Vanguard Portfolio Management filed an amended Schedule 13G with the SEC on October 30, 2026, disclosing beneficial ownership of 7,559,238 shares of Twilio Inc common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported beneficial ownership of 7,559,238 shares of Twilio Inc common stock.
  • Percent of class: The reported position represents 4.92% of Twilio's outstanding common stock.
  • Sole dispositive power: Vanguard Portfolio Management holds sole power to dispose of all 7,559,238 shares.
  • Sole voting power: Sole voting power is limited to 23,165 shares, with shared voting power reported as zero.
  • Event date: The filing is triggered by the date of event September 30, 2026.
  • Filing entity: Vanguard Portfolio Management LLC, organized in Pennsylvania, filed as an investment adviser (type IA), and includes affiliates Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.

Vanguard Portfolio Management's Amended Ownership Disclosure for Twilio Inc

According to the amended Schedule 13G filing, Vanguard Portfolio Management reported an aggregate beneficial ownership of 7,559,238 shares of Twilio Inc (NYSE:TWLO) common stock, representing 4.92% of the class. The filing covers an event date of September 30, 2026, and was submitted to the SEC on October 30, 2026. The filing is designated Amendment No. 1 to a previously filed Schedule 13G.

The filing discloses that sole dispositive power covers all 7,559,238 shares, while sole voting power extends to only 23,165 shares. Shared voting power and shared dispositive power are each reported as zero. As noted in the filing, the Schedule 13G reflects securities beneficially owned by Vanguard Portfolio Management LLC and affiliated entities, specifically Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, in accordance with SEC Release No. 34-39538 (January 12, 1998). The filing also notes that it does not include securities beneficially owned by other subsidiaries or affiliates whose ownership is disaggregated from this reporting business unit under that release.

The filing states under Item 5 that this constitutes ownership of 5 percent or less of the class. Under Item 6, the filing discloses that Vanguard Portfolio Management, including registered investment companies and other managed accounts, holds the right to receive or direct receipt of dividends or sale proceeds from the reported securities, and that no single other person's interest in the securities exceeds 5%. The filing was signed by My Trieu-Gatt, Authorized Signatory and Head of Global Fund Administration, on October 30, 2026.

What Was Disclosed

Vanguard Portfolio Management filed an amended Schedule 13G reporting beneficial ownership of 7,559,238 shares of Twilio Inc common stock, equal to 4.92% of the class, as of September 30, 2026, with sole dispositive power over all reported shares and sole voting power over 23,165 shares.