Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionCentaurus Financial, Inc.
Latest Disclosed Ownership13,576 shares
Latest Disclosed Value $ 1,708
Centaurus Financial, Inc. ownership in TWLO / Twilio Inc.

On May 18, 2026 - Centaurus Financial, Inc. filed a 13F-HR form disclosing ownership of 13,576 shares of Twilio Inc. (US:TWLO) valued at $1,708,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,576 shares of Twilio Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $3,085,282 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)
2026-05-18 2026-03-31 13F TWILIO CL A 90138F102 13,576 0 0.00 2 0.00 0.0812
2026-02-13 2025-12-31 13F TWILIO CL A 90138F102 13,576 -11 -0.08 2 0.00 0.0883
2025-11-20 2025-09-30 13F TWILIO CL A 90138F102 13,587 94 0.70 1 0.00 0.0638
2025-08-29 2025-06-30 13F TWILIO CL A 90138F102 13,493 357 2.72 2 0.00 0.0980
2025-05-15 2025-03-31 13F TWILIO CL A 90138F102 13,136 -182 -1.37 1 0.00 0.0778
2025-03-12 2024-12-31 13F TWILIO CL A 90138F102 13,318 0 0.00 1 0.0878
2024-11-12 2024-09-30 13F TWILIO CL A 90138F102 13,318 -10 -0.08 1 0.0553
2024-09-23 2024-06-30 13F TWILIO CL A 90138F102 13,328 -33 -0.25 1 0.0504
2024-05-14 2024-03-31 13F TWILIO CL A 90138F102 13,361 -11 -0.08 1 -100.00 0.0572
2024-02-26 2023-12-31 13F TWILIO CL A 90138F102 13,372 -100 -0.74 1 0.0771
2023-11-13 2023-09-30 13F TWILIO CL A 90138F102 13,472 0 0.00 1 0.0686
2023-08-15 2023-06-30 13F TWILIO CL A 90138F102 13,472 -626 -4.44 1 0.0750
2023-05-18 2023-03-31 13F TWILIO CL A 90138F102 14,098 -283 -1.97 1 0.0752
2023-02-13 2022-12-31 13F TWILIO CL A 90138F102 14,381 -1,640 -10.24 1 -100.00 0.0662
2022-12-05 2022-09-30 13F TWILIO CL A 90138F102 16,021 -38 -0.24 1,108 -17.68 0.1080
2022-08-02 2022-06-30 13F TWILIO CL A 90138F102 16,059 160 1.01 1,346 -48.63 0.1328
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 15,899 43 0.27 2,620 -37.26 0.2067
2022-02-01 2021-12-31 13F TWILIO CL A 90138F102 15,856 1,055 7.13 4,176 -11.56 0.3159
2021-11-12 2021-09-30 13F TWILIO CL A 90138F102 14,801 110 0.75 4,722 -18.46 0.3958
2021-08-10 2021-06-30 13F TWILIO CL A 90138F102 14,691 129 0.89 5,791 16.71 0.4875
2021-04-30 2021-03-31 13F TWILIO CL A 90138F102 14,562 -643 -4.23 4,962 -3.59 0.4894
2021-01-25 2020-12-31 13F TWILIO CL A 90138F102 15,205 -2,333 -13.30 5,147 18.79 0.5418
2020-11-12 2020-09-30 13F TWILIO CL A 90138F102 17,538 202 1.17 4,333 13.91 0.5998
2020-08-13 2020-06-30 13F TWILIO CL A 90138F102 17,336 -3,966 -18.62 3,804 99.58 0.5622
2020-04-21 2020-03-31 13F TWILIO CL A 90138F102 21,302 -7,248 -25.39 1,906 -32.07 0.3809
2020-02-12 2019-12-31 13F TWILIO CL A 90138F102 28,550 6,003 26.62 2,806 13.19 0.3929
2019-11-09 2019-09-30 13F TWILIO CL A 90138F102 22,547 -2,294 -9.23 2,479 -26.81 0.3881
2019-08-15 2019-06-30 13F TWILIO CL A 90138F102 24,841 21,632 674.10 3,387 14,012.50 0.5334
2019-07-01 2019-03-31 13F/A-1 TWILIO CL A 90138F102 3,209 1,012 46.06 25 -4.00 0.1461
2019-05-13 2019-03-31 13F TWILIO CL A 90138F102 24,841 22,644 3,209
2019-02-12 2018-12-31 13F TWILIO CL A 90138F102 2,197 -22,803 -91.21 25 -98.82 0.1795
2018-11-02 2018-09-30 13F TWILIO CL A 90138F102 25,000 24,464 4,564.18 2,123 6,976.67 0.3835
2018-08-14 2018-06-30 13F TWILIO CL A 90138F102 536 536 30 0.0041
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.