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 3 季 13F 持有人
Twilio Inc 在 2021/9/30 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
- 918
- 較 2021 年第 2 季 −10 家
- 持有股數
- 1.42 億
- 較 2021 年第 2 季 +307.0 萬 (+2.2%)
- 總市值
- $452.3 億
- 較 2021 年第 2 季 −$94.4 億 (−17.3%)
- 新進機構
- 94
- 另有 402 家加碼
- 清倉機構
- 104
- 另有 253 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 40,631 | $1,297 萬 | 0.03% | +4,743+13.2% | 加碼 |
| KBC Group NV | 42,346 | $1,351 萬 | 0.05% | −15,559−26.9% | 減碼 |
| NN Investment Partners Holdings N.V. | 42,780 | $1,365 萬 | 0.08% | −1,774−4.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,092 | $1,375 萬 | 0.13% | −1,100−2.5% | 減碼 |
| Capitolis Advisors LLC | 38,241 | $1,382 萬 | 0.13% | 00.0% | 不變 |
| Squarepoint Ops LLC | 43,315 | $1,382 萬 | 0.10% | +39,798+1,131.6% | 加碼 |
| Calixto Global Investors, LP | 43,352 | $1,383 萬 | 6.53% | 00.0% | 不變 |
| Ieq Capital, LLC | 43,844 | $1,399 萬 | 0.37% | +2,384+5.8% | 加碼 |
| RiverPark Advisors, LLC | 43,853 | $1,399 萬 | 1.71% | +8,740+24.9% | 加碼 |
| Hunt Lane Capital LP | 44,000 | $1,404 萬 | 4.24% | +44,000 | 新進 |
| Arizona State Retirement System | 45,279 | $1,445 萬 | 0.12% | +442+1.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 45,887 | $1,464 萬 | 0.11% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,554 | $1,485 萬 | 0.08% | −4,833−9.4% | 減碼 |
| Commonwealth Equity Services, LLC | 46,615 | $1,487 萬 | 0.04% | +1,440+3.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,022 | $1,500 萬 | 0.02% | +17,407+58.8% | 加碼 |
| Cerity Partners LLC | 47,395 | $1,512 萬 | 0.33% | +18,637+64.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 48,084 | $1,534 萬 | 0.08% | +48,084 | 新進 |
| Mariner, LLC | 49,048 | $1,565 萬 | 0.08% | +49,048 | 新進 |
| Formula Growth Ltd | 49,579 | $1,582 萬 | 2.30% | +20,300+69.3% | 加碼 |
| Cutler Group LP | 49,683 | $1,585 萬 | 1.20% | +5,509+12.5% | 加碼 |
| Advisor Group Holdings, Inc. | 50,096 | $1,601 萬 | 0.03% | +3,491+7.5% | 加碼 |
| Toronado Partners, LLC | 50,557 | $1,613 萬 | 5.67% | −6,000−10.6% | 減碼 |
| Group One Trading, L.P. | 50,673 | $1,617 萬 | 0.35% | +3,410+7.2% | 加碼 |
| Aviva PLC | 50,814 | $1,621 萬 | 0.07% | −1,321−2.5% | 減碼 |
| Maytus Capital Management, LLC | 51,000 | $1,627 萬 | 5.57% | +20,000+64.5% | 加碼 |
| Alberta Investment Management Corp | 51,336 | $1,638 萬 | 0.14% | +19,166+59.6% | 加碼 |
| London & Capital Asset Management Ltd | 52,529 | $1,676 萬 | 1.22% | +12,871+32.5% | 加碼 |
| STRS Ohio | 52,604 | $1,678 萬 | 0.06% | −2,552−4.6% | 減碼 |
| Makena Capital Management LLC | 54,725 | $1,746 萬 | 2.95% | +16,315+42.5% | 加碼 |
| EULAV Asset Management | 56,022 | $1,787 萬 | 0.47% | +160.0% | 加碼 |
| Alpha Family Trust | 56,470 | $1,802 萬 | 5.83% | +13,000+29.9% | 加碼 |
| Burleson & Company, LLC | 56,497 | $1,803 萬 | 2.72% | +2,141+3.9% | 加碼 |
