Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership82,222 shares
Latest Disclosed Value $ 11,694,833
Sei Investments Co reports 14.14% increase in ownership of TWLO / Twilio Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 82,222 shares of Twilio Inc. (US:TWLO) valued at $11,695,257 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 72,038 shares of Twilio Inc.. This represents a change in shares of 14.14% during the quarter. The current value of the position is $18,587,516 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)
2026-02-13 2025-12-31 13F TWILIO CL A 90138F102 82,222 10,184 14.14 11,695 62.21 0.0115
2025-11-13 2025-09-30 13F TWILIO CL A 90138F102 72,038 -18,090 -20.07 7,209 -35.67 0.0078
2025-08-14 2025-06-30 13F TWILIO CL A 90138F102 90,128 49,717 123.03 11,208 183.29 0.0130
2025-05-14 2025-03-31 13F/A-1 TWILIO CL A 90138F102 40,411 -18,935 -31.91 3,957 -38.31 0.0051
2025-05-13 2025-03-31 13F TWILIO CL A 90138F102 58,101 -1,245 6,245 0.0068
2025-02-11 2024-12-31 13F TWILIO CL A 90138F102 59,346 42,902 260.90 6,414 498.23 0.0082
2024-11-12 2024-09-30 13F TWILIO CL A 90138F102 16,444 -2,327 -12.40 1,073 0.56 0.0014
2024-08-13 2024-06-30 13F TWILIO CL A 90138F102 18,771 929 5.21 1,066 -2.29 0.0015
2024-05-07 2024-03-31 13F TWILIO CL A 90138F102 17,842 378 2.16 1,091 -17.66 0.0016
2024-02-14 2023-12-31 13F TWILIO CL A 90138F102 17,464 1,800 11.49 1,325 44.65 0.0021
2023-11-14 2023-09-30 13F TWILIO CL A 90138F102 15,664 2,306 17.26 917 7.89 0.0016
2023-08-11 2023-06-30 13F TWILIO CL A 90138F102 13,358 -2,892 -17.80 850 -21.53 0.0015
2023-05-12 2023-03-31 13F TWILIO CL A 90138F102 16,250 9,916 156.55 1,083 249.03 0.0020
2023-02-10 2022-12-31 13F TWILIO CL A 90138F102 6,334 -48,208 -88.39 310 -91.78 0.0007
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 54,542 -19,981 -26.81 3,772 -39.11 0.0084
2022-08-15 2022-06-30 13F TWILIO CL A 90138F102 74,523 -25,432 -25.44 6,195 -62.01 0.0134
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 99,955 17,626 21.41 16,305 -25.20 0.0328
2022-02-14 2021-12-31 13F TWILIO CL A 90138F102 82,329 -12,307 -13.00 21,798 -28.41 0.0409
2021-11-12 2021-09-30 13F TWILIO CL A 90138F102 94,636 -2,384 -2.46 30,449 -20.21 0.0639
2021-08-06 2021-06-30 13F TWILIO CL A 90138F102 97,020 -6,112 -5.93 38,163 8.60 0.0846
2021-05-12 2021-03-31 13F TWILIO CL A 90138F102 103,132 -76,159 -42.48 35,142 -42.11 0.0885
2021-02-08 2020-12-31 13F TWILIO CL A 90138F102 179,291 102,500 133.48 60,700 220.89 0.1569
2020-12-04 2020-09-30 13F/A-1 TWILIO CL A 90138F102 76,791 -4,493 -5.53 18,916 6.04 0.0548
2020-11-06 2020-09-30 13F TWILIO CL A 90138F102 76,798 -4,486 18,918 45,550.3378
2020-08-17 2020-06-30 13F/A-1 TWILIO CL A 90138F102 81,284 14,184 21.14 17,838 197.05 0.0554
2020-08-11 2020-06-30 13F TWILIO CL A 90138F102 42,454 -24,646 4,637 12,578.1093
2020-05-14 2020-03-31 13F TWILIO CL A 90138F102 67,100 28,461 73.66 6,005 58.15 0.0221
2020-02-06 2019-12-31 13F TWILIO CL A 90138F102 38,639 15,575 67.53 3,797 49.72 0.0113
2019-11-12 2019-09-30 13F TWILIO CL A 90138F102 23,064 -1,922 -7.69 2,536 -25.57 0.0065
2019-08-14 2019-06-30 13F TWILIO CL A 90138F102 24,986 16,588 197.52 3,407 214.01 0.0111
2019-05-15 2019-03-31 13F TWILIO CL A 90138F102 8,398 -21,310 -71.73 1,085 -58.01 0.0036
2019-02-13 2018-12-31 13F TWILIO CL A 90138F102 29,708 6,898 30.24 2,584 31.30 0.0092
2018-11-08 2018-09-30 13F TWILIO CL A 90138F102 22,810 -6,778 -22.91 1,968 18.70 0.0071
2018-08-03 2018-06-30 13F TWILIO CL A 90138F102 29,588 29,588 1,658 0.0056
2018-05-11 2018-03-31 13F TWILIO CL A 90138F102 0 -350 -100.00 0 -100.00
2018-02-08 2017-12-31 13F TWILIO CL A 90138F102 350 350 8 0.0000
2017-11-06 2017-09-30 13F TWILIO CL A 90138F102 0 -38,877 -100.00 0 -100.00
2017-07-31 2017-06-30 13F TWILIO CL A 90138F102 38,877 38,849 138,746.43 1,132 113,100.00 0.0045
2017-05-05 2017-03-31 13F TWILIO CL A 90138F102 28 10 55.56 1 0.00 0.0000
2017-02-02 2016-12-31 13F TWILIO CL A 90138F102 18 18 1 0.0000
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.