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 |
|---|---|---|---|---|---|
| Arthedge Capital Management, LLC | 77,690 | $2,046 萬 | 9.79% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 77,888 | $2,051 萬 | 0.24% | −22,500−22.4% | 減碼 |
| Group One Trading, L.P. | 78,623 | $2,071 萬 | 0.39% | +27,950+55.2% | 加碼 |
| Natixis | 79,961 | $2,106 萬 | 0.07% | +7,242+10.0% | 加碼 |
| Treasurer of the State of North Carolina | 81,629 | $2,150 萬 | 0.11% | −1,030−1.2% | 減碼 |
| Truist Financial Corp | 81,679 | $2,151 萬 | 0.03% | +12,509+18.1% | 加碼 |
| Marsico Capital Management LLC | 81,857 | $2,156 萬 | 0.63% | −57,151−41.1% | 減碼 |
| Ashford Capital Management Inc | 82,339 | $2,168 萬 | 2.16% | −7,440−8.3% | 減碼 |
| SEI Investments Co | 82,329 | $2,180 萬 | 0.04% | −12,307−13.0% | 減碼 |
| Makena Capital Management LLC | 84,645 | $2,229 萬 | 2.52% | +29,920+54.7% | 加碼 |
| TimesSquare Capital Management, LLC | 84,700 | $2,231 萬 | 0.20% | −16,209−16.1% | 減碼 |
| Toronado Partners, LLC | 87,557 | $2,306 萬 | 7.34% | +37,000+73.2% | 加碼 |
| LPL Financial LLC | 90,985 | $2,396 萬 | 0.02% | −7,403−7.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 92,269 | $2,430 萬 | 0.03% | −210,139−69.5% | 減碼 |
| Bares Capital Management, Inc. | 92,822 | $2,444 萬 | 0.49% | 00.0% | 不變 |
| Stifel Financial Corp | 95,212 | $2,507 萬 | 0.03% | +22,053+30.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 95,583 | $2,517 萬 | 0.31% | +34,071+55.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 98,013 | $2,581 萬 | 0.07% | +2,340+2.4% | 加碼 |
| Citadel Advisors LLC | 101,427 | $2,671 萬 | 0.03% | −409,534−80.1% | 減碼 |
| Alpha Family Trust | 102,825 | $2,708 萬 | 8.89% | +46,355+82.1% | 加碼 |
| Public Employees Retirement System of Ohio | 102,898 | $2,710 萬 | 0.09% | −2,847−2.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 105,898 | $2,789 萬 | 0.06% | −754−0.7% | 減碼 |
| Stony Point Capital LLC | 109,474 | $2,883 萬 | 5.40% | +37,150+51.4% | 加碼 |
| Riverbridge Partners LLC | 109,768 | $2,891 萬 | 0.29% | +109,768 | 新進 |
| State of Wisconsin Investment Board | 114,788 | $3,023 萬 | 0.06% | +7,544+7.0% | 加碼 |
| Asset Management One Co.,Ltd. | 119,564 | $3,083 萬 | 0.11% | +2,117+1.8% | 加碼 |
| Railway Pension Investments Ltd | 117,127 | $3,084 萬 | 0.23% | 00.0% | 不變 |
| Meritech Capital Associates VI L.L.C. | 117,658 | $3,098 萬 | 14.08% | +117,658 | 新進 |
| PointState Capital LP | 117,819 | $3,103 萬 | 0.96% | +117,819 | 新進 |
| Harbor Spring Capital, LLC | 118,000 | $3,107 萬 | 4.36% | +30,070+34.2% | 加碼 |
| Nomura Holdings Inc | 120,271 | $3,171 萬 | 0.18% | +120,022+48,201.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 122,200 | $3,218 萬 | 0.19% | +3,100+2.6% | 加碼 |
| Neuberger Berman Group LLC | 123,287 | $3,237 萬 | 0.03% | −65,826−34.8% | 減碼 |
