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、7 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 |
|---|---|---|---|---|---|
| Scout Investments, Inc. | 169,148 | $6,667 萬 | 0.99% | +153,835+1,004.6% | 加碼 |
| Glynn Capital Management LLC | 168,797 | $6,653 萬 | 6.08% | −15,366−8.3% | 減碼 |
| Bessemer Group Inc | 164,980 | $6,503 萬 | 0.14% | +15,248+10.2% | 加碼 |
| Susquehanna International Group, LLP | 160,028 | $6,308 萬 | 0.07% | −14,467−8.3% | 減碼 |
| Great West Life Assurance Co | 158,596 | $6,249 萬 | 0.14% | +10,060+6.8% | 加碼 |
| Rhumbline Advisers | 155,430 | $6,126 萬 | 0.08% | +7,611+5.1% | 加碼 |
| Barclays PLC | 153,076 | $6,034 萬 | 0.05% | +65,179+74.2% | 加碼 |
| La Financiere de L'Echiquier | 152,221 | $6,000 萬 | 2.29% | −7,700−4.8% | 減碼 |
| AXA S.A. | 151,642 | $5,977 萬 | 0.17% | +4,157+2.8% | 加碼 |
| Newbrook Capital Advisors LP | 150,248 | $5,922 萬 | 4.00% | +91,012+153.6% | 加碼 |
| Jeneq Management, LP | 149,500 | $5,893 萬 | 10.46% | +47,100+46.0% | 加碼 |
| Raymond James & Associates | 147,432 | $5,811 萬 | 0.05% | +21,864+17.4% | 加碼 |
| AO Asset Management, LP | 140,400 | $5,534 萬 | 3.86% | −13,400−8.7% | 減碼 |
| Canada Pension Plan Investment Board | 135,272 | $5,332 萬 | 0.06% | −94,981−41.3% | 減碼 |
| Nordea Investment Management AB | 135,148 | $5,327 萬 | 0.07% | +9,120+7.2% | 加碼 |
| Envestnet Asset Management Inc | 130,868 | $5,158 萬 | 0.03% | +54,666+71.7% | 加碼 |
| Asset Management One Co.,Ltd. | 128,522 | $5,066 萬 | 0.19% | +6,380+5.2% | 加碼 |
| Marsico Capital Management LLC | 128,326 | $5,058 萬 | 1.25% | +16,089+14.3% | 加碼 |
| Whetstone Capital Advisors, LLC | 125,691 | $4,954 萬 | 9.25% | −13,677−9.8% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 125,000 | $4,927 萬 | 3.34% | +70,000+127.3% | 加碼 |
| Calamos Advisors LLC | 124,299 | $4,899 萬 | 0.24% | +28,090+29.2% | 加碼 |
| Bank of Montreal | 120,800 | $4,834 萬 | 0.03% | +104,075+622.3% | 加碼 |
| Hitchwood Capital Management LP | 120,000 | $4,730 萬 | 1.60% | −25,000−17.2% | 減碼 |
| Railway Pension Investments Ltd | 117,127 | $4,617 萬 | 0.39% | 00.0% | 不變 |
| Jane Street Group, LLC | 113,847 | $4,487 萬 | 0.11% | +36,178+46.6% | 加碼 |
| UBS Group AG | 113,240 | $4,463 萬 | 0.02% | −4,427−3.8% | 減碼 |
| Ensign Peak Advisors, Inc | 103,361 | $4,074 萬 | 0.08% | −31,552−23.4% | 減碼 |
| Public Employees Retirement System of Ohio | 103,127 | $4,065 萬 | 0.14% | +25,445+32.8% | 加碼 |
| Peregrine Capital Management LLC | 101,821 | $4,013 萬 | 0.72% | +101,821 | 新進 |
| State of Wisconsin Investment Board | 100,608 | $3,966 萬 | 0.08% | +2,671+2.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 117,300 | $3,899 萬 | 0.30% | +117,300 | 新進 |
