Twilio Inc
TWLO- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001447669
近 90 天，Twilio Inc 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 970 家機構在 13F 申報持有，市值合計 $284.8 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Twilio Inc 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 941
- 較 2021 年第 1 季 +17 家
- 持有股數
- 1.39 億
- 較 2021 年第 1 季 +376.9 萬 (+2.8%)
- 總市值
- $549.0 億
- 較 2021 年第 1 季 +$87.2 億 (+18.9%)
- 新進機構
- 121
- 另有 392 家加碼
- 清倉機構
- 104
- 另有 267 家減碼
另有 8 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TWLO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 970 | $284.8 億 |
| 2026 年第 1 季 | 820 | $170.8 億 |
| 2025 年第 4 季 | 871 | $194.7 億 |
| 2025 年第 3 季 | 777 | $140.7 億 |
| 2025 年第 2 季 | 823 | $163.1 億 |
| 2025 年第 1 季 | 775 | $118.3 億 |
| 2024 年第 4 季 | 748 | $128.8 億 |
| 2024 年第 3 季 | 609 | $77.2 億 |
| 2024 年第 2 季 | 605 | $73.2 億 |
| 2024 年第 1 季 | 626 | $83.7 億 |
| 2023 年第 4 季 | 660 | $110.5 億 |
| 2023 年第 3 季 | 606 | $83.5 億 |
| 2023 年第 2 季 | 620 | $94.6 億 |
| 2023 年第 1 季 | 660 | $97.1 億 |
| 2022 年第 4 季 | 613 | $71.4 億 |
| 2022 年第 3 季 | 689 | $102.7 億 |
| 2022 年第 2 季 | 762 | $123.8 億 |
| 2022 年第 1 季 | 872 | $235.1 億 |
| 2021 年第 4 季 | 951 | $378.0 億 |
| 2021 年第 3 季 | 918 | $452.3 億 |
| 2021 年第 2 季 | 941 | $549.0 億 |
| 2021 年第 1 季 | 932 | $465.9 億 |
2021 年第 2 季持有機構
每家機構持有 Twilio Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kore Private Wealth LLC | 83,504 | $3,291 萬 | 3.70% | +190.0% | 加碼 |
| Balyasny Asset Management LLC | 84,403 | $3,327 萬 | 0.18% | +275+0.3% | 加碼 |
| Harbor Spring Capital, LLC | 87,930 | $3,466 萬 | 4.41% | 00.0% | 不變 |
| LPL Financial LLC | 89,436 | $3,525 萬 | 0.04% | +8,233+10.1% | 加碼 |
| Berkshire Capital Holdings Inc | 90,210 | $3,556 萬 | 4.16% | +15,660+21.0% | 加碼 |
| Ashford Capital Management Inc | 90,369 | $3,562 萬 | 3.21% | −1,342−1.5% | 減碼 |
| Bares Capital Management, Inc. | 92,822 | $3,659 萬 | 0.65% | −2,500−2.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 95,298 | $3,756 萬 | 0.12% | +11,493+13.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 95,817 | $3,777 萬 | 0.40% | +95,007+11,729.3% | 加碼 |
| SEI Investments Co | 97,020 | $3,816 萬 | 0.08% | −6,112−5.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 117,300 | $3,899 萬 | 0.30% | +117,300 | 新進 |
| State of Wisconsin Investment Board | 100,608 | $3,966 萬 | 0.08% | +2,671+2.7% | 加碼 |
| Peregrine Capital Management LLC | 101,821 | $4,013 萬 | 0.72% | +101,821 | 新進 |
| Public Employees Retirement System of Ohio | 103,127 | $4,065 萬 | 0.14% | +25,445+32.8% | 加碼 |
| Ensign Peak Advisors, Inc | 103,361 | $4,074 萬 | 0.08% | −31,552−23.4% | 減碼 |
| UBS Group AG | 113,240 | $4,463 萬 | 0.02% | −4,427−3.8% | 減碼 |
| Jane Street Group, LLC | 113,847 | $4,487 萬 | 0.11% | +36,178+46.6% | 加碼 |
| Railway Pension Investments Ltd | 117,127 | $4,617 萬 | 0.39% | 00.0% | 不變 |
| Hitchwood Capital Management LP | 120,000 | $4,730 萬 | 1.60% | −25,000−17.2% | 減碼 |
| Bank of Montreal | 120,800 | $4,834 萬 | 0.03% | +104,075+622.3% | 加碼 |
| Calamos Advisors LLC | 124,299 | $4,899 萬 | 0.24% | +28,090+29.2% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 125,000 | $4,927 萬 | 3.34% | +70,000+127.3% | 加碼 |
