Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionAmundi
Latest Disclosed Ownership891,037 shares
Latest Disclosed Value $ 112,110,277
Amundi reports 13.24% decrease in ownership of TWLO / Twilio Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 891,037 shares of Twilio Inc. (US:TWLO) valued at $112,110,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,027,033 shares of Twilio Inc.. This represents a change in shares of -13.24% during the quarter. The current value of the position is $202,497,069 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)
2026-05-15 2026-03-31 13F TWILIO CL A 90138F102 891,037 -135,996 -13.24 112,110 -23.26 0.0129
2026-02-17 2025-12-31 13F TWILIO CL A 90138F102 1,027,033 13,810 1.36 146,085 31.43 0.0397
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 1,013,223 -143,499 -12.41 111,151 -17.53 0.0357
2025-08-13 2025-06-30 13F TWILIO CL A 90138F102 1,156,722 267,202 30.04 134,770 69.23 0.0465
2025-05-15 2025-03-31 13F TWILIO CL A 90138F102 889,520 372,468 72.04 79,639 38.69 0.0290
2025-02-07 2024-12-31 13F TWILIO CL A 90138F102 517,052 179,899 53.36 57,424 151.44 0.0200
2024-11-13 2024-09-30 13F TWILIO CL A 90138F102 337,153 3,728 1.12 22,839 21.38 0.0084
2024-08-14 2024-06-30 13F TWILIO CL A 90138F102 333,425 -9,542 -2.78 18,815 -6.09 0.0072
2024-05-15 2024-03-31 13F TWILIO CL A 90138F102 342,967 42,572 14.17 20,036 -8.44 0.0086
2024-02-14 2023-12-31 13F TWILIO CL A 90138F102 300,395 -4,480 -1.47 21,884 29.15 0.0098
2023-11-14 2023-09-30 13F TWILIO CL A 90138F102 304,875 -1,035,561 -77.26 16,945 -80.27 0.0083
2023-08-14 2023-06-30 13F TWILIO CL A 90138F102 1,340,436 33,702 2.58 85,868 10.78 0.0434
2023-05-15 2023-03-31 13F TWILIO CL A 90138F102 1,306,734 -395,811 -23.25 77,515 -11.65 0.0418
2023-02-14 2022-12-31 13F TWILIO CL A 90138F102 1,702,545 -568,962 -25.05 87,732 -49.35 0.0481
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 2,271,507 1,606,894 241.78 173,201 221.02 0.1027
2022-09-02 2022-06-30 13F/A-1 TWILIO CL A 90138F102 664,613 16,759 2.59 53,953 -45.42 0.0433
2022-08-15 2022-06-30 13F TWILIO CL A 90138F102 664,613 16,759 53,953 0.0028
2022-05-16 2022-03-31 13F TWILIO CL A 90138F102 647,854 78,129 13.71 98,849 -20.10 0.0669
2022-02-14 2021-12-31 13F TWILIO CL A 90138F102 569,725 21,728 3.96 123,721 -29.24 0.0784
2021-11-15 2021-09-30 13F TWILIO CL A 90138F102 547,997 -25,655 -4.47 174,839 77,262.39 0.1225
2021-08-16 2021-06-30 13F TWILIO CL A 90138F102 573,652 573,652 226 0.1570
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.