Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership78,889 shares
Latest Disclosed Value $ 9,726,668
Franklin Resources Inc reports 292.52% increase in ownership of TWLO / Twilio Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 78,889 shares of Twilio Inc. (US:TWLO) valued at $9,925,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 20,098 shares of Twilio Inc.. This represents a change in shares of 292.52% during the quarter. The current value of the position is $17,928,314 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)
2026-05-13 2026-03-31 13F TWILIO CL A 90138F102 78,889 58,791 292.52 9,727 240.31 0.0004
2026-02-11 2025-12-31 13F TWILIO CL A 90138F102 20,098 664 3.42 2,859 46.94 0.0007
2025-11-13 2025-09-30 13F TWILIO CL A 90138F102 19,434 -134,525 -87.38 1,945 -89.84 0.0005
2025-08-12 2025-06-30 13F TWILIO CL A 90138F102 153,959 -21,437 -12.22 19,146 11.49 0.0051
2025-05-13 2025-03-31 13F TWILIO CL A 90138F102 175,396 153 0.09 17,173 -9.33 0.0049
2025-02-12 2024-12-31 13F TWILIO CL A 90138F102 175,243 -26,767 -13.25 18,940 32.08 0.0053
2024-11-27 2024-09-30 13F/A-1 TWILIO CL A 90138F102 202,010 193,971 2,412.87 14,341 3,044.74 0.0040
2024-11-12 2024-09-30 13F TWILIO CL A 90138F102 202,010 193,971 14,341 0.0007
2024-08-14 2024-06-30 13F TWILIO CL A 90138F102 8,039 -133 -1.63 457 -8.62 0.0001
2024-05-13 2024-03-31 13F TWILIO CL A 90138F102 8,172 -459 -5.32 500 -23.70 0.0002
2024-02-09 2023-12-31 13F TWILIO CL A 90138F102 8,631 203 2.41 655 32.66 0.0003
2023-11-13 2023-09-30 13F TWILIO CL A 90138F102 8,428 -32 -0.38 493 -8.36 0.0003
2023-08-11 2023-06-30 13F TWILIO CL A 90138F102 8,460 -978 -10.36 538 -14.33 0.0003
2023-05-12 2023-03-31 13F TWILIO CL A 90138F102 9,438 2,026 27.33 629 73.48 0.0003
2023-02-10 2022-12-31 13F TWILIO CL A 90138F102 7,412 666 9.87 363 -22.48 0.0002
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 6,746 -730,186 -99.08 467 -99.24 0.0003
2022-08-11 2022-06-30 13F TWILIO CL A 90138F102 736,932 -1,333,529 -64.41 61,763 -81.90 0.0306
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 2,070,461 -912,885 -30.60 341,246 -56.56 0.1364
2022-02-11 2021-12-31 13F TWILIO CL A 90138F102 2,983,346 252,559 9.25 785,615 -9.83 0.2834
2021-11-12 2021-09-30 13F TWILIO CL A 90138F102 2,730,787 8,085 0.30 871,256 -18.82 0.3280
2021-08-13 2021-06-30 13F TWILIO CL A 90138F102 2,722,702 -279,883 -9.32 1,073,181 4.89 0.4100
2021-05-13 2021-03-31 13F TWILIO CL A 90138F102 3,002,585 33,576 1.13 1,023,160 1.81 0.4163
2021-02-10 2020-12-31 13F TWILIO CL A 90138F102 2,969,009 114,736 4.02 1,005,010 42.50 0.4253
2020-11-12 2020-09-30 13F TWILIO CL A 90138F102 2,854,273 35,784 1.27 705,263 -4.51 0.3415
2020-08-13 2020-06-30 13F TWILIO CL A 90138F102 2,818,489 466,873 19.85 738,584 250.85 0.3805
2020-05-13 2020-03-31 13F TWILIO CL A 90138F102 2,351,616 -66,827 -2.76 210,510 -11.43 0.1405
2020-03-11 2019-12-31 13F/A-1 TWILIO CL A 90138F102 2,418,443 -63,418 -2.56 237,675 -12.90 0.1249
2020-02-12 2019-12-31 13F TWILIO CL A 90138F102 2,418,443 -63,418 237,675 30,021.6065
2019-11-14 2019-09-30 13F TWILIO CL A 90138F102 2,481,861 134,459 5.73 272,871 -14.75 0.1482
2019-08-14 2019-06-30 13F TWILIO CL A 90138F102 2,347,402 -33,065 -1.39 320,079 4.10 0.1702
2019-05-15 2019-03-31 13F/A-1 TWILIO CL A 90138F102 2,380,467 -129,129 -5.15 307,478 37.22 0.1647
2019-05-14 2019-03-31 13F TWILIO CL A 90138F102 2,380,467 -129,129 307,478
2019-02-12 2018-12-31 13F TWILIO CL A 90138F102 2,509,596 1,095,812 77.51 224,072 83.70 0.1352
2018-11-13 2018-09-30 13F TWILIO CL A 90138F102 1,413,784 353,659 33.36 121,979 105.39 0.0607
2018-08-14 2018-06-30 13F TWILIO CL A 90138F102 1,060,125 -106,759 -9.15 59,388 33.30 0.0305
2018-05-10 2018-03-31 13F TWILIO CL A 90138F102 1,166,884 -483,999 -29.32 44,552 14.35 0.0226
2018-02-14 2017-12-31 13F TWILIO CL A 90138F102 1,650,883 352,970 27.20 38,961 0.56 0.0187
2017-11-13 2017-09-30 13F TWILIO CL A 90138F102 1,297,913 -34,668 -2.60 38,743 -0.13 0.0190
2017-08-10 2017-06-30 13F TWILIO CL A 90138F102 1,332,581 198,157 17.47 38,792 18.45 0.0193
2017-05-12 2017-03-31 13F TWILIO CL A 90138F102 1,134,424 1,031,624 1,003.53 32,751 1,004.21 0.0166
2017-02-14 2016-12-31 13F TWILIO CL A 90138F102 102,800 0 0.00 2,966 -55.17 0.0015
2016-11-14 2016-09-30 13F TWILIO CL A 90138F102 102,800 9,400 10.06 6,616 94.07 0.0035
2016-08-11 2016-06-30 13F TWILIO CL A 90138F102 93,400 93,400 3,409 0.0018
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.