Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership7,735 shares
Latest Disclosed Value $ 973,244
Meridian Wealth Management, LLC reports 0.93% decrease in ownership of TWLO / Twilio Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,735 shares of Twilio Inc. (US:TWLO) valued at $973,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,808 shares of Twilio Inc.. This represents a change in shares of -0.93% during the quarter. The current value of the position is $1,748,033 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 CL A 90138F102 7,735 -73 -0.93 973 -12.34 0.0336
2026-02-04 2025-12-31 13F TWILIO CL A 90138F102 7,808 -862 -9.94 1,111 28.03 0.0391
2025-11-04 2025-09-30 13F TWILIO CL A 90138F102 8,670 2,203 34.07 868 7.84 0.0333
2025-08-08 2025-06-30 13F TWILIO CL A 90138F102 6,467 980 17.86 804 49.72 0.0343
2025-05-12 2025-03-31 13F TWILIO CL A 90138F102 5,487 0 0.00 537 -9.44 0.0260
2025-02-06 2024-12-31 13F TWILIO CL A 90138F102 5,487 -9,098 -62.38 593 -37.64 0.0281
2024-11-12 2024-09-30 13F TWILIO CL A 90138F102 14,585 1,538 11.79 951 28.34 0.0468
2024-08-08 2024-06-30 13F TWILIO CL A 90138F102 13,047 13,047 741 0.0886
2024-04-25 2024-03-31 13F TWILIO CL A 90138F102 0 -11,618 -100.00 0 -100.00
2024-02-08 2023-12-31 13F TWILIO CL A 90138F102 11,618 -3,870 -24.99 881 -2.76 0.0563
2023-10-17 2023-09-30 13F TWILIO CL A 90138F102 15,488 4,848 45.56 907 34.02 0.0555
2023-08-02 2023-06-30 13F TWILIO CL A 90138F102 10,640 5,140 93.45 677 84.70 0.0571
2023-05-15 2023-03-31 13F TWILIO CL A 90138F102 5,500 5,500 366 0.0320
2020-01-09 2019-12-31 13F TWILIO CL A 90138F102 0 -1,903 -100.00 0 -100.00
2019-11-08 2019-09-30 13F TWILIO CL A 90138F102 1,903 802 72.84 209 -86.08 0.0984
2019-07-19 2019-06-30 13F TWILIO CL A 90138F102 1,101 -267 -19.52 1,501 -15.05 0.0607
2019-05-15 2019-03-31 13F TWILIO CL A 90138F102 1,368 1,368 1,767 0.0735
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.