Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership30,549 shares
Latest Disclosed Value $ 3,843,675
Td Asset Management Inc reports 5.52% increase in ownership of TWLO / Twilio Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 30,549 shares of Twilio Inc. (US:TWLO) valued at $3,843,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 28,952 shares of Twilio Inc.. This represents a change in shares of 5.52% during the quarter. The current value of the position is $6,903,769 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)
2026-05-11 2026-03-31 13F TWILIO CL A 90138F102 30,549 1,597 5.52 3,844 -6.68 0.0017
2026-02-10 2025-12-31 13F TWILIO CL A 90138F102 28,952 882 3.14 4,118 46.60 0.0033
2025-11-10 2025-09-30 13F TWILIO CL A 90138F102 28,070 12,363 78.71 2,810 43.83 0.0023
2025-07-28 2025-06-30 13F TWILIO CL A 90138F102 15,707 -13,780 -46.73 1,953 -32.35 0.0017
2025-05-07 2025-03-31 13F TWILIO CL A 90138F102 29,487 230 0.79 2,887 -8.70 0.0027
2025-02-11 2024-12-31 13F TWILIO CL A 90138F102 29,257 14,300 95.61 3,162 226.99 0.0028
2024-11-01 2024-09-30 13F TWILIO CL A 90138F102 14,957 -700 -4.47 967 8.77 0.0009
2024-08-02 2024-06-30 13F TWILIO CL A 90138F102 15,657 -27,516 -63.73 889 -66.33 0.0008
2024-05-08 2024-03-31 13F TWILIO CL A 90138F102 43,173 1,550 3.72 2,640 -16.38 0.0025
2024-02-12 2023-12-31 13F TWILIO CL A 90138F102 41,623 4,552 12.28 3,158 45.55 0.0031
2023-10-27 2023-09-30 13F TWILIO CL A 90138F102 37,071 893 2.47 2,170 -5.74 0.0026
2023-08-09 2023-06-30 13F TWILIO CL A 90138F102 36,178 821 2.32 2,302 -2.29 0.0026
2023-05-10 2023-03-31 13F TWILIO CL A 90138F102 35,357 -781 -2.16 2,356 33.13 0.0028
2023-02-07 2022-12-31 13F TWILIO CL A 90138F102 36,138 364 1.02 1,769 -29.94 0.0022
2022-11-07 2022-09-30 13F TWILIO CL A 90138F102 35,774 -92,902 -72.20 2,525 -76.59 0.0032
2022-08-04 2022-06-30 13F TWILIO CL A 90138F102 128,676 -253,267 -66.31 10,784 -82.87 0.0125
2022-05-10 2022-03-31 13F TWILIO CL A 90138F102 381,943 -244,611 -39.04 62,948 -61.85 0.0372
2022-02-10 2021-12-31 13F TWILIO CL A 90138F102 626,554 388,708 163.43 164,997 117.43 0.1382
2021-11-09 2021-09-30 13F TWILIO CL A 90138F102 237,846 16,377 7.39 75,885 -8.28 0.0788
2021-08-11 2021-06-30 13F TWILIO CL A 90138F102 221,469 15,880 7.72 82,739 18.10 0.0840
2021-05-14 2021-03-31 13F TWILIO CL A 90138F102 205,589 71,940 53.83 70,057 54.86 0.0783
2021-02-16 2020-12-31 13F TWILIO CL A 90138F102 133,649 60,485 82.67 45,240 150.25 0.0549
2020-11-10 2020-09-30 13F TWILIO CL A 90138F102 73,164 4,777 6.99 18,078 20.48 0.0251
2020-08-13 2020-06-30 13F TWILIO CL A 90138F102 68,387 18,791 37.89 15,005 238.10 0.0213
2020-05-15 2020-03-31 13F TWILIO CL A 90138F102 49,596 -91,589 -64.87 4,438 -68.02 0.0075
2020-02-11 2019-12-31 13F TWILIO CL A 90138F102 141,185 52,767 59.68 13,876 42.73 0.0201
2019-11-07 2019-09-30 13F TWILIO CL A 90138F102 88,418 33,237 60.23 9,722 29.21 0.0149
2019-08-01 2019-06-30 13F TWILIO CL A 90138F102 55,181 55,181 7,524 0.0113
2018-02-02 2017-12-31 13F TWILIO CL A 90138F102 0 -19,300 -100.00 0 -100.00
2017-11-09 2017-09-30 13F TWILIO CL A 90138F102 19,300 -91,700 -82.61 576 -82.17 0.0009
2017-08-01 2017-06-30 13F TWILIO CL A 90138F102 111,000 -67,800 -37.92 3,231 -37.41 0.0051
2017-05-05 2017-03-31 13F TWILIO CL A 90138F102 178,800 178,800 5,162 0.0082
2016-11-02 2016-09-30 13F TWILIO CL A 90138F102 0 -20,200 -100.00 0 -100.00
2016-08-04 2016-06-30 13F TWILIO CL A 90138F102 20,200 20,200 737 0.0013
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.