| Whetstone Capital Advisors, LLC | 125,691 | $4,954 萬 | 9.25% | −13,677−9.8% | 減碼 |
| Marsico Capital Management LLC | 128,326 | $5,058 萬 | 1.25% | +16,089+14.3% | 加碼 |
| Asset Management One Co.,Ltd. | 128,522 | $5,066 萬 | 0.19% | +6,380+5.2% | 加碼 |
| Envestnet Asset Management Inc | 130,868 | $5,158 萬 | 0.03% | +54,666+71.7% | 加碼 |
| Nordea Investment Management AB | 135,148 | $5,327 萬 | 0.07% | +9,120+7.2% | 加碼 |
| Canada Pension Plan Investment Board | 135,272 | $5,332 萬 | 0.06% | −94,981−41.3% | 減碼 |
| AO Asset Management, LP | 140,400 | $5,534 萬 | 3.86% | −13,400−8.7% | 減碼 |
| Raymond James & Associates | 147,432 | $5,811 萬 | 0.05% | +21,864+17.4% | 加碼 |
| Jeneq Management, LP | 149,500 | $5,893 萬 | 10.46% | +47,100+46.0% | 加碼 |
| Newbrook Capital Advisors LP | 150,248 | $5,922 萬 | 4.00% | +91,012+153.6% | 加碼 |
| AXA S.A. | 151,642 | $5,977 萬 | 0.17% | +4,157+2.8% | 加碼 |
| La Financiere de L'Echiquier | 152,221 | $6,000 萬 | 2.29% | −7,700−4.8% | 減碼 |
| Barclays PLC | 153,076 | $6,034 萬 | 0.05% | +65,179+74.2% | 加碼 |
| Rhumbline Advisers | 155,430 | $6,126 萬 | 0.08% | +7,611+5.1% | 加碼 |
| Great West Life Assurance Co | 158,596 | $6,249 萬 | 0.14% | +10,060+6.8% | 加碼 |
| Susquehanna International Group, LLP | 160,028 | $6,308 萬 | 0.07% | −14,467−8.3% | 減碼 |
| Bessemer Group Inc | 164,980 | $6,503 萬 | 0.14% | +15,248+10.2% | 加碼 |
| Glynn Capital Management LLC | 168,797 | $6,653 萬 | 6.08% | −15,366−8.3% | 減碼 |
| Scout Investments, Inc. | 169,148 | $6,667 萬 | 0.99% | +153,835+1,004.6% | 加碼 |
| HSBC Holdings PLC | 169,927 | $6,707 萬 | 0.08% | −11,071−6.1% | 減碼 |
| Neuberger Berman Group LLC | 170,896 | $6,721 萬 | 0.06% | −53,238−23.8% | 減碼 |
| Pacific Heights Asset Management LLC | 174,000 | $6,858 萬 | 6.28% | −10,000−5.4% | 減碼 |
| Citigroup Inc | 174,662 | $6,885 萬 | 0.06% | −24,971−12.5% | 減碼 |
| Credit Suisse AG | 172,409 | $6,899 萬 | 0.05% | +30,721+21.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 177,273 | $6,987 萬 | 0.20% | −7,044−3.8% | 減碼 |
| Generation Investment Management LLP | 185,808 | $7,324 萬 | 0.30% | −410−0.2% | 減碼 |
| KPCB XV Associates, LLC | 188,160 | $7,417 萬 | 33.11% | +1,493+0.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 189,069 | $7,452 萬 | 0.14% | +8,535+4.7% | 加碼 |
| Trivest Advisors Ltd | 190,000 | $7,489 萬 | 7.66% | +190,000 | 新進 |
| Millennium Management LLC | 195,671 | $7,713 萬 | 0.10% | +14,891+8.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 198,941 | $7,842 萬 | 1.39% | +130,046+188.8% | 加碼 |
| Dimensional Fund Advisors LP | 198,972 | $7,843 萬 | 0.02% | +17,690+9.8% | 加碼 |
| EMS Capital LP | 200,080 | $7,886 萬 | 6.21% | +200,080 | 新進 |
| Personal Capital Advisors Corp | 203,729 | $8,030 萬 | 0.42% | +20,924+11.4% | 加碼 |
| National Pension Service | 204,845 | $8,074 萬 | 0.15% | +2,159+1.1% | 加碼 |
| TD Asset Management Inc | 221,469 | $8,274 萬 | 0.08% | +15,880+7.7% | 加碼 |
| TimesSquare Capital Management, LLC | 216,084 | $8,517 萬 | 0.70% | −173,200−44.5% | 減碼 |
| Swedbank AB | 223,735 | $8,819 萬 | 0.17% | +38,231+20.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 228,943 | $8,993 萬 | 0.26% | +69,136+43.3% | 加碼 |
