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。
2022 年第 1 季 13F 持有人
Twilio Inc 在 2022/3/31 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
- 872
- 較 2021 年第 4 季 −70 家
- 持有股數
- 1.43 億
- 較 2021 年第 4 季 −150.3 萬 (−1.0%)
- 總市值
- $235.1 億
- 較 2021 年第 4 季 −$142.9 億 (−37.8%)
- 新進機構
- 113
- 另有 393 家加碼
- 清倉機構
- 183
- 另有 267 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,121,939 | $21.6 億 | 0.05% | +2,678,049+25.6% | 加碼 |
| FMR LLC | 10,600,007 | $17.5 億 | 0.14% | +4,214,101+66.0% | 加碼 |
| BlackRock Inc. | 9,452,676 | $15.6 億 | 0.04% | +323,365+3.5% | 加碼 |
| Price T Rowe Associates Inc | 7,598,145 | $12.5 億 | 0.13% | −206,193−2.6% | 減碼 |
| Baillie Gifford & Co | 6,189,110 | $10.2 億 | 0.72% | −266,958−4.1% | 減碼 |
| Sands Capital Management, LLC | 5,188,223 | $8.55 億 | 1.97% | −506,502−8.9% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 5,021,261 | $8.28 億 | 3.46% | +962,047+23.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,204,710 | $6.93 億 | 0.46% | +770,655+22.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,755,024 | $6.20 億 | 4.55% | +770,512+25.8% | 加碼 |
| State Street Corp | 3,565,627 | $5.88 億 | 0.03% | +12,799+0.4% | 加碼 |
| Janus Henderson Group PLC | 3,516,814 | $5.80 億 | 0.28% | +347,920+11.0% | 加碼 |
| Jennison Associates LLC | 2,822,772 | $4.65 億 | 0.34% | −113,897−3.9% | 減碼 |
| Matrix Capital Management Company, LP | 2,617,549 | $4.31 億 | 5.18% | +772,013+41.8% | 加碼 |
| Generation Investment Management LLP | 2,486,565 | $4.10 億 | 1.88% | +2,298,587+1,222.8% | 加碼 |
| Morgan Stanley | 2,169,728 | $3.58 億 | 0.05% | −7,389,137−77.3% | 減碼 |
| Franklin Resources Inc | 2,070,461 | $3.41 億 | 0.14% | −912,885−30.6% | 減碼 |
| Bank of New York Mellon Corp | 2,060,925 | $3.40 億 | 0.07% | +234,765+12.9% | 加碼 |
| Geode Capital Management, LLC | 1,651,267 | $2.72 億 | 0.03% | +27,427+1.7% | 加碼 |
| Pictet Asset Management SA | 1,535,882 | $2.53 億 | 0.29% | +748,174+95.0% | 加碼 |
| JPMorgan Chase & Co | 1,454,372 | $2.40 億 | 0.03% | +150,395+11.5% | 加碼 |
| Norges Bank | 1,413,912 | $2.33 億 | 0.05% | −46,844−3.2% | 減碼 |
| Bank of America Corp | 1,333,507 | $2.20 億 | 0.02% | +209,188+18.6% | 加碼 |
| Scge Management, L.P. | 1,324,264 | $2.18 億 | 3.37% | −723,000−35.3% | 減碼 |
| Flossbach Von Storch AG | 1,219,000 | $2.01 億 | 0.56% | +1,219,000 | 新進 |
| Renaissance Technologies LLC | 1,163,695 | $1.92 億 | 0.23% | +1,004,500+631.0% | 加碼 |
| Northern Trust Corp | 1,061,151 | $1.75 億 | 0.03% | −5,418−0.5% | 減碼 |
| Legal & General Group Plc | 1,039,736 | $1.71 億 | 0.05% | +100,912+10.7% | 加碼 |
| Goldman Sachs Group Inc | 980,878 | $1.62 億 | 0.04% | +223,834+29.6% | 加碼 |
| Swedbank AB | 911,837 | $1.50 億 | 0.28% | +481,102+111.7% | 加碼 |
| Invesco Ltd. | 871,560 | $1.44 億 | 0.04% | −11,723−1.3% | 減碼 |
| Two Sigma Investments, LP | 861,439 | $1.42 億 | 0.43% | +854,533+12,373.8% | 加碼 |
