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 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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 448,729 | $1.18 億 | 0.13% | +448,729 | 新進 |
| Victory Capital Management Inc | 459,636 | $1.21 億 | 0.11% | −152,217−24.9% | 減碼 |
| Amundi | 569,725 | $1.24 億 | 0.08% | +21,728+4.0% | 加碼 |
| Charles Schwab Investment Management Inc | 496,039 | $1.31 億 | 0.04% | +14,406+3.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 525,000 | $1.38 億 | 8.44% | +410,000+356.5% | 加碼 |
| HSBC Holdings PLC | 531,175 | $1.41 億 | 0.15% | +324,896+157.5% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 570,113 | $1.50 億 | 4.46% | +90,113+18.8% | 加碼 |
| Eaton Vance Management | 577,186 | $1.52 億 | 0.19% | +319+0.1% | 加碼 |
| Jackson Square Partners, LLC | 592,813 | $1.56 億 | 1.31% | −419,307−41.4% | 減碼 |
| Deutsche Bank AG | 599,200 | $1.58 億 | 0.07% | −282,400−32.0% | 減碼 |
| Ameriprise Financial Inc | 601,964 | $1.58 億 | 0.04% | −255,661−29.8% | 減碼 |
| TD Asset Management Inc | 626,554 | $1.65 億 | 0.14% | +388,708+163.4% | 加碼 |
| Swiss National Bank | 634,560 | $1.67 億 | 0.10% | −7,500−1.2% | 減碼 |
| Atreides Management, LP | 659,353 | $1.74 億 | 5.49% | +258,181+64.4% | 加碼 |
| Fred Alger Management, LLC | 697,928 | $1.84 億 | 0.46% | +152,307+27.9% | 加碼 |
| Principal Financial Group Inc | 703,915 | $1.87 億 | 0.11% | +70,188+11.1% | 加碼 |
| UBS Asset Management Americas Inc | 726,044 | $1.91 億 | 0.07% | +101,399+16.2% | 加碼 |
| Goldman Sachs Group Inc | 757,044 | $1.99 億 | 0.05% | +169,874+28.9% | 加碼 |
| Dragoneer Investment Group, LLC | 777,393 | $2.05 億 | 2.35% | 00.0% | 不變 |
| Pictet Asset Management SA | 787,708 | $2.07 億 | 0.21% | +379,971+93.2% | 加碼 |
| Invesco Ltd. | 883,283 | $2.33 億 | 0.06% | −609,851−40.8% | 減碼 |
| Alkeon Capital Management LLC | 887,272 | $2.34 億 | 0.80% | −715,000−44.6% | 減碼 |
| Foxhaven Asset Management, LP | 888,678 | $2.34 億 | 6.80% | +34,841+4.1% | 加碼 |
| Legal & General Group Plc | 938,824 | $2.47 億 | 0.07% | +21,028+2.3% | 加碼 |
| Royal Bank of Canada | 971,934 | $2.56 億 | 0.06% | +80,997+9.1% | 加碼 |
| Durable Capital Partners LP | 1,057,585 | $2.79 億 | 2.18% | −50,775−4.6% | 減碼 |
| Northern Trust Corp | 1,066,569 | $2.81 億 | 0.05% | −55,292−4.9% | 減碼 |
| Bank of America Corp | 1,124,319 | $2.96 億 | 0.03% | +110,438+10.9% | 加碼 |
| JPMorgan Chase & Co | 1,303,977 | $3.43 億 | 0.04% | +170,210+15.0% | 加碼 |
| Norges Bank | 1,460,756 | $3.85 億 | 0.08% | −13,553−0.9% | 減碼 |
| Geode Capital Management, LLC | 1,623,840 | $4.27 億 | 0.05% | +55,718+3.6% | 加碼 |
| Bank of New York Mellon Corp | 1,826,160 | $4.81 億 | 0.09% | +287,878+18.7% | 加碼 |
| Matrix Capital Management Company, LP | 1,845,536 | $4.86 億 | 5.41% | +100,000+5.7% | 加碼 |
| Scge Management, L.P. | 2,047,264 | $5.39 億 | 6.11% | −735,836−26.4% | 減碼 |
| Allianz Asset Management GmbH | 2,057,761 | $5.42 億 | 0.39% | −530,788−20.5% | 減碼 |
| Nuveen Asset Management, LLC | 2,154,826 | $5.67 億 | 0.17% | +93,817+4.6% | 加碼 |
| Jennison Associates LLC | 2,936,669 | $7.73 億 | 0.49% | −3,291,910−52.9% | 減碼 |
| 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 |
| Franklin Resources Inc | 2,983,346 | $7.86 億 | 0.28% | +252,559+9.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 2,984,512 | $7.93 億 | 4.17% | +689,360+30.0% | 加碼 |
| Janus Henderson Group PLC | 3,168,894 | $8.35 億 | 0.35% | +1,059,726+50.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,434,055 | $9.04 億 | 0.55% | +621,427+22.1% | 加碼 |
| State Street Corp | 3,552,828 | $9.36 億 | 0.04% | +107,321+3.1% | 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 |
| Sands Capital Management, LLC | 5,694,725 | $15.0 億 | 2.78% | +243,396+4.5% | 加碼 |
| FMR LLC | 6,385,906 | $16.8 億 | 0.12% | +2,938,932+85.3% | 加碼 |
| Baillie Gifford & Co | 6,456,068 | $17.0 億 | 0.93% | +346,907+5.7% | 加碼 |
| Price T Rowe Associates Inc | 7,804,338 | $20.6 億 | 0.18% | +2,471,680+46.3% | 加碼 |
| BlackRock Inc. | 9,129,311 | $24.0 億 | 0.06% | −1,134,691−11.1% | 減碼 |
| Morgan Stanley | 9,558,865 | $25.2 億 | 0.31% | −177,181−1.8% | 減碼 |
| Vanguard Group Inc | 10,443,890 | $27.5 億 | 0.06% | +131,507+1.3% | 加碼 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −563,308−100.0% | 清倉 |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −516,520−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −496,441−100.0% | 清倉 |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −393,490−100.0% | 清倉 |
| EMS Capital LP | 0 | $0 | 0.00% | −171,480−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −152,018−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −147,479−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −132,677−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −130,227−100.0% | 清倉 |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −84,054−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −78,225−100.0% | 清倉 |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −66,100−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −60,470−100.0% | 清倉 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −48,084−100.0% | 清倉 |
| Calixto Global Investors, LP | 0 | $0 | 0.00% | −43,352−100.0% | 清倉 |
| Highline Capital Management, L.P. | 0 | $0 | 0.00% | −37,805−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −36,000−100.0% | 清倉 |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −35,500−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −34,703−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −33,857−100.0% | 清倉 |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,334−100.0% | 清倉 |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −28,930−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −21,080−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Bluegrass Capital Partners LP | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,681−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −16,600−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −13,470−100.0% | 清倉 |
| Spence Asset Management | 0 | $0 | 0.00% | −12,973−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,281−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,058−100.0% | 清倉 |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −10,968−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,176−100.0% | 清倉 |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −8,892−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,146−100.0% | 清倉 |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −7,399−100.0% | 清倉 |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −6,093−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −5,753−100.0% | 清倉 |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −5,379−100.0% | 清倉 |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,807−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,719−100.0% | 清倉 |