Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionPrudential Plc
Latest Disclosed Ownership19,581 shares
Latest Disclosed Value $ 2,463,681
Prudential Plc reports 21.42% decrease in ownership of TWLO / Twilio Inc.

On May 14, 2026 - Prudential Plc filed a 13F-HR form disclosing ownership of 19,581 shares of Twilio Inc. (US:TWLO) valued at $2,463,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 24,918 shares of Twilio Inc.. This represents a change in shares of -21.42% during the quarter. The current value of the position is $4,449,978 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.

Upgrade to unlock premium data and export to Excel .

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 CL A 90138F102 19,581 -5,337 -21.42 2,464 -30.50 0.0106
2026-02-11 2025-12-31 13F TWILIO CL A 90138F102 24,918 0 0.00 3,544 42.10 0.0281
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 24,918 0 0.00 2,494 -19.50 0.0183
2025-08-12 2025-06-30 13F TWILIO CL A 90138F102 24,918 -2,640 -9.58 3,099 14.83 0.0187
2025-05-13 2025-03-31 13F TWILIO CL A 90138F102 27,558 6,363 30.02 2,698 17.82 0.0135
2025-02-13 2024-12-31 13F TWILIO CL A 90138F102 21,195 7,719 57.28 2,291 160.82 0.0115
2024-11-13 2024-09-30 13F TWILIO CL A 90138F102 13,476 4,623 52.22 879 74.90 0.0044
2024-08-07 2024-06-30 13F TWILIO CL A 90138F102 8,853 -4,681 -34.59 503 -39.30 0.0034
2024-05-14 2024-03-31 13F TWILIO CL A 90138F102 13,534 5,561 69.75 828 36.92 0.0063
2024-02-14 2023-12-31 13F TWILIO CL A 90138F102 7,973 -23 -0.29 605 29.06 0.0061
2023-11-13 2023-09-30 13F TWILIO CL A 90138F102 7,996 -32,174 -80.09 468 -81.68 0.0052
2023-08-14 2023-06-30 13F TWILIO CL A 90138F102 40,170 -3,537 -8.09 2,556 -12.26 0.0299
2023-05-12 2023-03-31 13F TWILIO CL A 90138F102 43,707 -5 -0.01 2,912 36.07 0.0342
2023-02-09 2022-12-31 13F TWILIO CL A 90138F102 43,712 7,155 19.57 2,140 -15.35 0.0269
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 36,557 16,624 83.40 2,528 51.38 0.0400
2022-08-12 2022-06-30 13F TWILIO CL A 90138F102 19,933 -2,680 -11.85 1,670 -55.19 0.0302
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 22,613 8,490 60.11 3,727 0.22 0.0539
2022-02-11 2021-12-31 13F TWILIO CL A 90138F102 14,123 1,777 14.39 3,719 -5.59 0.0509
2021-11-10 2021-09-30 13F TWILIO CL A 90138F102 12,346 -30 -0.24 3,939 -19.25 0.0549
2021-08-13 2021-06-30 13F TWILIO TWILIO INC CLASS A 90138F102 12,376 -690 -5.28 4,878 9.57 0.0452
2021-05-14 2021-03-31 13F TWILIO TWILIO INC CLASS A 90138F102 13,066 3,345 34.41 4,452 35.28 0.0308
2021-02-10 2020-12-31 13F/A-1 TWILIO TWILIO INC CLASS A 90138F102 9,721 -10,364 -51.60 3,291 -33.68 0.0175
2021-02-08 2020-12-31 13F TWILIO TWILIO INC CLASS A 90138F102 9,721 -10,364 3,291 7,488.1637
2020-10-30 2020-09-30 13F TWILIO TWILIO INC CLASS A 90138F102 20,085 -14,247 -41.50 4,962 -34.13 0.0247
2020-07-31 2020-06-30 13F TWILIO TWILIO INC CLASS A 90138F102 34,332 26,202 322.29 7,533 934.75 0.0363
2020-05-01 2020-03-31 13F TWILIO TWILIO INC CLASS A 90138F102 8,130 8,130 728 0.0039
2020-02-13 2019-12-31 13F TWILIO TWILIO INC CLASS A 90138F102 0 -2,946 -100.00 0 -100.00
2019-11-12 2019-09-30 13F TWILIO TWILIO INC CLASS A 90138F102 2,946 2,946 324 0.0010
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.