| Alkeon Capital Management LLC | 818,495 | $1.35 億 | 0.61% | −68,777−7.8% | 減碼 |
| Atreides Management, LP | 805,081 | $1.33 億 | 4.73% | +145,728+22.1% | 加碼 |
| UBS Asset Management Americas Inc | 799,537 | $1.32 億 | 0.06% | +73,493+10.1% | 加碼 |
| Swiss National Bank | 729,660 | $1.20 億 | 0.07% | +95,100+15.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 715,000 | $1.18 億 | 11.00% | +190,000+36.2% | 加碼 |
| Nuveen Asset Management, LLC | 741,974 | $1.17 億 | 0.04% | −1,412,852−65.6% | 減碼 |
| Susquehanna International Group, LLP | 694,398 | $1.14 億 | 0.17% | +542,023+355.7% | 加碼 |
| Deutsche Bank AG | 637,212 | $1.05 億 | 0.05% | +38,012+6.3% | 加碼 |
| Eaton Vance Management | 602,602 | $9,932 萬 | 0.11% | +25,416+4.4% | 加碼 |
| Amundi | 647,854 | $9,885 萬 | 0.07% | +78,129+13.7% | 加碼 |
| Polar Capital Holdings Plc | 554,902 | $9,145 萬 | 0.54% | +258,669+87.3% | 加碼 |
| First Trust Advisors LP | 550,791 | $9,078 萬 | 0.09% | +120,525+28.0% | 加碼 |
| Wells Fargo & Company | 542,620 | $8,943 萬 | 0.02% | +186,963+52.6% | 加碼 |
| Blair William & Co | 538,263 | $8,871 萬 | 0.31% | +97,384+22.1% | 加碼 |
| Charles Schwab Investment Management Inc | 511,339 | $8,427 萬 | 0.03% | +15,300+3.1% | 加碼 |
| New York State Common Retirement Fund | 509,116 | $8,391 萬 | 0.09% | +179,317+54.4% | 加碼 |
| TCW Group Inc | 499,866 | $8,238 萬 | 0.79% | +93,888+23.1% | 加碼 |
| Fred Alger Management, LLC | 482,186 | $7,947 萬 | 0.25% | −215,742−30.9% | 減碼 |
| Russell Investments Group, Ltd. | 474,795 | $7,831 萬 | 0.14% | +105,384+28.5% | 加碼 |
| Banco Santander, S.A. | 450,531 | $7,425 萬 | 0.80% | +60,309+15.5% | 加碼 |
| Two Sigma Advisers, LP | 445,697 | $7,346 萬 | 0.20% | +445,697 | 新進 |
| Steadview Capital Management LLC | 387,907 | $6,393 萬 | 9.06% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 386,042 | $6,362 萬 | 14.06% | +6,431+1.7% | 加碼 |
| TD Asset Management Inc | 381,943 | $6,295 萬 | 0.06% | −244,611−39.0% | 減碼 |
| XN LP | 368,171 | $6,068 萬 | 4.87% | +368,171 | 新進 |
| Jackson Square Partners, LLC | 352,530 | $5,810 萬 | 0.58% | −240,283−40.5% | 減碼 |
| Royal Bank of Canada | 350,347 | $5,774 萬 | 0.02% | −621,587−64.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 347,395 | $5,725 萬 | 1.54% | −17,802−4.9% | 減碼 |
| Bamco Inc | 346,796 | $5,716 萬 | 0.14% | +6,428+1.9% | 加碼 |
| DF Dent & Co Inc | 343,464 | $5,661 萬 | 0.65% | −4,063−1.2% | 減碼 |
| Voloridge Investment Management, LLC | 342,852 | $5,651 萬 | 0.32% | +275,320+407.7% | 加碼 |
| Ameriprise Financial Inc | 335,673 | $5,516 萬 | 0.02% | −266,291−44.2% | 減碼 |
| Parametric Portfolio Associates LLC | 329,651 | $5,433 萬 | 0.03% | +42,551+14.8% | 加碼 |
| Personal Capital Advisors Corp | 316,477 | $5,216 萬 | 0.24% | +115,283+57.3% | 加碼 |
