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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 130,227 | $4,155 萬 | 0.84% | +130,224+4,340,800.0% | 加碼 |
| Balyasny Asset Management LLC | 132,677 | $4,233 萬 | 0.20% | +48,274+57.2% | 加碼 |
| Calamos Advisors LLC | 136,805 | $4,365 萬 | 0.21% | +12,506+10.1% | 加碼 |
| Marsico Capital Management LLC | 139,008 | $4,435 萬 | 1.36% | +10,682+8.3% | 加碼 |
| Envestnet Asset Management Inc | 144,623 | $4,614 萬 | 0.03% | +13,755+10.5% | 加碼 |
| Rhumbline Advisers | 147,405 | $4,703 萬 | 0.06% | −8,025−5.2% | 減碼 |
| Carmignac Gestion | 147,479 | $4,705 萬 | 0.59% | +107,041+264.7% | 加碼 |
| Honeycomb Asset Management LP | 150,000 | $4,786 萬 | 3.20% | +78,950+111.1% | 加碼 |
| Frontier Capital Management Co LLC | 152,018 | $4,850 萬 | 0.38% | −221,264−59.3% | 減碼 |
| Great West Life Assurance Co | 153,812 | $4,941 萬 | 0.11% | −4,784−3.0% | 減碼 |
| La Financiere de L'Echiquier | 159,628 | $5,093 萬 | 1.71% | +7,407+4.9% | 加碼 |
| Scout Investments, Inc. | 160,662 | $5,126 萬 | 0.76% | −8,486−5.0% | 減碼 |
| Bank of Montreal | 169,150 | $5,317 萬 | 0.03% | +48,350+40.0% | 加碼 |
| EMS Capital LP | 171,480 | $5,471 萬 | 4.84% | −28,600−14.3% | 減碼 |
| Glynn Capital Management LLC | 173,314 | $5,530 萬 | 4.85% | +4,517+2.7% | 加碼 |
| Pacific Heights Asset Management LLC | 174,000 | $5,552 萬 | 5.26% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 180,467 | $5,758 萬 | 0.12% | +77,106+74.6% | 加碼 |
| Generation Investment Management LLP | 183,327 | $5,849 萬 | 0.24% | −2,481−1.3% | 減碼 |
| Raymond James & Associates | 185,876 | $5,930 萬 | 0.05% | +38,444+26.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 188,041 | $5,999 萬 | 0.12% | −1,028−0.5% | 減碼 |
| KPCB XV Associates, LLC | 188,160 | $6,003 萬 | 44.83% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 189,113 | $6,015 萬 | 0.05% | +18,217+10.7% | 加碼 |
| Jeneq Management, LP | 190,300 | $6,072 萬 | 9.25% | +40,800+27.3% | 加碼 |
| National Pension Service | 195,554 | $6,239 萬 | 0.12% | −9,291−4.5% | 減碼 |
| AXA S.A. | 196,381 | $6,266 萬 | 0.18% | +44,739+29.5% | 加碼 |
| Credit Suisse AG | 202,141 | $6,449 萬 | 0.05% | +29,732+17.2% | 加碼 |
| HSBC Holdings PLC | 206,279 | $6,564 萬 | 0.07% | +36,352+21.4% | 加碼 |
| Dimensional Fund Advisors LP | 207,202 | $6,610 萬 | 0.02% | +8,230+4.1% | 加碼 |
| Personal Capital Advisors Corp | 208,018 | $6,637 萬 | 0.33% | +4,289+2.1% | 加碼 |
| Citigroup Inc | 214,477 | $6,843 萬 | 0.07% | +39,815+22.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 222,242 | $7,070 萬 | 0.20% | −6,701−2.9% | 減碼 |
| Swedbank AB | 223,935 | $7,145 萬 | 0.13% | +200+0.1% | 加碼 |
| Barclays PLC | 225,809 | $7,205 萬 | 0.05% | +72,733+47.5% | 加碼 |
