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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 174,000 | $4,582 萬 | 3.85% | 00.0% | 不變 |
| Jeneq Management, LP | 170,400 | $4,487 萬 | 9.03% | −19,900−10.5% | 減碼 |
| Wellington Management Group LLP | 169,755 | $4,470 萬 | 0.01% | +83,673+97.2% | 加碼 |
| UBS Group AG | 167,643 | $4,415 萬 | 0.02% | +39,470+30.8% | 加碼 |
| Clearbridge Investments, LLC | 165,896 | $4,369 萬 | 0.03% | +68,396+70.1% | 加碼 |
| Renaissance Technologies LLC | 159,195 | $4,192 萬 | 0.05% | −91,600−36.5% | 減碼 |
| Ensign Peak Advisors, Inc | 153,643 | $4,046 萬 | 0.08% | −26,824−14.9% | 減碼 |
| Susquehanna International Group, LLP | 152,375 | $4,013 萬 | 0.06% | −379,452−71.3% | 減碼 |
| Great West Life Assurance Co | 151,525 | $3,983 萬 | 0.08% | −2,287−1.5% | 減碼 |
| Rhumbline Advisers | 150,902 | $3,974 萬 | 0.05% | +3,497+2.4% | 加碼 |
| Calamos Advisors LLC | 142,684 | $3,757 萬 | 0.15% | +5,879+4.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 141,061 | $3,715 萬 | 0.45% | +35,375+33.5% | 加碼 |
| Titan Global Capital Management USA LLC | 127,542 | $3,359 萬 | 5.56% | +58,722+85.3% | 加碼 |
| Whetstone Capital Advisors, LLC | 125,019 | $3,292 萬 | 6.80% | +160+0.1% | 加碼 |
| Scout Investments, Inc. | 124,919 | $3,290 萬 | 0.48% | −35,743−22.2% | 減碼 |
| Twin Tree Management, LP | 124,760 | $3,285 萬 | 0.80% | +110,110+751.6% | 加碼 |
| Bank of Montreal | 121,965 | $3,240 萬 | 0.02% | −47,185−27.9% | 減碼 |
| Alliancebernstein L.P. | 123,012 | $3,239 萬 | 0.01% | −415,836−77.2% | 減碼 |
| Neuberger Berman Group LLC | 123,287 | $3,237 萬 | 0.03% | −65,826−34.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 122,200 | $3,218 萬 | 0.19% | +3,100+2.6% | 加碼 |
| Nomura Holdings Inc | 120,271 | $3,171 萬 | 0.18% | +120,022+48,201.6% | 加碼 |
| Harbor Spring Capital, LLC | 118,000 | $3,107 萬 | 4.36% | +30,070+34.2% | 加碼 |
| PointState Capital LP | 117,819 | $3,103 萬 | 0.96% | +117,819 | 新進 |
| Meritech Capital Associates VI L.L.C. | 117,658 | $3,098 萬 | 14.08% | +117,658 | 新進 |
| Railway Pension Investments Ltd | 117,127 | $3,084 萬 | 0.23% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 119,564 | $3,083 萬 | 0.11% | +2,117+1.8% | 加碼 |
| State of Wisconsin Investment Board | 114,788 | $3,023 萬 | 0.06% | +7,544+7.0% | 加碼 |
| Riverbridge Partners LLC | 109,768 | $2,891 萬 | 0.29% | +109,768 | 新進 |
| Stony Point Capital LLC | 109,474 | $2,883 萬 | 5.40% | +37,150+51.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 105,898 | $2,789 萬 | 0.06% | −754−0.7% | 減碼 |
| Public Employees Retirement System of Ohio | 102,898 | $2,710 萬 | 0.09% | −2,847−2.7% | 減碼 |
| Alpha Family Trust | 102,825 | $2,708 萬 | 8.89% | +46,355+82.1% | 加碼 |
| Citadel Advisors LLC | 101,427 | $2,671 萬 | 0.03% | −409,534−80.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 98,013 | $2,581 萬 | 0.07% | +2,340+2.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 95,583 | $2,517 萬 | 0.31% | +34,071+55.4% | 加碼 |
| Stifel Financial Corp | 95,212 | $2,507 萬 | 0.03% | +22,053+30.1% | 加碼 |
| Bares Capital Management, Inc. | 92,822 | $2,444 萬 | 0.49% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 92,269 | $2,430 萬 | 0.03% | −210,139−69.5% | 減碼 |
| LPL Financial LLC | 90,985 | $2,396 萬 | 0.02% | −7,403−7.5% | 減碼 |
| Toronado Partners, LLC | 87,557 | $2,306 萬 | 7.34% | +37,000+73.2% | 加碼 |
| TimesSquare Capital Management, LLC | 84,700 | $2,231 萬 | 0.20% | −16,209−16.1% | 減碼 |
| Makena Capital Management LLC | 84,645 | $2,229 萬 | 2.52% | +29,920+54.7% | 加碼 |
| SEI Investments Co | 82,329 | $2,180 萬 | 0.04% | −12,307−13.0% | 減碼 |
| Ashford Capital Management Inc | 82,339 | $2,168 萬 | 2.16% | −7,440−8.3% | 減碼 |
| Marsico Capital Management LLC | 81,857 | $2,156 萬 | 0.63% | −57,151−41.1% | 減碼 |
| Truist Financial Corp | 81,679 | $2,151 萬 | 0.03% | +12,509+18.1% | 加碼 |
| Treasurer of the State of North Carolina | 81,629 | $2,150 萬 | 0.11% | −1,030−1.2% | 減碼 |
| Natixis | 79,961 | $2,106 萬 | 0.07% | +7,242+10.0% | 加碼 |