| Aureus Asset Management, LLC | 56,548 | $1,804 萬 | 1.19% | +8,928+18.7% | 加碼 |
| Employees Retirement System of Texas | 57,180 | $1,824 萬 | 0.21% | −7,000−10.9% | 減碼 |
| Korea Investment CORP | 57,200 | $1,825 萬 | 0.05% | −6,500−10.2% | 減碼 |
| Royal London Asset Management Ltd | 57,217 | $1,825 萬 | 0.07% | −2,787−4.6% | 減碼 |
| Ithaka Group LLC | 57,570 | $1,837 萬 | 2.25% | +1,930+3.5% | 加碼 |
| Forte Capital LLC | 58,021 | $1,851 萬 | 2.51% | +1,745+3.1% | 加碼 |
| Vista Equity Partners Management, LLC | 58,227 | $1,858 萬 | 0.18% | −3,304−5.4% | 減碼 |
| Allen Investment Management LLC | 58,504 | $1,867 萬 | 0.26% | 00.0% | 不變 |
| ThornTree Capital Partners LP | 58,513 | $1,867 萬 | 3.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,747 | $1,874 萬 | 0.09% | +5,011+9.3% | 加碼 |
| Telemark Asset Management, LLC | 60,000 | $1,914 萬 | 1.39% | 00.0% | 不變 |
| AMP Capital Investors Ltd | 60,470 | $1,929 萬 | 0.11% | −7,119−10.5% | 減碼 |
| Capital Research Global Investors | 60,751 | $1,938 萬 | 0.00% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 61,512 | $1,963 萬 | 0.21% | +61,512 | 新進 |
| CIBC Asset Management Inc | 62,185 | $1,984 萬 | 0.08% | +1,859+3.1% | 加碼 |
| Insight Holdings Group, LLC | 66,100 | $2,109 萬 | 0.19% | +50,500+323.7% | 加碼 |
| Marshall Wace, LLP | 67,332 | $2,148 萬 | 0.11% | +65,937+4,726.7% | 加碼 |
| Storebrand Asset Management AS | 68,480 | $2,185 萬 | 0.11% | +2,101+3.2% | 加碼 |
| Titan Global Capital Management USA LLC | 68,820 | $2,196 萬 | 3.42% | +7,513+12.3% | 加碼 |
| Truist Financial Corp | 69,170 | $2,207 萬 | 0.04% | +3,367+5.1% | 加碼 |
| Millennium Management LLC | 69,224 | $2,209 萬 | 0.03% | −126,447−64.6% | 減碼 |
| Vista Wealth Management Group, LLC | 69,336 | $2,212 萬 | 3.99% | −155−0.2% | 減碼 |
| One01 Capital, LP | 70,150 | $2,238 萬 | 7.86% | +6,400+10.0% | 加碼 |
| Zweig-DiMenna Associates LLC | 71,764 | $2,290 萬 | 1.60% | +162+0.2% | 加碼 |
| Stony Point Capital LLC | 72,324 | $2,308 萬 | 6.31% | +2,069+2.9% | 加碼 |
| Natixis | 72,719 | $2,320 萬 | 0.08% | +72,719 | 新進 |
| Man Group plc | 72,827 | $2,324 萬 | 0.08% | +45,111+162.8% | 加碼 |
| Stifel Financial Corp | 73,159 | $2,334 萬 | 0.03% | +16,076+28.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 74,701 | $2,383 萬 | 0.05% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 76,238 | $2,432 萬 | 1.61% | +11,783+18.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 76,935 | $2,455 萬 | 0.23% | 00.0% | 不變 |
| Arthedge Capital Management, LLC | 77,690 | $2,479 萬 | 11.48% | 00.0% | 不變 |
| Clough Capital Partners L P | 78,225 | $2,496 萬 | 1.55% | +29,090+59.2% | 加碼 |
| Bank of Nova Scotia | 82,382 | $2,628 萬 | 0.05% | +82,382 | 新進 |
| Treasurer of the State of North Carolina | 82,659 | $2,637 萬 | 0.15% | +114+0.1% | 加碼 |
