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 4 季 13F 持有人
Twilio Inc 在 2021/12/31 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
- 951
- 較 2021 年第 3 季 +48 家
- 持有股數
- 1.44 億
- 較 2021 年第 3 季 +290.5 萬 (+2.1%)
- 總市值
- $378.0 億
- 較 2021 年第 3 季 −$72.8 億 (−16.2%)
- 新進機構
- 187
- 另有 392 家加碼
- 清倉機構
- 139
- 另有 265 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,443,890 | $27.5 億 | 0.06% | +131,507+1.3% | 加碼 |
| Morgan Stanley | 9,558,865 | $25.2 億 | 0.31% | −177,181−1.8% | 減碼 |
| BlackRock Inc. | 9,129,311 | $24.0 億 | 0.06% | −1,134,691−11.1% | 減碼 |
| Price T Rowe Associates Inc | 7,804,338 | $20.6 億 | 0.18% | +2,471,680+46.3% | 加碼 |
| Baillie Gifford & Co | 6,456,068 | $17.0 億 | 0.93% | +346,907+5.7% | 加碼 |
| FMR LLC | 6,385,906 | $16.8 億 | 0.12% | +2,938,932+85.3% | 加碼 |
| Sands Capital Management, LLC | 5,694,725 | $15.0 億 | 2.78% | +243,396+4.5% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 4,059,214 | $10.7 億 | 3.23% | +810,637+25.0% | 加碼 |
| State Street Corp | 3,552,828 | $9.36 億 | 0.04% | +107,321+3.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,434,055 | $9.04 億 | 0.55% | +621,427+22.1% | 加碼 |
| Janus Henderson Group PLC | 3,168,894 | $8.35 億 | 0.35% | +1,059,726+50.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 2,984,512 | $7.93 億 | 4.17% | +689,360+30.0% | 加碼 |
| Franklin Resources Inc | 2,983,346 | $7.86 億 | 0.28% | +252,559+9.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 2,980,398 | $7.85 億 | 2.26% | +2,980,398 | 新進 |
| Jennison Associates LLC | 2,936,669 | $7.73 億 | 0.49% | −3,291,910−52.9% | 減碼 |
| Nuveen Asset Management, LLC | 2,154,826 | $5.67 億 | 0.17% | +93,817+4.6% | 加碼 |
| Allianz Asset Management GmbH | 2,057,761 | $5.42 億 | 0.39% | −530,788−20.5% | 減碼 |
| Scge Management, L.P. | 2,047,264 | $5.39 億 | 6.11% | −735,836−26.4% | 減碼 |
| Matrix Capital Management Company, LP | 1,845,536 | $4.86 億 | 5.41% | +100,000+5.7% | 加碼 |
| Bank of New York Mellon Corp | 1,826,160 | $4.81 億 | 0.09% | +287,878+18.7% | 加碼 |
| Geode Capital Management, LLC | 1,623,840 | $4.27 億 | 0.05% | +55,718+3.6% | 加碼 |
| Norges Bank | 1,460,756 | $3.85 億 | 0.08% | −13,553−0.9% | 減碼 |
| JPMorgan Chase & Co | 1,303,977 | $3.43 億 | 0.04% | +170,210+15.0% | 加碼 |
| Bank of America Corp | 1,124,319 | $2.96 億 | 0.03% | +110,438+10.9% | 加碼 |
| Northern Trust Corp | 1,066,569 | $2.81 億 | 0.05% | −55,292−4.9% | 減碼 |
| Durable Capital Partners LP | 1,057,585 | $2.79 億 | 2.18% | −50,775−4.6% | 減碼 |
| Royal Bank of Canada | 971,934 | $2.56 億 | 0.06% | +80,997+9.1% | 加碼 |
| Legal & General Group Plc | 938,824 | $2.47 億 | 0.07% | +21,028+2.3% | 加碼 |
| Foxhaven Asset Management, LP | 888,678 | $2.34 億 | 6.80% | +34,841+4.1% | 加碼 |
| Alkeon Capital Management LLC | 887,272 | $2.34 億 | 0.80% | −715,000−44.6% | 減碼 |
| Invesco Ltd. | 883,283 | $2.33 億 | 0.06% | −609,851−40.8% | 減碼 |
