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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 40,650 | $1,602 萬 | 0.58% | +19,220+89.7% | 加碼 |
| Carmignac Gestion | 40,438 | $1,594 萬 | 0.19% | +40,438 | 新進 |
| CWM, LLC | 40,015 | $1,577 萬 | 0.13% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 40,000 | $1,577 萬 | 0.18% | +27,790+227.6% | 加碼 |
| London & Capital Asset Management Ltd | 39,658 | $1,563 萬 | 1.28% | +10,411+35.6% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 39,000 | $1,537 萬 | 6.55% | +9,000+30.0% | 加碼 |
| First Growth Investment Manager LP | 38,900 | $1,533 萬 | 9.81% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 38,832 | $1,531 萬 | 0.27% | +4,813+14.1% | 加碼 |
| Makena Capital Management LLC | 38,410 | $1,514 萬 | 2.24% | +1,992+5.5% | 加碼 |
| Capitolis Advisors LLC | 38,241 | $1,507 萬 | 0.18% | −3,703−8.8% | 減碼 |
| Lyell Wealth Management, LP | 37,677 | $1,485 萬 | 1.84% | −1,148−3.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 37,495 | $1,478 萬 | 0.34% | +346+0.9% | 加碼 |
| Lord, Abbett & Co. LLC | 37,472 | $1,477 萬 | 0.04% | −199,221−84.2% | 減碼 |
| Wolverine Trading, LLC | 36,193 | $1,448 萬 | 0.39% | +13,488+59.4% | 加碼 |
| Nomura Holdings Inc | 36,048 | $1,422 萬 | 0.12% | +27,101+302.9% | 加碼 |
| HighTower Advisors, LLC | 35,888 | $1,415 萬 | 0.04% | +1,996+5.9% | 加碼 |
| RiverPark Advisors, LLC | 35,113 | $1,384 萬 | 1.77% | 00.0% | 不變 |
| Walleye Trading LLC | 33,868 | $1,335 萬 | 0.35% | +10,161+42.9% | 加碼 |
| Xcel Wealth Management, LLC | 33,705 | $1,329 萬 | 4.01% | −2,400−6.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 32,957 | $1,299 萬 | 0.17% | +5,523+20.1% | 加碼 |
| Baird Financial Group, Inc. | 32,852 | $1,295 萬 | 0.03% | +869+2.7% | 加碼 |
| Forsta Ap-Fonden | 32,700 | $1,289 萬 | 0.15% | +5,200+18.9% | 加碼 |
| Center Lake Capital Management, LLC | 32,425 | $1,278 萬 | 1.84% | +5,060+18.5% | 加碼 |
| USS Investment Management Ltd | 32,198 | $1,269 萬 | 0.10% | 00.0% | 不變 |
| Alberta Investment Management Corp | 32,170 | $1,268 萬 | 0.11% | 00.0% | 不變 |
| AE Wealth Management LLC | 31,820 | $1,254 萬 | 0.11% | +1,732+5.8% | 加碼 |
| black-and-white Capital LP | 31,800 | $1,253 萬 | 2.19% | −99,250−75.7% | 減碼 |
| Maytus Capital Management, LLC | 31,000 | $1,222 萬 | 3.89% | −10,500−25.3% | 減碼 |
| Utah Retirement Systems | 30,819 | $1,215 萬 | 0.16% | +3,300+12.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 30,711 | $1,214 萬 | 0.07% | +2,901+10.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 30,175 | $1,189 萬 | 0.06% | +214+0.7% | 加碼 |
| Avalon Global Asset Management LLC | 30,000 | $1,183 萬 | 3.88% | 00.0% | 不變 |
| Firsthand Capital Management, Inc. | 30,000 | $1,183 萬 | 2.96% | 00.0% | 不變 |
| JS Capital Management LLC | 30,000 | $1,183 萬 | 0.57% | +7,700+34.5% | 加碼 |
| Creative Planning | 29,849 | $1,177 萬 | 0.02% | +2,013+7.2% | 加碼 |
| British Columbia Investment Management Corp | 29,673 | $1,170 萬 | 0.07% | +6,649+28.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29,615 | $1,167 萬 | 0.02% | +2,675+9.9% | 加碼 |
| Nomura Asset Management Co Ltd | 29,548 | $1,165 萬 | 0.07% | −2,991−9.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 29,466 | $1,161 萬 | 0.23% | −1,042−3.4% | 減碼 |
| Formula Growth Ltd | 29,279 | $1,154 萬 | 1.59% | −5,000−14.6% | 減碼 |
| Luxor Capital Group, LP | 29,125 | $1,148 萬 | 0.29% | +8,900+44.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,082 | $1,146 萬 | 0.05% | +3,555+13.9% | 加碼 |
| Cerity Partners LLC | 28,758 | $1,134 萬 | 0.25% | +21,041+272.7% | 加碼 |
| Parallel Advisors, LLC | 28,567 | $1,126 萬 | 0.48% | −321−1.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 28,314 | $1,116 萬 | 0.26% | +19,693+228.4% | 加碼 |
| Man Group plc | 27,716 | $1,093 萬 | 0.04% | +11,000+65.8% | 加碼 |
| Totem Point Management, LLC | 27,647 | $1,090 萬 | 5.46% | +26,451+2,211.6% | 加碼 |
| Tudor Investment Corp Et Al | 27,364 | $1,079 萬 | 0.22% | −11,180−29.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 27,117 | $1,069 萬 | 0.15% | +10,931+67.5% | 加碼 |
