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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,509 | $756.5 萬 | 0.01% | −18,513−39.4% | 減碼 |
| Granite Investment Partners, LLC | 28,738 | $756.8 萬 | 0.22% | +27,528+2,275.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,186 | $768.6 萬 | 0.03% | +57+0.2% | 加碼 |
| British Columbia Investment Management Corp | 29,331 | $772.4 萬 | 0.04% | −691−2.3% | 減碼 |
| AIA Group Ltd | 29,607 | $779.7 萬 | 0.37% | +6,174+26.3% | 加碼 |
| Handelsbanken Fonder AB | 29,761 | $784.0 萬 | 0.04% | +2,218+8.1% | 加碼 |
| Avalon Global Asset Management LLC | 30,000 | $790.0 萬 | 2.76% | 00.0% | 不變 |
| Firsthand Capital Management, Inc. | 30,000 | $790.0 萬 | 3.01% | 00.0% | 不變 |
| Raine Capital LLC | 30,000 | $790.0 萬 | 0.64% | +3,000+11.1% | 加碼 |
| Utah Retirement Systems | 30,219 | $795.8 萬 | 0.10% | +100+0.3% | 加碼 |
| Baird Financial Group, Inc. | 31,242 | $822.7 萬 | 0.02% | −3,198−9.3% | 減碼 |
| Canada Pension Plan Investment Board | 31,278 | $823.7 萬 | 0.01% | −84,992−73.1% | 減碼 |
| Voya Investment Management LLC | 31,345 | $825.5 萬 | 0.02% | −419,557−93.0% | 減碼 |
| Riverpark Capital Management LLC | 31,783 | $836.9 萬 | 3.01% | +8,555+36.8% | 加碼 |
| Oppenheimer & Co Inc | 32,064 | $844.5 萬 | 0.15% | −3,161−9.0% | 減碼 |
| Crow's Nest Holdings LP | 32,300 | $850.6 萬 | 6.58% | +32,300 | 新進 |
| Nomura Asset Management Co Ltd | 32,448 | $854.5 萬 | 0.04% | +1,290+4.1% | 加碼 |
| Teacher Retirement System of Texas | 33,134 | $872.6 萬 | 0.04% | +6,673+25.2% | 加碼 |
| Xcel Wealth Management, LLC | 33,649 | $886.1 萬 | 2.28% | −478−1.4% | 減碼 |
| Toronto Dominion Bank | 33,804 | $890.2 萬 | 0.01% | +10,610+45.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,868 | $891.9 萬 | 0.04% | +4,178+14.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 33,840 | $897.0 萬 | 0.05% | +655+2.0% | 加碼 |
| Creative Planning | 34,084 | $897.6 萬 | 0.01% | +6,569+23.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,761 | $915.4 萬 | 0.06% | −827−2.3% | 減碼 |
| Tudor Investment Corp Et Al | 35,282 | $929.1 萬 | 0.18% | +19,897+129.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 35,509 | $935.1 萬 | 0.12% | +6,858+23.9% | 加碼 |
| Forsta Ap-Fonden | 36,000 | $948.0 萬 | 0.10% | +5,000+16.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 36,658 | $965.4 萬 | 0.21% | +4,330+13.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 37,980 | $965.5 萬 | 0.02% | −184,262−82.9% | 減碼 |
| Pragma Gestao de Patrimonio Ltd | 37,000 | $974.4 萬 | 4.66% | +2,000+5.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 37,045 | $975.5 萬 | 1.15% | +37,045 | 新進 |
| Cubist Systematic Strategies, LLC | 37,234 | $980.5 萬 | 0.09% | +28,046+305.2% | 加碼 |