| California Public Employees Retirement System | 300,704 | $4,956 萬 | 0.04% | −23,104−7.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 298,164 | $4,914 萬 | 0.11% | −3,679−1.2% | 減碼 |
| Credit Suisse AG | 286,887 | $4,728 萬 | 0.04% | +80,226+38.8% | 加碼 |
| California State Teachers Retirement System | 284,396 | $4,687 萬 | 0.06% | −15,016−5.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 281,062 | $4,632 萬 | 0.06% | −167,667−37.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 277,949 | $4,581 萬 | 0.06% | +185,680+201.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 277,687 | $4,577 萬 | 0.09% | +230,206+484.8% | 加碼 |
| Bessemer Group Inc | 277,480 | $4,573 萬 | 0.10% | +12,820+4.8% | 加碼 |
| Man Group plc | 276,806 | $4,562 萬 | 0.16% | +257,211+1,312.6% | 加碼 |
| Stockbridge Partners LLC | 272,698 | $4,494 萬 | 0.97% | +63,800+30.5% | 加碼 |
| Walleye Trading LLC | 267,214 | $4,404 萬 | 0.90% | −2,662−1.0% | 減碼 |
| Dimensional Fund Advisors LP | 265,429 | $4,377 萬 | 0.01% | +48,552+22.4% | 加碼 |
| Allianz Asset Management GmbH | 259,519 | $4,277 萬 | 0.03% | −1,798,242−87.4% | 減碼 |
| National Pension Service | 247,206 | $4,074 萬 | 0.07% | +18,713+8.2% | 加碼 |
| HSBC Holdings PLC | 242,766 | $4,025 萬 | 0.06% | −288,409−54.3% | 減碼 |
| American Century Companies Inc | 242,939 | $4,004 萬 | 0.03% | −59,148−19.6% | 減碼 |
| Envestnet Asset Management Inc | 239,390 | $3,945 萬 | 0.02% | +40,793+20.5% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 236,424 | $3,897 萬 | 2.31% | −333,689−58.5% | 減碼 |
| AXA S.A. | 236,268 | $3,894 萬 | 0.11% | +34,286+17.0% | 加碼 |
| La Financiere de L'Echiquier | 224,096 | $3,693 萬 | 1.52% | +15,350+7.4% | 加碼 |
| Glynn Capital Management LLC | 215,371 | $3,550 萬 | 4.77% | +13,362+6.6% | 加碼 |
| UBS Group AG | 209,961 | $3,460 萬 | 0.01% | +42,318+25.2% | 加碼 |
| Harbor Spring Capital, LLC | 203,217 | $3,349 萬 | 5.74% | +85,217+72.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 193,962 | $3,197 萬 | 0.06% | −410−0.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 193,395 | $3,187 萬 | 0.07% | −80,885−29.5% | 減碼 |
| Toronado Partners, LLC | 191,537 | $3,157 萬 | 9.29% | +103,980+118.8% | 加碼 |
| KPCB XV Associates, LLC | 190,047 | $3,132 萬 | 40.53% | +1,887+1.0% | 加碼 |
| Peregrine Capital Management LLC | 189,697 | $3,126 萬 | 0.74% | +6,141+3.3% | 加碼 |
| Pacific Heights Asset Management LLC | 189,000 | $3,115 萬 | 2.66% | +15,000+8.6% | 加碼 |
| Barclays PLC | 182,507 | $3,008 萬 | 0.02% | −83,546−31.4% | 減碼 |
| Railway Pension Investments Ltd | 182,227 | $3,003 萬 | 0.23% | +65,100+55.6% | 加碼 |
| Bares Capital Management, Inc. | 180,322 | $2,972 萬 | 0.69% | +87,500+94.3% | 加碼 |
| Quadrature Capital Ltd | 170,287 | $2,808 萬 | 1.13% | +112,593+195.2% | 加碼 |
| Calamos Advisors LLC | 168,529 | $2,778 萬 | 0.11% | +25,845+18.1% | 加碼 |
| SQN Investors LP | 167,697 | $2,764 萬 | 3.10% | −180,392−51.8% | 減碼 |