| Palestra Capital Management LLC | 230,995 | $9,105 萬 | 1.98% | +230,995 | 新進 |
| CIBC Private Wealth Group, LLC | 240,859 | $9,494 萬 | 0.22% | +12,307+5.4% | 加碼 |
| Westfield Capital Management Co LP | 248,251 | $9,785 萬 | 0.59% | −6,127−2.4% | 減碼 |
| Parametric Portfolio Associates LLC | 272,369 | $1.07 億 | 0.06% | +26,501+10.8% | 加碼 |
| DF Dent & Co Inc | 276,137 | $1.09 億 | 1.16% | −221−0.1% | 減碼 |
| California State Teachers Retirement System | 285,867 | $1.13 億 | 0.14% | +16,500+6.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 287,227 | $1.13 億 | 0.24% | −12,286−4.1% | 減碼 |
| Bamco Inc | 297,214 | $1.17 億 | 0.27% | −24,262−7.5% | 減碼 |
| Macquarie Group Ltd | 304,348 | $1.20 億 | 0.10% | −278,810−47.8% | 減碼 |
| TCW Group Inc | 305,079 | $1.20 億 | 1.04% | +157,034+106.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 311,010 | $1.23 億 | 0.15% | −150,536−32.6% | 減碼 |
| Suvretta Capital Management, LLC | 314,000 | $1.24 億 | 1.86% | +314,000 | 新進 |
| Assenagon Asset Management S.A. | 326,498 | $1.29 億 | 0.55% | +78,394+31.6% | 加碼 |
| California Public Employees Retirement System | 328,906 | $1.30 億 | 0.10% | −6,211−1.9% | 減碼 |
| Dorsal Capital Management, LLC | 330,000 | $1.30 億 | 6.08% | +80,000+32.0% | 加碼 |
| New York State Common Retirement Fund | 331,074 | $1.30 億 | 0.13% | +143,014+76.0% | 加碼 |
| Steadview Capital Management LLC | 331,349 | $1.31 億 | 11.34% | +15,153+4.8% | 加碼 |
| Russell Investments Group, Ltd. | 342,843 | $1.35 億 | 0.23% | −55,130−13.9% | 減碼 |
| Frontier Capital Management Co LLC | 373,282 | $1.47 億 | 1.08% | +17,453+4.9% | 加碼 |
| Polar Capital Holdings Plc | 375,030 | $1.48 億 | 0.81% | +205,385+121.1% | 加碼 |
| Principal Financial Group Inc | 377,355 | $1.49 億 | 0.10% | +320,105+559.1% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 379,574 | $1.50 億 | 24.06% | 00.0% | 不變 |
| Eventide Asset Management, LLC | 393,490 | $1.55 億 | 2.08% | +1,400+0.4% | 加碼 |
| Blair William & Co | 407,777 | $1.61 億 | 0.56% | +16,457+4.2% | 加碼 |
| Putnam Investments LLC | 416,670 | $1.64 億 | 0.26% | +71,570+20.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 433,991 | $1.71 億 | 0.84% | −8,285−1.9% | 減碼 |
| Fred Alger Management, LLC | 438,843 | $1.73 億 | 0.41% | −116,227−20.9% | 減碼 |
| SQN Investors LP | 449,802 | $1.77 億 | 9.58% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 460,789 | $1.82 億 | 0.06% | +4,886+1.1% | 加碼 |
| Voya Investment Management LLC | 468,404 | $1.85 億 | 0.36% | −484,917−50.9% | 減碼 |
| Pictet Asset Management Ltd | 486,272 | $1.92 億 | 0.21% | +5,985+1.2% | 加碼 |
| Alliancebernstein L.P. | 488,493 | $1.93 億 | 0.08% | +16,351+3.5% | 加碼 |
| American Century Companies Inc | 492,562 | $1.94 億 | 0.13% | −302,621−38.1% | 減碼 |
| Jericho Capital Asset Management L.P. | 542,649 | $2.14 億 | 5.06% | 00.0% | 不變 |
| First Trust Advisors LP | 569,967 | $2.24 億 | 0.24% | −1,796−0.3% | 減碼 |
| Amundi | 573,652 | $2.26 億 | 0.16% | +573,652 | 新進 |
| Eaton Vance Management | 576,750 | $2.27 億 | 0.31% | −349−0.1% | 減碼 |
| Goldman Sachs Group Inc | 580,095 | $2.29 億 | 0.06% | −414,932−41.7% | 減碼 |
| Deutsche Bank AG | 589,552 | $2.32 億 | 0.11% | −13,117−2.2% | 減碼 |