| Korea Investment CORP | 37,300 | $982.3 萬 | 0.03% | −19,900−34.8% | 減碼 |
| First Growth Investment Manager LP | 37,345 | $983.4 萬 | 9.43% | −1,700−4.4% | 減碼 |
| USS Investment Management Ltd | 37,343 | $983.7 萬 | 0.08% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 38,178 | $1,005 萬 | 0.02% | +3,906+11.4% | 加碼 |
| HighTower Advisors, LLC | 38,595 | $1,017 萬 | 0.02% | −2,036−5.0% | 減碼 |
| Titleist Asset Management, Ltd. | 39,355 | $1,036 萬 | 2.05% | +39,355 | 新進 |
| AMS Capital Ltda | 40,000 | $1,053 萬 | 2.36% | +40,000 | 新進 |
| Evolutionary Tree Capital Management, LLC | 40,008 | $1,054 萬 | 5.06% | +17,382+76.8% | 加碼 |
| Lyell Wealth Management, LP | 42,206 | $1,112 萬 | 1.27% | +3,493+9.0% | 加碼 |
| AE Wealth Management LLC | 43,183 | $1,137 萬 | 0.08% | +11,499+36.3% | 加碼 |
| CIBC Asset Management Inc | 43,858 | $1,155 萬 | 0.04% | −18,327−29.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,192 | $1,164 萬 | 0.10% | +1,100+2.6% | 加碼 |
| Hunt Lane Capital LP | 45,000 | $1,185 萬 | 4.85% | +1,000+2.3% | 加碼 |
| Arizona State Retirement System | 45,719 | $1,204 萬 | 0.09% | +440+1.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 45,887 | $1,208 萬 | 0.10% | 00.0% | 不變 |
| Untitled Investments LP | 46,057 | $1,213 萬 | 2.60% | +46,057 | 新進 |
| RiverPark Advisors, LLC | 46,205 | $1,217 萬 | 1.46% | +2,352+5.4% | 加碼 |
| Leonteq Securities AG | 46,249 | $1,218 萬 | 0.55% | +22,422+94.1% | 加碼 |
| Tairen Capital Ltd | 46,317 | $1,220 萬 | 1.88% | +46,317 | 新進 |
| BNP Paribas Arbitrage, SA | 47,481 | $1,250 萬 | 0.03% | +11,467+31.8% | 加碼 |
| Parallel Advisors, LLC | 48,161 | $1,268 萬 | 0.47% | +13,935+40.7% | 加碼 |
| Capitolis Advisors LLC | 48,362 | $1,274 萬 | 0.08% | +10,121+26.5% | 加碼 |
| Advisor Group Holdings, Inc. | 48,868 | $1,287 萬 | 0.02% | −1,228−2.5% | 減碼 |
| Burleson & Company, LLC | 49,039 | $1,291 萬 | 1.88% | −7,458−13.2% | 減碼 |
| Ithaka Group LLC | 49,296 | $1,298 萬 | 1.58% | −8,274−14.4% | 減碼 |
| STRS Ohio | 49,797 | $1,311 萬 | 0.05% | −2,807−5.3% | 減碼 |
| Maytus Capital Management, LLC | 50,000 | $1,317 萬 | 3.05% | −1,000−2.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $1,317 萬 | 0.15% | +50,000 | 新進 |
| Octahedron Capital Management L.P. | 50,000 | $1,317 萬 | 5.29% | +50,000 | 新進 |
| Flight Deck Capital, LP | 50,479 | $1,329 萬 | 6.24% | +50,479 | 新進 |
| Alberta Investment Management Corp | 52,036 | $1,370 萬 | 0.08% | +700+1.4% | 加碼 |
| Wolverine Trading, LLC | 51,706 | $1,372 萬 | 0.18% | +21,605+71.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,554 | $1,384 萬 | 0.07% | +6,000+12.9% | 加碼 |
| Mariner, LLC | 52,561 | $1,384 萬 | 0.06% | +3,513+7.2% | 加碼 |
| Aviva PLC | 52,612 | $1,386 萬 | 0.06% | +1,798+3.5% | 加碼 |