| SEI Investments Co | 97,020 | $3,816 萬 | 0.08% | −6,112−5.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 95,817 | $3,777 萬 | 0.40% | +95,007+11,729.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 95,298 | $3,756 萬 | 0.12% | +11,493+13.7% | 加碼 |
| Bares Capital Management, Inc. | 92,822 | $3,659 萬 | 0.65% | −2,500−2.6% | 減碼 |
| Ashford Capital Management Inc | 90,369 | $3,562 萬 | 3.21% | −1,342−1.5% | 減碼 |
| Berkshire Capital Holdings Inc | 90,210 | $3,556 萬 | 4.16% | +15,660+21.0% | 加碼 |
| LPL Financial LLC | 89,436 | $3,525 萬 | 0.04% | +8,233+10.1% | 加碼 |
| Harbor Spring Capital, LLC | 87,930 | $3,466 萬 | 4.41% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 84,403 | $3,327 萬 | 0.18% | +275+0.3% | 加碼 |
| Kore Private Wealth LLC | 83,504 | $3,291 萬 | 3.70% | +190.0% | 加碼 |
| First Republic Investment Management, Inc. | 83,392 | $3,287 萬 | 0.09% | +25,171+43.2% | 加碼 |
| Treasurer of the State of North Carolina | 82,545 | $3,254 萬 | 0.19% | +13,720+19.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 82,139 | $3,238 萬 | 0.04% | −801,475−90.7% | 減碼 |
| HRT Financial LP | 80,800 | $3,185 萬 | 0.29% | −1,340−1.6% | 減碼 |
| Light Street Capital Management, LLC | 80,075 | $3,156 萬 | 1.37% | +80,075 | 新進 |
| Arthedge Capital Management, LLC | 77,690 | $3,062 萬 | 13.61% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 76,935 | $3,032 萬 | 0.28% | −1,865−2.4% | 減碼 |
| Atreides Management, LP | 76,695 | $3,023 萬 | 0.77% | −25,640−25.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 74,701 | $2,944 萬 | 0.05% | 00.0% | 不變 |
| Melqart Asset Management (UK) Ltd | 73,757 | $2,907 萬 | 1.31% | −2,400−3.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 71,602 | $2,822 萬 | 1.75% | −19,196−21.1% | 減碼 |
| Honeycomb Asset Management LP | 71,050 | $2,801 萬 | 2.22% | −75,185−51.4% | 減碼 |
| Stony Point Capital LLC | 70,255 | $2,769 萬 | 7.24% | +4,033+6.1% | 加碼 |
| Vista Wealth Management Group, LLC | 69,491 | $2,739 萬 | 6.34% | +7,144+11.5% | 加碼 |
| AMP Capital Investors Ltd | 67,589 | $2,669 萬 | 0.13% | −2,307−3.3% | 減碼 |
| Storebrand Asset Management AS | 66,379 | $2,616 萬 | 0.13% | +6,337+10.6% | 加碼 |
| Truist Financial Corp | 65,803 | $2,594 萬 | 0.04% | +8,482+14.8% | 加碼 |
| Aristotle Atlantic Partners, LLC | 64,455 | $2,541 萬 | 1.68% | +58+0.1% | 加碼 |
| Employees Retirement System of Texas | 64,180 | $2,530 萬 | 0.31% | +22,000+52.2% | 加碼 |
| One01 Capital, LP | 63,750 | $2,513 萬 | 8.45% | +13,700+27.4% | 加碼 |
| Korea Investment CORP | 63,700 | $2,511 萬 | 0.07% | +25,700+67.6% | 加碼 |
| Ratan Capital Management LP | 63,537 | $2,504 萬 | 2.17% | −30,000−32.1% | 減碼 |
| Vista Equity Partners Management, LLC | 61,531 | $2,425 萬 | 0.26% | +7,257+13.4% | 加碼 |
| Titan Global Capital Management USA LLC | 61,307 | $2,417 萬 | 4.10% | +3,165+5.4% | 加碼 |
