Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership5,138 shares
Latest Disclosed Value $ 646,465
Savant Capital, LLC reports 13.40% increase in ownership of TWLO / Twilio Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 5,138 shares of Twilio Inc. (US:TWLO) valued at $646,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,531 shares of Twilio Inc.. This represents a change in shares of 13.40% during the quarter. The current value of the position is $1,161,137 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)
2026-05-04 2026-03-31 13F TWILIO CL A 90138F102 5,138 607 13.40 646 0.31 0.0031
2026-02-10 2025-12-31 13F TWILIO CL A 90138F102 4,531 1,073 31.03 645 86.13 0.0037
2026-03-04 2025-09-30 13F/A-1 TWILIO CL A 90138F102 3,458 658 23.50 346 -0.57 0.0021
2025-11-05 2025-09-30 13F TWILIO CL A 90138F102 19,630 -9,794 1,965 0.0104
2026-03-04 2025-06-30 13F/A-1 TWILIO CL A 90138F102 2,800 507 22.11 348 55.36 0.0025
2025-08-06 2025-06-30 13F TWILIO CL A 90138F102 29,424 504 3,659 0.0227
2026-03-04 2025-03-31 13F/A-1 TWILIO CL A 90138F102 2,293 -25,414 -91.72 225 -92.52 0.0019
2025-05-08 2025-03-31 13F TWILIO CL A 90138F102 28,920 1,213 2,832 0.0205
2025-01-29 2024-12-31 13F TWILIO CL A 90138F102 27,707 606 2.24 2,995 69.44 0.0235
2024-11-04 2024-09-30 13F TWILIO CL A 90138F102 27,101 3,944 17.03 1,768 34.37 0.0147
2024-08-05 2024-06-30 13F TWILIO CL A 90138F102 23,157 23,157 1,316 0.0132
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.