| Millennium Management LLC | 53,135 | $1,399 萬 | 0.02% | −16,089−23.2% | 減碼 |
| Nordea Investment Management AB | 52,480 | $1,412 萬 | 0.02% | +43,809+505.2% | 加碼 |
| AO Asset Management, LP | 55,063 | $1,450 萬 | 1.41% | −43,172−43.9% | 減碼 |
| EULAV Asset Management | 56,000 | $1,469 萬 | 0.37% | −220.0% | 減碼 |
| Forte Capital LLC | 55,896 | $1,472 萬 | 1.86% | −2,125−3.7% | 減碼 |
| Cerity Partners LLC | 56,163 | $1,479 萬 | 0.23% | +8,768+18.5% | 加碼 |
| Royal London Asset Management Ltd | 57,603 | $1,517 萬 | 0.06% | +386+0.7% | 加碼 |
| Quadrature Capital Ltd | 57,694 | $1,520 萬 | 0.80% | −68,749−54.4% | 減碼 |
| Allen Investment Management LLC | 58,504 | $1,541 萬 | 0.19% | 00.0% | 不變 |
| Vista Equity Partners Management, LLC | 59,247 | $1,560 萬 | 0.12% | +1,020+1.8% | 加碼 |
| Formula Growth Ltd | 59,418 | $1,565 萬 | 2.78% | +9,839+19.8% | 加碼 |
| Melqart Asset Management (UK) Ltd | 60,559 | $1,595 萬 | 0.90% | −43,748−41.9% | 減碼 |
| Commonwealth Equity Services, LLC | 60,576 | $1,595 萬 | 0.04% | +13,961+29.9% | 加碼 |
| Aureus Asset Management, LLC | 62,414 | $1,644 萬 | 1.01% | +5,866+10.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,148 | $1,656 萬 | 0.07% | +4,401+7.5% | 加碼 |
| Storebrand Asset Management AS | 63,455 | $1,671 萬 | 0.07% | −5,025−7.3% | 減碼 |
| ThornTree Capital Partners LP | 65,681 | $1,730 萬 | 3.35% | +7,168+12.3% | 加碼 |
| JS Capital Management LLC | 66,000 | $1,738 萬 | 0.79% | +36,000+120.0% | 加碼 |
| London & Capital Asset Management Ltd | 66,443 | $1,750 萬 | 1.07% | +13,914+26.5% | 加碼 |
| Voloridge Investment Management, LLC | 67,532 | $1,778 萬 | 0.10% | +67,532 | 新進 |
| First Republic Investment Management, Inc. | 67,822 | $1,786 萬 | 0.04% | −47,940−41.4% | 減碼 |
| Zweig-DiMenna Associates LLC | 69,600 | $1,833 萬 | 1.48% | −2,164−3.0% | 減碼 |
| Ieq Capital, LLC | 69,619 | $1,833 萬 | 0.42% | +25,775+58.8% | 加碼 |
| One01 Capital, LP | 70,150 | $1,847 萬 | 7.54% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 72,058 | $1,898 萬 | 3.11% | +2,722+3.9% | 加碼 |
| NN Investment Partners Holdings N.V. | 72,984 | $1,922 萬 | 0.10% | +30,204+70.6% | 加碼 |
| Cutler Group LP | 73,212 | $1,928 萬 | 1.32% | +23,529+47.4% | 加碼 |
| Kore Private Wealth LLC | 73,637 | $1,939 萬 | 2.36% | −9,923−11.9% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 74,701 | $1,967 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 74,939 | $1,973 萬 | 0.14% | +74,939 | 新進 |
| Junson Asset Management (Hong Kong) Ltd | 75,181 | $1,980 萬 | 4.89% | −16,200−17.7% | 減碼 |
| Aristotle Atlantic Partners, LLC | 76,769 | $2,022 萬 | 1.17% | +531+0.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 76,935 | $2,026 萬 | 0.18% | 00.0% | 不變 |