Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionNatixis
Latest Disclosed Ownership148,765 shares
Latest Disclosed Value $ 18,717,612
Natixis reports 2,492.18% increase in ownership of TWLO / Twilio Inc.

On May 14, 2026 - Natixis filed a 13F-HR form disclosing ownership of 148,765 shares of Twilio Inc. (US:TWLO) valued at $18,717,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,739 shares of Twilio Inc.. This represents a change in shares of 2,492.18% during the quarter. The current value of the position is $33,808,334 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)
2026-05-14 2026-03-31 13F TWILIO CL A 90138F102 148,765 143,026 2,492.18 18,718 2,193.75 0.0606
2026-02-13 2025-12-31 13F TWILIO CL A 90138F102 5,739 5,739 816 0.0029
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 0 -2,644 -100.00 0 -100.00
2025-08-13 2025-06-30 13F TWILIO CL A 90138F102 2,644 1,064 67.34 329 115.79 0.0015
2025-07-18 2025-03-31 13F/A-1 TWILIO CL A 90138F102 1,580 -474 -23.08 153 -31.22 0.0008
2025-05-14 2025-03-31 13F TWILIO CL A 90138F102 1,580 -474 153 0.0008
2025-02-13 2024-12-31 13F TWILIO CL A 90138F102 2,054 2,054 222 0.0014
2024-11-13 2024-09-30 13F TWILIO CL A 90138F102 0 -49,352 -100.00 0 -100.00
2024-08-13 2024-06-30 13F TWILIO CL A 90138F102 49,352 8,807 21.72 2,804 13.07 0.0160
2024-05-13 2024-03-31 13F TWILIO CL A 90138F102 40,545 -44,827 -52.51 2,479 -61.73 0.0129
2024-02-13 2023-12-31 13F TWILIO CL A 90138F102 85,372 85,372 6,477 0.0470
2023-05-12 2023-03-31 13F TWILIO COM 90138F102 0 -230,025 -100.00 0 -100.00
2023-02-24 2022-12-31 13F/A-1 TWILIO COM 90138F102 230,025 -8,206 -3.44 11,262 -31.82 0.0632
2023-02-13 2022-12-31 13F Twilio CL A 90138F102 164,618 -73,613 8,036 0.0000
2022-11-14 2022-09-30 13F Twilio CL A 90138F102 238,231 218,688 1,119.01 16,517 901.03 0.0773
2022-08-12 2022-06-30 13F Twilio CL A 90138F102 19,543 -115,611 -85.54 1,650 -92.59 0.0060
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 135,154 55,193 69.02 22,275 5.78 0.0776
2022-02-14 2021-12-31 13F TWILIO CL A 90138F102 79,961 7,242 9.96 21,057 -9.24 0.0719
2021-11-12 2021-09-30 13F TWILIO CL A 90138F102 72,719 72,719 23,201 0.0802
2021-08-13 2021-06-30 13F TWILIO CL 90138F102 0 -18,748 -100.00 0 -100.00
2021-05-14 2021-03-31 13F TWILIO CL 90138F102 18,748 -53,654 -74.11 6,389 -73.93 0.0209
2021-02-12 2020-12-31 13F TWILIO CL A 90138F102 72,402 -101,075 -58.26 24,507 -42.83 0.0890
2020-11-12 2020-09-30 13F TWILIO CL A 90138F102 173,477 13,202 8.24 42,865 21.89 0.3156
2020-08-13 2020-06-30 13F TWILIO CL A 90138F102 160,275 160,275 35,168 0.2731
2020-02-14 2019-12-31 13F TWILIO CL A 90138F102 0 -12,863 -100.00 0 -100.00
2019-11-13 2019-09-30 13F TWILIO CL A 90138F102 12,863 12,863 1,414 0.0091
2019-05-15 2019-03-31 13F TWILIO CL A 90138F102 0 -6,653 -100.00 0 -100.00
2019-02-14 2018-12-31 13F/A-1 TWILIO CL A 90138F102 6,653 -313,793 -97.92 594 -97.85 0.0049
2019-02-14 2018-12-31 13F TWILIO CL A 90138F102 6,653 -313,793 594
2018-11-14 2018-09-30 13F TWILIO CL A 90138F102 320,446 320,446 27,648 0.1599
2018-02-14 2017-12-31 13F TWILIO CL A 90138F102 0 -7,740 -100.00 0 -100.00
2017-11-14 2017-09-30 13F TWILIO CL A 90138F102 7,740 7,740 231 0.0021
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.