Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership196,838 shares
Latest Disclosed Value $ 24,766,157
Engineers Gate Manager LP reports 131.96% increase in ownership of TWLO / Twilio Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 196,838 shares of Twilio Inc. (US:TWLO) valued at $24,766,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 84,858 shares of Twilio Inc.. This represents a change in shares of 131.96% during the quarter. The current value of the position is $44,733,404 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 196,838 111,980 131.96 24,766 105.19 0.3096
2026-02-17 2025-12-31 13F TWILIO CL A 90138F102 84,858 80,803 1,992.68 12,070 2,880.25 0.1431
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 4,055 -209,704 -98.10 406 -98.48 0.0046
2025-08-14 2025-06-30 13F TWILIO CL A 90138F102 213,759 73,170 52.05 26,583 93.12 0.3307
2025-05-15 2025-03-31 13F TWILIO CL A 90138F102 140,589 103,799 282.14 13,765 246.20 0.2320
2025-02-14 2024-12-31 13F TWILIO CL A 90138F102 36,790 -8,314 -18.43 3,976 35.19 0.0692
2024-11-14 2024-09-30 13F TWILIO CL A 90138F102 45,104 -28,185 -38.46 2,942 -29.35 0.0574
2024-08-14 2024-06-30 13F TWILIO CL A 90138F102 73,289 55,739 317.60 4,164 287.98 0.0939
2024-05-15 2024-03-31 13F TWILIO CL A 90138F102 17,550 13,386 321.47 1,073 240.63 0.0283
2024-02-14 2023-12-31 13F TWILIO CL A 90138F102 4,164 -50,050 -92.32 316 -90.07 0.0090
2023-11-14 2023-09-30 13F TWILIO CL A 90138F102 54,214 38,362 242.00 3,173 214.78 0.1173
2023-08-14 2023-06-30 13F TWILIO CL A 90138F102 15,852 -49,443 -75.72 1,009 -76.83 0.0381
2023-05-15 2023-03-31 13F TWILIO CL A 90138F102 65,295 55,716 581.65 4,351 829.49 0.1818
2023-02-14 2022-12-31 13F TWILIO CL A 90138F102 9,579 9,579 469 0.0282
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 0 -23,088 -100.00 0 -100.00
2022-08-15 2022-06-30 13F TWILIO CL A 90138F102 23,088 18,862 446.33 1,935 178.02 0.0709
2022-05-16 2022-03-31 13F TWILIO CL A 90138F102 4,226 2,220 110.67 696 31.82 0.0272
2022-02-14 2021-12-31 13F TWILIO CL A 90138F102 2,006 2,006 528 0.0237
2021-08-16 2021-06-30 13F TWILIO CL A 90138F102 0 -7,900 -100.00 0 -100.00
2021-05-17 2021-03-31 13F TWILIO CL A 90138F102 7,900 4,800 154.84 2,692 156.63 0.1334
2021-02-16 2020-12-31 13F TWILIO CL A 90138F102 3,100 1,815 141.25 1,049 229.87 0.0455
2020-11-16 2020-09-30 13F TWILIO CL A 90138F102 1,285 -17,827 -93.28 318 -92.42 0.0149
2020-08-17 2020-06-30 13F TWILIO CL A 90138F102 19,112 19,112 4,194 0.2134
2020-05-15 2020-03-31 13F TWILIO CL A 90138F102 0 -17,005 -100.00 0 -100.00
2020-02-14 2019-12-31 13F TWILIO CL A 90138F102 17,005 17,005 1,671 0.0735
2019-08-14 2019-06-30 13F TWILIO CL A 90138F102 0 -13,200 -100.00 0 -100.00
2019-05-15 2019-03-31 13F TWILIO CL A 90138F102 13,200 13,200 1,705 0.1032
2019-02-14 2018-12-31 13F TWILIO CL A 90138F102 0 -32,029 -100.00 0 -100.00
2018-11-01 2018-09-30 13F TWILIO CL A 90138F102 32,029 -75,422 -70.19 2,763 -54.10 0.2123
2018-08-03 2018-06-30 13F TWILIO CL A 90138F102 107,451 31,370 41.23 6,019 107.19 0.4691
2018-05-07 2018-03-31 13F TWILIO CL A 90138F102 76,081 60,588 391.07 2,905 693.72 0.1936
2018-02-01 2017-12-31 13F TWILIO CL A 90138F102 15,493 -16,682 -51.85 366 -61.87 0.0251
2017-11-13 2017-09-30 13F TWILIO CL A 90138F102 32,175 32,175 960 0.0808
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.