| Kore Private Wealth LLC | 83,560 | $2,666 萬 | 2.80% | +56+0.1% | 加碼 |
| Verde Servicos Internacionais S.A. | 84,054 | $2,682 萬 | 2.95% | +84,054 | 新進 |
| Wellington Management Group LLP | 86,082 | $2,747 萬 | 0.00% | +66,465+338.8% | 加碼 |
| Harbor Spring Capital, LLC | 87,930 | $2,805 萬 | 3.80% | 00.0% | 不變 |
| Ashford Capital Management Inc | 89,779 | $2,864 萬 | 2.60% | −590−0.7% | 減碼 |
| Junson Asset Management (Hong Kong) Ltd | 91,381 | $2,916 萬 | 10.04% | +36,100+65.3% | 加碼 |
| Bares Capital Management, Inc. | 92,822 | $2,962 萬 | 0.53% | 00.0% | 不變 |
| SEI Investments Co | 94,636 | $3,045 萬 | 0.06% | −2,384−2.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 95,641 | $3,051 萬 | 0.32% | −176−0.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 95,673 | $3,052 萬 | 0.09% | +375+0.4% | 加碼 |
| Clearbridge Investments, LLC | 97,500 | $3,120 萬 | 0.02% | +55,200+130.5% | 加碼 |
| AO Asset Management, LP | 98,235 | $3,134 萬 | 2.31% | −42,165−30.0% | 減碼 |
| LPL Financial LLC | 98,388 | $3,139 萬 | 0.03% | +8,952+10.0% | 加碼 |
| Liontrust Investment Partners LLP | 100,388 | $3,203 萬 | 0.44% | +100,388 | 新進 |
| TimesSquare Capital Management, LLC | 100,909 | $3,220 萬 | 0.28% | −115,175−53.3% | 減碼 |
| Melqart Asset Management (UK) Ltd | 104,307 | $3,328 萬 | 1.69% | +30,550+41.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 105,686 | $3,372 萬 | 0.37% | +104,133+6,705.3% | 加碼 |
| Public Employees Retirement System of Ohio | 105,745 | $3,374 萬 | 0.12% | +2,618+2.5% | 加碼 |
| Jane Street Group, LLC | 106,262 | $3,390 萬 | 0.09% | −7,585−6.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 106,652 | $3,403 萬 | 0.08% | −134,207−55.7% | 減碼 |
| State of Wisconsin Investment Board | 107,244 | $3,422 萬 | 0.07% | +6,636+6.6% | 加碼 |
| Peregrine Capital Management LLC | 110,111 | $3,513 萬 | 0.73% | +8,290+8.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 115,000 | $3,669 萬 | 2.61% | −10,000−8.0% | 減碼 |
| First Republic Investment Management, Inc. | 115,762 | $3,693 萬 | 0.09% | +32,370+38.8% | 加碼 |
| Canada Pension Plan Investment Board | 116,270 | $3,710 萬 | 0.04% | −19,002−14.0% | 減碼 |
| Railway Pension Investments Ltd | 117,127 | $3,737 萬 | 0.30% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 117,447 | $3,747 萬 | 0.14% | −11,075−8.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 119,100 | $3,800 萬 | 0.24% | +1,800+1.5% | 加碼 |
| Walleye Trading LLC | 119,930 | $3,826 萬 | 0.90% | +86,062+254.1% | 加碼 |
| Hitchwood Capital Management LP | 120,000 | $3,829 萬 | 1.34% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 124,859 | $3,984 萬 | 7.01% | −832−0.7% | 減碼 |
| Quadrature Capital Ltd | 126,443 | $4,033 萬 | 1.46% | +126,443 | 新進 |
| UBS Group AG | 128,173 | $4,089 萬 | 0.02% | +14,933+13.2% | 加碼 |