Twilio Inc.
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionBrandywine Managers, Llc
Latest Disclosed Ownership2,357 shares
Latest Disclosed Value $ 296,558
Brandywine Managers, Llc ownership in TWLO / Twilio Inc.

On May 14, 2026 - Brandywine Managers, Llc filed a 13F-HR form disclosing ownership of 2,357 shares of Twilio Inc. (US:TWLO) valued at $296,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,357 shares of Twilio Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $532,658 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 2,357 0 0.00 297 -11.64 0.1745
2026-02-13 2025-12-31 13F TWILIO CL A 90138F102 2,357 0 0.00 335 42.55 0.1658
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 2,357 0 0.00 236 -19.80 0.2263
2025-08-14 2025-06-30 13F TWILIO CL A 90138F102 2,357 0 0.00 293 27.39 0.2913
2025-05-15 2025-03-31 13F TWILIO CL A 90138F102 2,357 0 0.00 231 -9.45 0.2769
2025-02-13 2024-12-31 13F TWILIO CL A 90138F102 2,357 2,357 255 0.2684
2024-08-14 2024-06-30 13F TWILIO CL A 90138F102 0 -9,782 -100.00 0 -100.00
2024-05-15 2024-03-31 13F TWILIO CL A 90138F102 9,782 0 0.00 598 -19.41 0.5904
2024-02-14 2023-12-31 13F TWILIO CL A 90138F102 9,782 0 0.00 742 29.72 0.8125
2023-11-14 2023-09-30 13F TWILIO CL A 90138F102 9,782 0 0.00 573 -8.04 0.9660
2023-08-14 2023-06-30 13F TWILIO CL A 90138F102 9,782 0 0.00 622 -4.45 0.4108
2023-05-15 2023-03-31 13F TWILIO CL A 90138F102 9,782 0 0.00 652 36.19 0.4633
2023-02-14 2022-12-31 13F TWILIO CL A 90138F102 9,782 0 0.00 479 -29.29 1.6734
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 9,782 0 0.00 676 -17.56 2.2236
2022-08-15 2022-06-30 13F TWILIO CL A 90138F102 9,782 0 0.00 820 -49.13 2.0094
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 9,782 0 0.00 1,612 -37.42 2.7807
2022-02-10 2021-12-31 13F TWILIO CL A 90138F102 9,782 0 0.00 2,576 -17.46 2.9189
2021-11-15 2021-09-30 13F TWILIO CL A 90138F102 9,782 0 0.00 3,121 -19.06 3.2582
2021-08-16 2021-06-30 13F TWILIO CL A 90138F102 9,782 0 0.00 3,856 15.69 4.3976
2021-05-13 2021-03-31 13F TWILIO INC - A CL A 90138F102 9,782 2,482 34.00 3,333 34.88 4.4296
2021-02-12 2020-12-31 13F TWILIO CL A 90138F102 7,300 0 0.00 2,471 36.97 3.3982
2020-11-16 2020-09-30 13F TWILIO CL A 90138F102 7,300 0 0.00 1,804 12.61 3.4227
2020-08-14 2020-06-30 13F TWILIO CL A 90138F102 7,300 0 0.00 1,602 145.33 6.5782
2020-05-15 2020-03-31 13F TWILIO CL A 90138F102 7,300 -3,980 -35.28 653 -41.12 0.2296
2020-02-13 2019-12-31 13F TWILIO CL A 90138F102 11,280 0 0.00 1,109 -10.56 0.3325
2019-11-13 2019-09-30 13F TWILIO CL A 90138F102 11,280 3,980 54.52 1,240 24.62 0.4149
2019-08-13 2019-06-30 13F TWILIO CL A 90138F102 7,300 0 0.00 995 5.51 0.3729
2019-05-14 2019-03-31 13F TWILIO CL A 90138F102 7,300 0 0.00 943 44.63 0.3779
2019-02-12 2018-12-31 13F TWILIO CL A 90138F102 7,300 0 0.00 652 3.49 0.3075
2018-11-14 2018-09-30 13F TWILIO CL A 90138F102 7,300 0 0.00 630 54.03 0.2694
2018-08-10 2018-06-30 13F TWILIO CL A 90138F102 7,300 -200 -2.67 409 43.01 0.1629
2018-05-14 2018-03-31 13F TWILIO CL A 90138F102 7,500 7,500 286 0.1572
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.