| Andar Capital Management HK Ltd | 27,000 | $1,064 萬 | 8.27% | +17,000+170.0% | 加碼 |
| Handelsbanken Fonder AB | 26,943 | $1,062 萬 | 0.06% | −7,298−21.3% | 減碼 |
| Impax Asset Management Group plc | 26,538 | $1,046 萬 | 0.05% | +108+0.4% | 加碼 |
| Sphera Funds Management Ltd. | 26,500 | $1,045 萬 | 0.99% | +26,500 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 26,346 | $1,039 萬 | 3.40% | +1,001+3.9% | 加碼 |
| Teacher Retirement System of Texas | 25,231 | $994.5 萬 | 0.05% | −3,722−12.9% | 減碼 |
| Raine Capital LLC | 25,000 | $985.4 萬 | 0.37% | +3,000+13.6% | 加碼 |
| O'Shares Investment Advisers, LLC | 24,271 | $956.7 萬 | 0.67% | +682+2.9% | 加碼 |
| Jacob Asset Management of New York LLC | 24,200 | $953.9 萬 | 3.15% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 24,141 | $951.5 萬 | 0.02% | −7,531−23.8% | 減碼 |
| Jackson Wealth Management, LLC | 23,901 | $942.1 萬 | 1.19% | +13,901+139.0% | 加碼 |
| Highline Capital Management, L.P. | 23,116 | $911.1 萬 | 7.86% | +23,116 | 新進 |
| FIL Ltd | 22,977 | $905.6 萬 | 0.01% | +17,841+347.4% | 加碼 |
| Toronto Dominion Bank | 22,895 | $902.5 萬 | 0.01% | +3,924+20.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,854 | $900.8 萬 | 0.01% | +1,153+5.3% | 加碼 |
| LMR Partners LLP | 22,627 | $891.9 萬 | 0.13% | +16,744+284.6% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $886.9 萬 | 0.46% | 00.0% | 不變 |
| Nicholas Company, Inc. | 22,205 | $875.2 萬 | 0.15% | −20−0.1% | 減碼 |
| Los Angeles Capital Management LLC | 21,754 | $857.5 萬 | 0.04% | +1,475+7.3% | 加碼 |
| United Capital Financial Advisers, LLC | 21,700 | $855.3 萬 | 0.04% | +1,051+5.1% | 加碼 |
| Kingdon Capital Management, L.L.C. | 21,205 | $835.8 萬 | 1.28% | −8,245−28.0% | 減碼 |
| Bollard Group LLC | 21,050 | $829.7 萬 | 0.26% | −200−0.9% | 減碼 |
| IFM Investors Pty Ltd | 20,959 | $826.1 萬 | 0.17% | +5,593+36.4% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 20,702 | $816.0 萬 | 3.76% | +4,681+29.2% | 加碼 |
| Wolverine Asset Management LLC | 20,688 | $815.4 萬 | 0.08% | −359−1.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 20,646 | $813.8 萬 | 0.09% | −8,801−29.9% | 減碼 |
| DnB Asset Management AS | 20,630 | $813.2 萬 | 0.05% | −1,286−5.9% | 減碼 |
| Nisa Investment Advisors, LLC | 20,480 | $807.2 萬 | 0.05% | +1,125+5.8% | 加碼 |
| Atika Capital Management LLC | 20,000 | $788.4 萬 | 0.65% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 20,000 | $788.3 萬 | 0.02% | −2,500−11.1% | 減碼 |
| Alight Capital Management LP | 20,000 | $788.3 萬 | 2.30% | +5,000+33.3% | 加碼 |
| Tocqueville Asset Management L.P. | 19,851 | $782.4 萬 | 0.11% | +2,377+13.6% | 加碼 |
| Nicholas Investment Partners, LP | 19,679 | $775.7 萬 | 0.49% | +2,424+14.0% | 加碼 |
| Wellington Management Group LLP | 19,617 | $773.3 萬 | 0.00% | +19,617 | 新進 |
| Federation des caisses Desjardins du Quebec | 19,497 | $767.6 萬 | 0.08% | +9,157+88.6% | 加碼 |
| Cinctive Capital Management LP | 19,433 | $766.0 萬 | 0.42% | +6,554+50.9% | 加碼 |
| AQR Capital Management LLC | 19,372 | $763.6 萬 | 0.01% | −671−3.3% | 減碼 |
| Calamos Wealth Management LLC | 18,977 | $748.0 萬 | 0.58% | −1,126−5.6% | 減碼 |
| Jupiter Asset Management Ltd | 18,831 | $742.2 萬 | 0.08% | +18,831 | 新進 |
| Bailard, Inc. | 18,002 | $709.6 萬 | 0.25% | −154−0.8% | 減碼 |
| APG Asset Management N.V. | 21,117 | $701.9 萬 | 0.01% | +3,000+16.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,479 | $689.0 萬 | 0.01% | +1,904+12.2% | 加碼 |
| DDD Partners, LLC | 17,476 | $688.8 萬 | 1.05% | +516+3.0% | 加碼 |
| Amalgamated Bank | 16,946 | $667.9 萬 | 0.05% | +10,038+145.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 16,916 | $666.8 萬 | 0.01% | +825+5.1% | 加碼 |
| Sandy Spring Bank | 16,639 | $655.8 萬 | 0.35% | +1,759+11.8% | 加碼 |
| Riverpark Capital Management LLC | 16,610 | $654.7 萬 | 2.60% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 16,603 | $654.4 萬 | 0.33% | −3,332−16.7% | 減碼 |
| Diker Management LLC | 16,568 | $653.0 萬 | 2.87% | −1,900−10.3% | 減碼 |
| FWL Investment Management, LLC | 16,424 | $647.4 萬 | 3.93% | +1,084+7.1% | 加碼 |
| Pinebridge Investments, L.P. | 16,389 | $646.0 萬 | 0.07% | −70.0% | 減碼 |