| Westfield Capital Management Co LP | 233,281 | $7,443 萬 | 0.45% | −14,970−6.0% | 減碼 |
| TD Asset Management Inc | 237,846 | $7,589 萬 | 0.08% | +16,377+7.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 238,831 | $7,620 萬 | 0.19% | +61,558+34.7% | 加碼 |
| Renaissance Technologies LLC | 250,795 | $8,002 萬 | 0.10% | +250,795 | 新進 |
| Bessemer Group Inc | 264,221 | $8,430 萬 | 0.18% | +99,241+60.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 281,331 | $8,976 萬 | 0.20% | −5,896−2.1% | 減碼 |
| California State Teachers Retirement System | 285,048 | $9,095 萬 | 0.12% | −819−0.3% | 減碼 |
| DF Dent & Co Inc | 286,606 | $9,144 萬 | 0.94% | +10,469+3.8% | 加碼 |
| Macquarie Group Ltd | 289,229 | $9,228 萬 | 0.08% | −15,119−5.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 296,616 | $9,464 萬 | 1.80% | +97,675+49.1% | 加碼 |
| American Century Companies Inc | 300,854 | $9,599 萬 | 0.07% | −191,708−38.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 302,408 | $9,648 萬 | 0.12% | +220,269+268.2% | 加碼 |
| TCW Group Inc | 306,216 | $9,770 萬 | 0.86% | +1,137+0.4% | 加碼 |
| Parametric Portfolio Associates LLC | 315,133 | $1.01 億 | 0.06% | +42,764+15.7% | 加碼 |
| Bamco Inc | 318,858 | $1.02 億 | 0.23% | +21,644+7.3% | 加碼 |
| New York State Common Retirement Fund | 323,820 | $1.03 億 | 0.11% | −7,254−2.2% | 減碼 |
| Dorsal Capital Management, LLC | 325,000 | $1.04 億 | 5.34% | −5,000−1.5% | 減碼 |
| Steadview Capital Management LLC | 331,349 | $1.06 億 | 8.46% | 00.0% | 不變 |
| California Public Employees Retirement System | 335,447 | $1.07 億 | 0.08% | +6,541+2.0% | 加碼 |
| Polar Capital Holdings Plc | 352,265 | $1.12 億 | 0.62% | −22,765−6.1% | 減碼 |
| Russell Investments Group, Ltd. | 353,299 | $1.13 億 | 0.19% | +10,456+3.0% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 379,574 | $1.21 億 | 21.58% | 00.0% | 不變 |
| Eventide Asset Management, LLC | 393,490 | $1.26 億 | 1.66% | 00.0% | 不變 |
| Atreides Management, LP | 401,172 | $1.28 億 | 3.28% | +324,477+423.1% | 加碼 |
| XN Exponent Advisors LLC | 403,500 | $1.29 億 | 6.23% | +403,500 | 新進 |
| Pictet Asset Management SA | 407,737 | $1.30 億 | 0.14% | +407,737 | 新進 |
| Blair William & Co | 424,299 | $1.35 億 | 0.46% | +16,522+4.1% | 加碼 |
| Assenagon Asset Management S.A. | 431,064 | $1.38 億 | 0.57% | +104,566+32.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 435,171 | $1.39 億 | 0.72% | +1,180+0.3% | 加碼 |
| SQN Investors LP | 449,802 | $1.44 億 | 7.74% | 00.0% | 不變 |
| Voya Investment Management LLC | 450,902 | $1.44 億 | 0.29% | −17,502−3.7% | 減碼 |
| First Trust Advisors LP | 472,007 | $1.51 億 | 0.16% | −97,960−17.2% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 480,000 | $1.53 億 | 3.86% | −195,900−29.0% | 減碼 |