| Pictet Asset Management SA | 787,708 | $2.07 億 | 0.21% | +379,971+93.2% | 加碼 |
| Dragoneer Investment Group, LLC | 777,393 | $2.05 億 | 2.35% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 757,044 | $1.99 億 | 0.05% | +169,874+28.9% | 加碼 |
| UBS Asset Management Americas Inc | 726,044 | $1.91 億 | 0.07% | +101,399+16.2% | 加碼 |
| Principal Financial Group Inc | 703,915 | $1.87 億 | 0.11% | +70,188+11.1% | 加碼 |
| Fred Alger Management, LLC | 697,928 | $1.84 億 | 0.46% | +152,307+27.9% | 加碼 |
| Atreides Management, LP | 659,353 | $1.74 億 | 5.49% | +258,181+64.4% | 加碼 |
| Swiss National Bank | 634,560 | $1.67 億 | 0.10% | −7,500−1.2% | 減碼 |
| TD Asset Management Inc | 626,554 | $1.65 億 | 0.14% | +388,708+163.4% | 加碼 |
| Ameriprise Financial Inc | 601,964 | $1.58 億 | 0.04% | −255,661−29.8% | 減碼 |
| Deutsche Bank AG | 599,200 | $1.58 億 | 0.07% | −282,400−32.0% | 減碼 |
| Jackson Square Partners, LLC | 592,813 | $1.56 億 | 1.31% | −419,307−41.4% | 減碼 |
| Eaton Vance Management | 577,186 | $1.52 億 | 0.19% | +319+0.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 570,113 | $1.50 億 | 4.46% | +90,113+18.8% | 加碼 |
| HSBC Holdings PLC | 531,175 | $1.41 億 | 0.15% | +324,896+157.5% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 525,000 | $1.38 億 | 8.44% | +410,000+356.5% | 加碼 |
| Charles Schwab Investment Management Inc | 496,039 | $1.31 億 | 0.04% | +14,406+3.0% | 加碼 |
| Amundi | 569,725 | $1.24 億 | 0.08% | +21,728+4.0% | 加碼 |
| Victory Capital Management Inc | 459,636 | $1.21 億 | 0.11% | −152,217−24.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 448,729 | $1.18 億 | 0.13% | +448,729 | 新進 |
| Blair William & Co | 440,879 | $1.16 億 | 0.36% | +16,580+3.9% | 加碼 |
| Swedbank AB | 430,735 | $1.14 億 | 0.19% | +206,800+92.3% | 加碼 |
| First Trust Advisors LP | 430,266 | $1.13 億 | 0.11% | −41,741−8.8% | 減碼 |
| TCW Group Inc | 405,978 | $1.07 億 | 0.88% | +99,762+32.6% | 加碼 |
| Banco Santander, S.A. | 390,222 | $1.03 億 | 0.55% | +379,223+3,447.8% | 加碼 |
| Steadview Capital Management LLC | 387,907 | $1.02 億 | 9.55% | +56,558+17.1% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 379,611 | $9,997 萬 | 17.29% | +370.0% | 加碼 |
| Russell Investments Group, Ltd. | 369,411 | $9,731 萬 | 0.16% | +16,112+4.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 366,053 | $9,640 萬 | 0.55% | −69,118−15.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 365,197 | $9,617 萬 | 2.00% | +68,581+23.1% | 加碼 |
| Wells Fargo & Company | 355,657 | $9,366 萬 | 0.02% | −999,064−73.7% | 減碼 |
| SQN Investors LP | 348,089 | $9,167 萬 | 6.00% | −101,713−22.6% | 減碼 |
| DF Dent & Co Inc | 347,527 | $9,152 萬 | 0.92% | +60,921+21.3% | 加碼 |
| Capital Research Global Investors | 347,019 | $9,138 萬 | 0.02% | +286,268+471.2% | 加碼 |
| Bamco Inc | 340,368 | $8,963 萬 | 0.19% | +21,510+6.7% | 加碼 |