| Capital Research Global Investors | 60,751 | $2,395 萬 | 0.01% | +60,751 | 新進 |
| CIBC Asset Management Inc | 60,326 | $2,378 萬 | 0.10% | +6,034+11.1% | 加碼 |
| Royal London Asset Management Ltd | 60,004 | $2,365 萬 | 0.10% | +6,501+12.2% | 加碼 |
| Telemark Asset Management, LLC | 60,000 | $2,365 萬 | 1.89% | −10,000−14.3% | 減碼 |
| ThornTree Capital Partners LP | 58,513 | $2,306 萬 | 3.58% | −19,362−24.9% | 減碼 |
| Allen Investment Management LLC | 58,504 | $2,306 萬 | 0.31% | 00.0% | 不變 |
| Ergoteles LLC | 58,020 | $2,287 萬 | 0.52% | +25,197+76.8% | 加碼 |
| KBC Group NV | 57,905 | $2,282 萬 | 0.08% | −27,442−32.2% | 減碼 |
| Stifel Financial Corp | 57,083 | $2,250 萬 | 0.03% | +6,405+12.6% | 加碼 |
| Toronado Partners, LLC | 56,557 | $2,229 萬 | 6.50% | −3,500−5.8% | 減碼 |
| Forte Capital LLC | 56,276 | $2,218 萬 | 3.02% | +1,106+2.0% | 加碼 |
| EULAV Asset Management | 56,006 | $2,208 萬 | 0.58% | −5,999−9.7% | 減碼 |
| Ithaka Group LLC | 55,640 | $2,193 萬 | 2.66% | +21,280+61.9% | 加碼 |
| Junson Asset Management (Hong Kong) Ltd | 55,281 | $2,179 萬 | 8.68% | −7,848−12.4% | 減碼 |
| STRS Ohio | 55,156 | $2,174 萬 | 0.08% | +50,628+1,118.1% | 加碼 |
| Burleson & Company, LLC | 54,356 | $2,143 萬 | 3.18% | −1,419−2.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,736 | $2,118 萬 | 0.12% | +8,784+19.5% | 加碼 |
| Aviva PLC | 52,135 | $2,055 萬 | 0.09% | +792+1.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,387 | $2,026 萬 | 0.11% | +8,265+19.2% | 加碼 |
| Clough Capital Partners L P | 49,135 | $1,937 萬 | 1.09% | +30,225+159.8% | 加碼 |
| Aureus Asset Management, LLC | 47,620 | $1,877 萬 | 1.21% | +40+0.1% | 加碼 |
| Force Hill Capital Management LP | 47,560 | $1,875 萬 | 3.77% | −1,540−3.1% | 減碼 |
| Group One Trading, L.P. | 47,263 | $1,863 萬 | 0.36% | +28,810+156.1% | 加碼 |
| Advisor Group Holdings, Inc. | 46,605 | $1,833 萬 | 0.04% | +6,010+14.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 45,887 | $1,809 萬 | 0.14% | 00.0% | 不變 |
| Alpha Family Trust | 43,470 | $1,781 萬 | 5.61% | +34,270+372.5% | 加碼 |
| Commonwealth Equity Services, LLC | 45,175 | $1,781 萬 | 0.05% | +1,938+4.5% | 加碼 |
| KCL Capital, L.P. | 45,000 | $1,774 萬 | 2.57% | +15,000+50.0% | 加碼 |
| Arizona State Retirement System | 44,837 | $1,767 萬 | 0.14% | +5,296+13.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 44,554 | $1,756 萬 | 0.09% | −10,463−19.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,192 | $1,742 萬 | 0.16% | −5,100−10.3% | 減碼 |
| Cutler Group LP | 44,174 | $1,741 萬 | 1.29% | +12,638+40.1% | 加碼 |
| Calixto Global Investors, LP | 43,352 | $1,709 萬 | 10.03% | +43,352 | 新進 |
| Clearbridge Investments, LLC | 42,300 | $1,667 萬 | 0.01% | +42,300 | 新進 |
| Ieq Capital, LLC | 41,460 | $1,634 萬 | 0.48% | −6,384−13.3% | 減碼 |