| Group One Trading, L.P. | 78,623 | $2,071 萬 | 0.39% | +27,950+55.2% | 加碼 |
| Liontrust Investment Partners LLP | 77,888 | $2,051 萬 | 0.24% | −22,500−22.4% | 減碼 |
| Arthedge Capital Management, LLC | 77,690 | $2,046 萬 | 9.79% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 76,935 | $2,026 萬 | 0.18% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 76,769 | $2,022 萬 | 1.17% | +531+0.7% | 加碼 |
| Junson Asset Management (Hong Kong) Ltd | 75,181 | $1,980 萬 | 4.89% | −16,200−17.7% | 減碼 |
| CWM, LLC | 74,939 | $1,973 萬 | 0.14% | +74,939 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 74,701 | $1,967 萬 | 0.04% | 00.0% | 不變 |
| Kore Private Wealth LLC | 73,637 | $1,939 萬 | 2.36% | −9,923−11.9% | 減碼 |
| Cutler Group LP | 73,212 | $1,928 萬 | 1.32% | +23,529+47.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 72,984 | $1,922 萬 | 0.10% | +30,204+70.6% | 加碼 |
| Vista Wealth Management Group, LLC | 72,058 | $1,898 萬 | 3.11% | +2,722+3.9% | 加碼 |
| One01 Capital, LP | 70,150 | $1,847 萬 | 7.54% | 00.0% | 不變 |
| Ieq Capital, LLC | 69,619 | $1,833 萬 | 0.42% | +25,775+58.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 69,600 | $1,833 萬 | 1.48% | −2,164−3.0% | 減碼 |
| First Republic Investment Management, Inc. | 67,822 | $1,786 萬 | 0.04% | −47,940−41.4% | 減碼 |
| Voloridge Investment Management, LLC | 67,532 | $1,778 萬 | 0.10% | +67,532 | 新進 |
| London & Capital Asset Management Ltd | 66,443 | $1,750 萬 | 1.07% | +13,914+26.5% | 加碼 |
| JS Capital Management LLC | 66,000 | $1,738 萬 | 0.79% | +36,000+120.0% | 加碼 |
| ThornTree Capital Partners LP | 65,681 | $1,730 萬 | 3.35% | +7,168+12.3% | 加碼 |
| Storebrand Asset Management AS | 63,455 | $1,671 萬 | 0.07% | −5,025−7.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,148 | $1,656 萬 | 0.07% | +4,401+7.5% | 加碼 |
| Aureus Asset Management, LLC | 62,414 | $1,644 萬 | 1.01% | +5,866+10.4% | 加碼 |
| Commonwealth Equity Services, LLC | 60,576 | $1,595 萬 | 0.04% | +13,961+29.9% | 加碼 |
| Melqart Asset Management (UK) Ltd | 60,559 | $1,595 萬 | 0.90% | −43,748−41.9% | 減碼 |
| Formula Growth Ltd | 59,418 | $1,565 萬 | 2.78% | +9,839+19.8% | 加碼 |
| Vista Equity Partners Management, LLC | 59,247 | $1,560 萬 | 0.12% | +1,020+1.8% | 加碼 |
| Allen Investment Management LLC | 58,504 | $1,541 萬 | 0.19% | 00.0% | 不變 |
| Quadrature Capital Ltd | 57,694 | $1,520 萬 | 0.80% | −68,749−54.4% | 減碼 |
| Royal London Asset Management Ltd | 57,603 | $1,517 萬 | 0.06% | +386+0.7% | 加碼 |
| Cerity Partners LLC | 56,163 | $1,479 萬 | 0.23% | +8,768+18.5% | 加碼 |
| Forte Capital LLC | 55,896 | $1,472 萬 | 1.86% | −2,125−3.7% | 減碼 |
| EULAV Asset Management | 56,000 | $1,469 萬 | 0.37% | −220.0% | 減碼 |
| AO Asset Management, LP | 55,063 | $1,450 萬 | 1.41% | −43,172−43.9% | 減碼 |
| Nordea Investment Management AB | 52,480 | $1,412 萬 | 0.02% | +43,809+505.2% | 加碼 |
| Millennium Management LLC | 53,135 | $1,399 萬 | 0.02% | −16,089−23.2% | 減碼 |
| Aviva PLC | 52,612 | $1,386 萬 | 0.06% | +1,798+3.5% | 加碼 |
| Mariner, LLC | 52,561 | $1,384 萬 | 0.06% | +3,513+7.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,554 | $1,384 萬 | 0.07% | +6,000+12.9% | 加碼 |
| Wolverine Trading, LLC | 51,706 | $1,372 萬 | 0.18% | +21,605+71.8% | 加碼 |
| Alberta Investment Management Corp | 52,036 | $1,370 萬 | 0.08% | +700+1.4% | 加碼 |
| Flight Deck Capital, LP | 50,479 | $1,329 萬 | 6.24% | +50,479 | 新進 |
| 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 |
| STRS Ohio | 49,797 | $1,311 萬 | 0.05% | −2,807−5.3% | 減碼 |
| Ithaka Group LLC | 49,296 | $1,298 萬 | 1.58% | −8,274−14.4% | 減碼 |
| Burleson & Company, LLC | 49,039 | $1,291 萬 | 1.88% | −7,458−13.2% | 減碼 |
| Advisor Group Holdings, Inc. | 48,868 | $1,287 萬 | 0.02% | −1,228−2.5% | 減碼 |
| Capitolis Advisors LLC | 48,362 | $1,274 萬 | 0.08% | +10,121+26.5% | 加碼 |
| Parallel Advisors, LLC | 48,161 | $1,268 萬 | 0.47% | +13,935+40.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 47,481 | $1,250 萬 | 0.03% | +11,467+31.8% | 加碼 |