956 21,688 25.44 9,227 93.15 0.0035
2018-08-10 2018-06-30 13F TWILIO CLA 90138F102 85,268 85,268 4,777 0.0019
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.