| Charles Schwab Investment Management Inc | 481,633 | $1.54 億 | 0.05% | +20,844+4.5% | 加碼 |
| Whale Rock Capital Management LLC | 496,441 | $1.58 億 | 1.04% | −232,918−31.9% | 減碼 |
| Citadel Advisors LLC | 510,961 | $1.63 億 | 0.18% | +510,961 | 新進 |
| Suvretta Capital Management, LLC | 516,520 | $1.65 億 | 2.80% | +202,520+64.5% | 加碼 |
| Susquehanna International Group, LLP | 531,827 | $1.70 億 | 0.22% | +371,799+232.3% | 加碼 |
| Alliancebernstein L.P. | 538,848 | $1.72 億 | 0.07% | +50,355+10.3% | 加碼 |
| 1832 Asset Management L.P. | 550,833 | $1.72 億 | 0.32% | −442,167−44.5% | 減碼 |
| Fred Alger Management, LLC | 545,621 | $1.74 億 | 0.42% | +106,778+24.3% | 加碼 |
| Amundi | 547,997 | $1.75 億 | 0.12% | −25,655−4.5% | 減碼 |
| Putnam Investments LLC | 563,308 | $1.80 億 | 0.28% | +146,638+35.2% | 加碼 |
| Eaton Vance Management | 576,867 | $1.84 億 | 0.26% | +1170.0% | 加碼 |
| Goldman Sachs Group Inc | 587,170 | $1.87 億 | 0.05% | +7,075+1.2% | 加碼 |
| Victory Capital Management Inc | 611,853 | $1.95 億 | 0.19% | −144,122−19.1% | 減碼 |
| UBS Asset Management Americas Inc | 624,645 | $1.99 億 | 0.08% | −2,971−0.5% | 減碼 |
| Principal Financial Group Inc | 633,727 | $2.02 億 | 0.13% | +256,372+67.9% | 加碼 |
| Swiss National Bank | 642,060 | $2.05 億 | 0.13% | −10,500−1.6% | 減碼 |
| Dragoneer Investment Group, LLC | 777,393 | $2.48 億 | 3.27% | 00.0% | 不變 |
| Foxhaven Asset Management, LP | 853,837 | $2.72 億 | 7.88% | −4,990−0.6% | 減碼 |
| Ameriprise Financial Inc | 857,625 | $2.74 億 | 0.09% | −30,944−3.5% | 減碼 |
| Deutsche Bank AG | 881,600 | $2.81 億 | 0.13% | +292,048+49.5% | 加碼 |
| Royal Bank of Canada | 890,937 | $2.84 億 | 0.08% | +118,379+15.3% | 加碼 |
| Legal & General Group Plc | 917,796 | $2.93 億 | 0.10% | +22,658+2.5% | 加碼 |
| Jackson Square Partners, LLC | 1,012,120 | $3.23 億 | 2.05% | −95,604−8.6% | 減碼 |
| Bank of America Corp | 1,013,881 | $3.23 億 | 0.04% | −93,112−8.4% | 減碼 |
| Durable Capital Partners LP | 1,108,360 | $3.54 億 | 2.68% | +421,690+61.4% | 加碼 |
| Northern Trust Corp | 1,121,861 | $3.58 億 | 0.06% | +94,393+9.2% | 加碼 |
| JPMorgan Chase & Co | 1,133,767 | $3.62 億 | 0.05% | −13,588−1.2% | 減碼 |
| Wells Fargo & Company | 1,354,721 | $4.32 億 | 0.10% | +61,505+4.8% | 加碼 |
| Norges Bank | 1,474,309 | $4.70 億 | 0.10% | −19,446−1.3% | 減碼 |
| Invesco Ltd. | 1,493,134 | $4.76 億 | 0.12% | −609,549−29.0% | 減碼 |
| Bank of New York Mellon Corp | 1,538,282 | $4.91 億 | 0.10% | +2,327+0.2% | 加碼 |
| Geode Capital Management, LLC | 1,568,122 | $4.99 億 | 0.07% | −32,153−2.0% | 減碼 |
| Alkeon Capital Management LLC | 1,602,272 | $5.11 億 | 1.73% | −83,506−5.0% | 減碼 |
| Matrix Capital Management Company, LP | 1,745,536 | $5.57 億 | 6.34% | 00.0% | 不變 |