特威利奧公司
US ˙ NYSE ˙ US90138F1021

SecurityTWLO / Twilio Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,234,212 shares
Ownership 1.30%
Morgan Stanley ownership in TWLO / Twilio Inc.

2022-04-07 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,234,212 shares of Twilio Inc. (US:TWLO). This represents 1.3 percent ownership of the company. In their previous filing dated 2022-02-10 , Morgan Stanley had reported owning 9,495,787 shares, indicating a decrease of -76.47 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2022-04-07 2022-04-07 13G/A 9,495,787 2,234,212 -76.47 1.30 -76.79
2022-02-10 2022-02-10 13G/A 8,531,934 9,495,787 11.30 5.60 -8.20
2021-02-12 2021-02-12 13G/A 8,119,827 8,531,934 5.08 6.10 -6.15
2020-02-13 2020-02-13 13G 1,015,716 8,119,827 699.42 6.50 124.14
2017-02-14 2017-02-14 13G/A 610,226 1,015,716 66.45 2.90 -44.23
2016-10-21 2016-10-21 13G 610,226 5.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F TWILIO CL A 90138F102 1,865,101 -311,740 -14.32 234,667 -24.21 0.0141
2026-05-27 2025-12-31 13F/A-1 TWILIO CL A 90138F102 2,176,841 -523,247 -19.38 309,634 14.57 0.0185
2026-02-13 2025-12-31 13F TWILIO CL A 90138F102 2,176,841 -523,247 309,634 0.0185
2026-05-27 2025-09-30 13F/A-1 TWILIO CL A 90138F102 2,700,088 720,001 36.36 270,252 9.75 0.0164
2025-11-14 2025-09-30 13F TWILIO CL A 90138F102 2,700,088 720,001 270,252 0.0164
2025-08-15 2025-06-30 13F TWILIO CL A 90138F102 1,980,087 -118,944 -5.67 246,244 19.82 0.0160
2025-05-15 2025-03-31 13F TWILIO CL A 90138F102 2,099,031 -661,755 -23.97 205,516 -31.12 0.0147
2025-05-15 2024-12-31 13F/A-1 TWILIO CL A 90138F102 2,760,786 855,567 44.91 298,386 140.13 0.0209
2025-02-14 2024-12-31 13F TWILIO CL A 90138F102 2,760,786 855,567 298,386 0.0209
2025-05-14 2024-09-30 13F/A-2 TWILIO CL A 90138F102 1,905,219 202,071 11.86 124,258 28.43 0.0090
2025-02-14 2024-09-30 13F/A-1 TWILIO CL A 90138F102 1,905,219 202,071 124,258 0.0090
2024-11-14 2024-09-30 13F TWILIO CL A 90138F102 1,905,219 202,071 124,258 0.0090
2025-05-14 2024-06-30 13F/A-2 TWILIO CL A 90138F102 1,703,148 -126,649 -6.92 96,756 -13.53 0.0075
2024-10-17 2024-06-30 13F/A-1 TWILIO CL A 90138F102 1,703,148 -126,649 96,756 0.0075
2024-08-14 2024-06-30 13F TWILIO CL A 90138F102 1,703,148 -126,649 96,756 0.0075
2024-10-17 2024-03-31 13F/A-2 TWILIO CL A 90138F102 1,829,797 -39,804 -2.13 111,892 -21.12 0.0090
2024-08-16 2024-03-31 13F/A-1 TWILIO CL A 90138F102 1,829,797 -39,804 111,892 0.0011
2024-05-15 2024-03-31 13F TWILIO CL A 90138F102 1,829,797 -39,804 111,892 0.0090
2024-08-16 2023-12-31 13F/A-1 TWILIO CL A 90138F102 1,869,601 -147,516 -7.31 141,847 20.15 0.0125
2024-02-13 2023-12-31 13F TWILIO CL A 90138F102 1,869,601 -147,516 141,847 0.0125
2023-11-15 2023-09-30 13F TWILIO CL A 90138F102 2,017,117 -132,414 -6.16 118,062 -13.67 0.0120
2023-08-14 2023-06-30 13F TWILIO CL A 90138F102 2,149,531 140,087 6.97 136,753 2.14 0.0135
2023-05-15 2023-03-31 13F TWILIO CL A 90138F102 2,009,444 256,160 14.61 133,889 55.98 0.0144
2023-02-14 2022-12-31 13F TWILIO CL A 90138F102 1,753,284 -515,369 -22.72 85,841 -45.27 0.0097
2022-11-14 2022-09-30 13F TWILIO CL A 90138F102 2,268,653 54,712 2.47 156,856 -15.46 0.0214