| Alliancebernstein L.P. | 123,012 | $3,239 萬 | 0.01% | −415,836−77.2% | 減碼 |
| Bank of Montreal | 121,965 | $3,240 萬 | 0.02% | −47,185−27.9% | 減碼 |
| Twin Tree Management, LP | 124,760 | $3,285 萬 | 0.80% | +110,110+751.6% | 加碼 |
| Scout Investments, Inc. | 124,919 | $3,290 萬 | 0.48% | −35,743−22.2% | 減碼 |
| Whetstone Capital Advisors, LLC | 125,019 | $3,292 萬 | 6.80% | +160+0.1% | 加碼 |
| Titan Global Capital Management USA LLC | 127,542 | $3,359 萬 | 5.56% | +58,722+85.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 141,061 | $3,715 萬 | 0.45% | +35,375+33.5% | 加碼 |
| Calamos Advisors LLC | 142,684 | $3,757 萬 | 0.15% | +5,879+4.3% | 加碼 |
| Rhumbline Advisers | 150,902 | $3,974 萬 | 0.05% | +3,497+2.4% | 加碼 |
| Great West Life Assurance Co | 151,525 | $3,983 萬 | 0.08% | −2,287−1.5% | 減碼 |
| Susquehanna International Group, LLP | 152,375 | $4,013 萬 | 0.06% | −379,452−71.3% | 減碼 |
| Ensign Peak Advisors, Inc | 153,643 | $4,046 萬 | 0.08% | −26,824−14.9% | 減碼 |
| Renaissance Technologies LLC | 159,195 | $4,192 萬 | 0.05% | −91,600−36.5% | 減碼 |
| Clearbridge Investments, LLC | 165,896 | $4,369 萬 | 0.03% | +68,396+70.1% | 加碼 |
| UBS Group AG | 167,643 | $4,415 萬 | 0.02% | +39,470+30.8% | 加碼 |
| Wellington Management Group LLP | 169,755 | $4,470 萬 | 0.01% | +83,673+97.2% | 加碼 |
| Jeneq Management, LP | 170,400 | $4,487 萬 | 9.03% | −19,900−10.5% | 減碼 |
| Pacific Heights Asset Management LLC | 174,000 | $4,582 萬 | 3.85% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 183,556 | $4,834 萬 | 0.97% | +73,445+66.7% | 加碼 |
| Raymond James & Associates | 183,641 | $4,836 萬 | 0.04% | −2,235−1.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 186,176 | $4,903 萬 | 0.47% | +90,535+94.7% | 加碼 |
| Generation Investment Management LLP | 187,978 | $4,950 萬 | 0.20% | +4,651+2.5% | 加碼 |
| KPCB XV Associates, LLC | 188,160 | $4,955 萬 | 39.09% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 194,372 | $5,119 萬 | 0.09% | +6,331+3.4% | 加碼 |
| Citigroup Inc | 194,468 | $5,121 萬 | 0.05% | −20,009−9.3% | 減碼 |
| Envestnet Asset Management Inc | 198,597 | $5,230 萬 | 0.03% | +53,974+37.3% | 加碼 |
| Personal Capital Advisors Corp | 201,194 | $5,308 萬 | 0.24% | −6,824−3.3% | 減碼 |
| AXA S.A. | 201,982 | $5,319 萬 | 0.14% | +5,601+2.9% | 加碼 |
| Glynn Capital Management LLC | 202,009 | $5,320 萬 | 5.67% | +28,695+16.6% | 加碼 |
| Bank of Nova Scotia | 202,923 | $5,344 萬 | 0.08% | +120,541+146.3% | 加碼 |
| Assenagon Asset Management S.A. | 204,522 | $5,386 萬 | 0.20% | −226,542−52.6% | 減碼 |
| Westfield Capital Management Co LP | 205,646 | $5,416 萬 | 0.32% | −27,635−11.8% | 減碼 |
| Credit Suisse AG | 206,661 | $5,442 萬 | 0.04% | +4,520+2.2% | 加碼 |
