Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership34,236 shares
Latest Disclosed Value $ 4,307,530
Neuberger Berman Group LLC reports 5.27% decrease in ownership of TWLO / Twilio Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 34,236 shares of Twilio Inc. (US:TWLO) valued at $4,307,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,140 shares of Twilio Inc.. This represents a change in shares of -5.27% during the quarter. The current value of the position is $7,780,473 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)
2026-05-14 2026-03-31 13F TWILIO INC A Common 90138F102 34,236 -1,904 -5.27 4,308 -16.21 0.0017
2026-02-13 2025-12-31 13F TWILIO INC A Common 90138F102 36,140 -925,049 -96.24 5,141 -94.66 0.0038
2025-11-12 2025-09-30 13F TWILIO INC A Common 90138F102 961,189 413,997 75.66 96,205 41.38 0.0703
2025-08-25 2025-06-30 13F/A-1 TWILIO INC A Common 90138F102 547,192 544,060 17,371.01 68,049 22,137.91 0.0524
2025-08-13 2025-06-30 13F TWILIO INC A Common 90138F102 547,192 544,060 68,049 0.0271
2025-05-13 2025-03-31 13F TWILIO INC A Common 90138F102 3,132 864 38.10 307 24.90 0.0003
2025-02-13 2024-12-31 13F TWILIO INC A Common 90138F102 2,268 -17,178 -88.34 245 -80.68 0.0002
2024-11-14 2024-09-30 13F TWILIO INC A Common 90138F102 19,446 357 1.87 1,268 16.97 0.0010
2024-11-14 2024-06-30 13F/A-1 TWILIO INC A Common 90138F102 19,089 289 1.54 1,084 -5.66 0.0009
2024-08-13 2024-06-30 13F TWILIO INC A Common 90138F102 19,089 289 1,084 0.0009
2024-11-14 2024-03-31 13F/A-1 TWILIO INC A Common 90138F102 18,800 -995 -5.03 1,150 -23.45 0.0010
2024-05-13 2024-03-31 13F TWILIO INC A Common 90138F102 18,800 -995 1,150 0.0010
2024-11-14 2023-12-31 13F/A-2 TWILIO INC A Common 90138F102 19,795 -119,582 -85.80 1,502 -81.60 0.0013
2024-02-09 2023-12-31 13F TWILIO INC A Common 90138F102 19,795 -119,582 1,502 0.0013
2023-11-14 2023-09-30 13F TWILIO INC A Common 90138F102 139,377 -19,105 -12.05 8,158 -19.31 0.0074
2023-08-11 2023-06-30 13F TWILIO INC A Common 90138F102 158,482 132,948 520.67 10,109 494.30 0.0090
2023-05-12 2023-03-31 13F TWILIO INC - A Common 90138F102 25,534 580 2.32 1,701 39.31 0.0016
2023-02-13 2022-12-31 13F TWILIO INC - A Common 90138F102 24,954 -522 -2.05 1,222 -30.66 0.0012
2022-11-15 2022-09-30 13F TWILIO INC A Common 90138F102 25,476 -10,034 -28.26 1,761 -40.85 0.0018
2022-08-15 2022-06-30 13F TWILIO INC A Common 90138F102 35,510 -54,002 -60.33 2,977 -79.82 0.0030
2022-05-23 2022-03-31 13F/A-1 TWILIO INC A Common 90138F102 89,512 -33,775 -27.40 14,753 -54.42 0.0125
2022-05-13 2022-03-31 13F TWILIO INC A Common 90138F102 89,512 -33,775 14,708 0.0066
2022-02-11 2021-12-31 13F TWILIO INC A Common 90138F102 123,287 -65,826 -34.81 32,366 -46.19 0.0254
2021-11-12 2021-09-30 13F TWILIO INC A Common 90138F102 189,113 18,217 10.66 60,151 -10.51 0.0526
2021-08-13 2021-06-30 13F TWILIO INC A Common 90138F102 170,896 -53,238 -23.75 67,214 -11.90 0.0587
2021-05-13 2021-03-31 13F TWILIO INC A Common 90138F102 224,134 51,640 29.94 76,290 30.72 0.0729
2021-02-10 2020-12-31 13F TWILIO INC A Common 90138F102 172,494 -1,060 -0.61 58,360 36.12 0.0605
2020-11-12 2020-09-30 13F TWILIO INC A Common 90138F102 173,554 47,065 37.21 42,873 54.50 0.0508
2020-08-13 2020-06-30 13F TWILIO INC A Common 90138F102 126,489 -21,029 -14.26 27,749 110.19 0.0345
2020-05-14 2020-03-31 13F TWILIO INC A Common 90138F102 147,518 -16,000 -9.78 13,202 -17.85 0.0201
2020-02-12 2019-12-31 13F TWILIO INC A Common 90138F102 163,518 -96,500 -37.11 16,071 -43.79 0.0188
2019-11-13 2019-09-30 13F TWILIO INC A Common 90138F102 260,018 40,800 18.61 28,592 -4.34 0.0349
2019-08-13 2019-06-30 13F TWILIO INC A Common 90138F102 219,218 -185,982 -45.90 29,890 -42.90 0.0358
2019-05-13 2019-03-31 13F TWILIO INC A Common 90138F102 405,200 255,200 170.13 52,344 290.77 0.0641
2019-02-12 2018-12-31 13F TWILIO INC A Common 90138F102 150,000 150,000 13,395 0.0187
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.