2022-10-27 2022-06-30 13F/A-1 TWILIO CL A 90138F102 2,213,941 44,213 2.04 185,550 -48.11 0.0241
2022-08-15 2022-06-30 13F TWILIO CL A 90138F102 2,213,941 44,213 185,550 0.0241
2022-10-27 2022-03-31 13F/A-1 TWILIO CL A 90138F102 2,169,728 -7,389,137 -77.30 357,591 -85.79 0.0482
2022-05-13 2022-03-31 13F TWILIO CL A 90138F102 2,169,728 -7,389,137 357,591 0.0482
2022-02-14 2021-12-31 13F TWILIO CL A 90138F102 9,558,865 -177,181 -1.82 2,517,231 -18.96 0.3108
2021-11-15 2021-09-30 13F TWILIO CL A 90138F102 9,736,046 -1,242,371 -11.32 3,106,286 -28.22 0.4184
2021-08-23 2021-06-30 13F/A-1 TWILIO CL A 90138F102 10,978,417 152,151 1.41 4,327,253 17.30 0.5708
2021-08-16 2021-06-30 13F TWILIO CL A 90138F102 10,978,417 152,151 4,327,253 0.1186
2021-05-17 2021-03-31 13F TWILIO CL A 90138F102 10,826,266 1,566,136 16.91 3,689,158 17.69 0.5419
2021-02-16 2020-12-31 13F TWILIO CL A 90138F102 9,260,130 -2,401,684 -20.59 3,134,552 8.78 0.4841
2020-11-13 2020-09-30 13F TWILIO CL A 90138F102 11,661,814 495,130 4.43 2,881,518 17.60 0.5573
2020-08-14 2020-06-30 13F TWILIO CL A 90138F102 11,166,684 -114,940 -1.02 2,450,194 142.69 0.5423
2020-05-26 2020-03-31 13F/A-1 TWILIO CL A 90138F102 11,281,624 2,454,614 27.81 1,009,592 16.38 0.2744
2020-05-15 2020-03-31 13F TWILIO CL A 90138F102 11,281,624 2,454,614 1,009,592 77,557.7120
2020-02-14 2019-12-31 13F TWILIO CL A 90138F102 8,827,010 470,700 5.63 867,519 -5.59 0.2017
2019-11-14 2019-09-30 13F TWILIO CL A 90138F102 8,356,310 88,176 1.07 918,860 -18.49 0.2432
2019-08-14 2019-06-30 13F TWILIO CL A 90138F102 8,268,134 1,736,102 26.58 1,127,360 33.60 0.3000
2019-05-15 2019-03-31 13F TWILIO CL A 90138F102 6,532,032 2,492,589 61.71 843,807 133.92 0.2389
2019-02-14 2018-12-31 13F TWILIO CL A 90138F102 4,039,443 3,035,584 302.39 360,723 316.48 0.1079
2019-04-23 2018-09-30 13F/A-2 TWILIO CL A 90138F102 1,003,859 56,255 5.94 86,613 63.17 0.0217
2018-11-20 2018-09-30 13F/A-1 TWILIO CL A 90138F102 1,003,859 0 86,613 0.0217
2018-11-14 2018-09-30 13F TWILIO CL A 90138F102 1,003,859 56,255 86,613
2019-04-23 2018-06-30 13F/A-1 TWILIO CL A 90138F102 947,604 47,775 5.31 53,083 54.51 0.0143
2018-08-14 2018-06-30 13F TWILIO CL A 90138F102 947,604 47,775 53,083
2019-04-23 2018-03-31 13F/A-1 TWILIO CL A 90138F102 899,829 163,225 22.16 34,355 97.64 0.0095
2018-05-14 2018-03-31 13F TWILIO CL A 90138F102 899,829 163,225 34,355
2019-04-23 2017-12-31 13F/A-1 TWILIO CL A 90138F102 736,604 54,296 7.96 17,383 -14.65 0.0048
2018-02-14 2017-12-31 13F TWILIO CL A 90138F102 736,604 54,296 17,383
2017-11-14 2017-09-30 13F TWILIO CL A 90138F102 682,308 297,703 77.40 20,367 81.91 0.0061
2017-08-11 2017-06-30 13F TWILIO CL A 90138F102 384,605 -2,178 -0.56 11,196 0.27 0.0034
2017-05-22 2017-03-31 13F/A-1 TWILIO CL A 90138F102 386,783 -1,426,581 -78.67 11,166 -78.66 0.0034
2017-05-12 2017-03-31 13F TWILIO CL A 90138F102 386,783 11,166
2017-02-22 2016-12-31 13F/A-1 TWILIO CL A 90138F102 1,813,364 1,602,311 759.20 52,316 285.13 0.0171
2017-02-13 2016-12-31 13F TWILIO CL A 90138F102 1,813,364 52,316
2016-11-10 2016-09-30 13F TWILIO CL A 90138F102 211,053 201,493 2,107.67 13,584 3,792.26 0.0046
2016-08-12 2016-06-30 13F TWILIO CL A 90138F102 9,560 9,560 349 0.0001
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.