| La Financiere de L'Echiquier | 208,746 | $5,497 萬 | 1.85% | +49,118+30.8% | 加碼 |
| Stockbridge Partners LLC | 208,898 | $5,501 萬 | 1.11% | +208,898 | 新進 |
| Alyeska Investment Group, L.P. | 210,630 | $5,547 萬 | 0.64% | +200,676+2,016.0% | 加碼 |
| Macquarie Group Ltd | 213,082 | $5,611 萬 | 0.05% | −76,147−26.3% | 減碼 |
| Dimensional Fund Advisors LP | 216,877 | $5,711 萬 | 0.02% | +9,675+4.7% | 加碼 |
| National Pension Service | 228,493 | $6,017 萬 | 0.10% | +32,939+16.8% | 加碼 |
| Dorsal Capital Management, LLC | 230,000 | $6,057 萬 | 3.56% | −95,000−29.2% | 減碼 |
| Jane Street Group, LLC | 261,244 | $6,880 萬 | 0.13% | +154,982+145.8% | 加碼 |
| Bessemer Group Inc | 264,660 | $6,970 萬 | 0.14% | +439+0.2% | 加碼 |
| Barclays PLC | 266,053 | $7,006 萬 | 0.04% | +40,244+17.8% | 加碼 |
| Walleye Trading LLC | 269,876 | $7,107 萬 | 1.15% | +149,946+125.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 274,280 | $7,236 萬 | 0.15% | +35,449+14.8% | 加碼 |
| Parametric Portfolio Associates LLC | 287,100 | $7,561 萬 | 0.04% | −28,033−8.9% | 減碼 |
| Polar Capital Holdings Plc | 296,233 | $7,801 萬 | 0.40% | −56,032−15.9% | 減碼 |
| California State Teachers Retirement System | 299,412 | $7,885 萬 | 0.09% | +14,364+5.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 301,843 | $7,949 萬 | 0.17% | +20,512+7.3% | 加碼 |
| American Century Companies Inc | 302,087 | $7,955 萬 | 0.05% | +1,233+0.4% | 加碼 |
| California Public Employees Retirement System | 323,808 | $8,527 萬 | 0.06% | −11,639−3.5% | 減碼 |
| New York State Common Retirement Fund | 329,799 | $8,685 萬 | 0.09% | +5,979+1.8% | 加碼 |
| Bamco Inc | 340,368 | $8,963 萬 | 0.19% | +21,510+6.7% | 加碼 |
| Capital Research Global Investors | 347,019 | $9,138 萬 | 0.02% | +286,268+471.2% | 加碼 |
| DF Dent & Co Inc | 347,527 | $9,152 萬 | 0.92% | +60,921+21.3% | 加碼 |
| SQN Investors LP | 348,089 | $9,167 萬 | 6.00% | −101,713−22.6% | 減碼 |
| Wells Fargo & Company | 355,657 | $9,366 萬 | 0.02% | −999,064−73.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 365,197 | $9,617 萬 | 2.00% | +68,581+23.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 366,053 | $9,640 萬 | 0.55% | −69,118−15.9% | 減碼 |
| Russell Investments Group, Ltd. | 369,411 | $9,731 萬 | 0.16% | +16,112+4.6% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 379,611 | $9,997 萬 | 17.29% | +370.0% | 加碼 |
| Steadview Capital Management LLC | 387,907 | $1.02 億 | 9.55% | +56,558+17.1% | 加碼 |
| Banco Santander, S.A. | 390,222 | $1.03 億 | 0.55% | +379,223+3,447.8% | 加碼 |
| TCW Group Inc | 405,978 | $1.07 億 | 0.88% | +99,762+32.6% | 加碼 |
| First Trust Advisors LP | 430,266 | $1.13 億 | 0.11% | −41,741−8.8% | 減碼 |
| Swedbank AB | 430,735 | $1.14 億 | 0.19% | +206,800+92.3% | 加碼 |
| Blair William & Co | 440,879 | $1.16 億 | 0.36% | +16,580+3.9% | 加碼 |