| New York State Common Retirement Fund | 329,799 | $8,685 萬 | 0.09% | +5,979+1.8% | 加碼 |
| California Public Employees Retirement System | 323,808 | $8,527 萬 | 0.06% | −11,639−3.5% | 減碼 |
| American Century Companies Inc | 302,087 | $7,955 萬 | 0.05% | +1,233+0.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 301,843 | $7,949 萬 | 0.17% | +20,512+7.3% | 加碼 |
| California State Teachers Retirement System | 299,412 | $7,885 萬 | 0.09% | +14,364+5.0% | 加碼 |
| Polar Capital Holdings Plc | 296,233 | $7,801 萬 | 0.40% | −56,032−15.9% | 減碼 |
| Parametric Portfolio Associates LLC | 287,100 | $7,561 萬 | 0.04% | −28,033−8.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 274,280 | $7,236 萬 | 0.15% | +35,449+14.8% | 加碼 |
| Walleye Trading LLC | 269,876 | $7,107 萬 | 1.15% | +149,946+125.0% | 加碼 |
| Barclays PLC | 266,053 | $7,006 萬 | 0.04% | +40,244+17.8% | 加碼 |
| Bessemer Group Inc | 264,660 | $6,970 萬 | 0.14% | +439+0.2% | 加碼 |
| Jane Street Group, LLC | 261,244 | $6,880 萬 | 0.13% | +154,982+145.8% | 加碼 |
| Dorsal Capital Management, LLC | 230,000 | $6,057 萬 | 3.56% | −95,000−29.2% | 減碼 |
| National Pension Service | 228,493 | $6,017 萬 | 0.10% | +32,939+16.8% | 加碼 |
| Dimensional Fund Advisors LP | 216,877 | $5,711 萬 | 0.02% | +9,675+4.7% | 加碼 |
| Macquarie Group Ltd | 213,082 | $5,611 萬 | 0.05% | −76,147−26.3% | 減碼 |
| Alyeska Investment Group, L.P. | 210,630 | $5,547 萬 | 0.64% | +200,676+2,016.0% | 加碼 |
| Stockbridge Partners LLC | 208,898 | $5,501 萬 | 1.11% | +208,898 | 新進 |
| La Financiere de L'Echiquier | 208,746 | $5,497 萬 | 1.85% | +49,118+30.8% | 加碼 |
| Credit Suisse AG | 206,661 | $5,442 萬 | 0.04% | +4,520+2.2% | 加碼 |
| Westfield Capital Management Co LP | 205,646 | $5,416 萬 | 0.32% | −27,635−11.8% | 減碼 |
| Assenagon Asset Management S.A. | 204,522 | $5,386 萬 | 0.20% | −226,542−52.6% | 減碼 |
| Bank of Nova Scotia | 202,923 | $5,344 萬 | 0.08% | +120,541+146.3% | 加碼 |
| Glynn Capital Management LLC | 202,009 | $5,320 萬 | 5.67% | +28,695+16.6% | 加碼 |
| AXA S.A. | 201,982 | $5,319 萬 | 0.14% | +5,601+2.9% | 加碼 |
| Personal Capital Advisors Corp | 201,194 | $5,308 萬 | 0.24% | −6,824−3.3% | 減碼 |
| Envestnet Asset Management Inc | 198,597 | $5,230 萬 | 0.03% | +53,974+37.3% | 加碼 |
| Citigroup Inc | 194,468 | $5,121 萬 | 0.05% | −20,009−9.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 194,372 | $5,119 萬 | 0.09% | +6,331+3.4% | 加碼 |
| KPCB XV Associates, LLC | 188,160 | $4,955 萬 | 39.09% | 00.0% | 不變 |
| Generation Investment Management LLP | 187,978 | $4,950 萬 | 0.20% | +4,651+2.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 186,176 | $4,903 萬 | 0.47% | +90,535+94.7% | 加碼 |
| Raymond James & Associates | 183,641 | $4,836 萬 | 0.04% | −2,235−1.2% | 減碼 |
| Peregrine Capital Management LLC | 183,556 | $4,834 萬 | 0.97% | +73,445+66.7% | 加碼 |