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。
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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 23,845 | $392.9 萬 | 0.01% | +2,883+13.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 24,325 | $400.9 萬 | 0.13% | +15,875+187.9% | 加碼 |
| First Washington CORP | 24,986 | $411.8 萬 | 1.66% | +11,981+92.1% | 加碼 |
| Employees Retirement System of Texas | 25,000 | $412.0 萬 | 0.05% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 25,158 | $414.6 萬 | 0.06% | +25,158 | 新進 |
| Vontobel Holding Ltd. | 24,664 | $415.9 萬 | 0.04% | +9,717+65.0% | 加碼 |
| DnB Asset Management AS | 25,800 | $425.2 萬 | 0.03% | +1,831+7.6% | 加碼 |
| Calamos Wealth Management LLC | 26,138 | $430.8 萬 | 0.32% | +925+3.7% | 加碼 |
| SG Americas Securities, LLC | 26,222 | $432.2 萬 | 0.04% | +25,659+4,557.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 26,377 | $434.7 萬 | 0.00% | +3,442+15.0% | 加碼 |
| Jump Financial, LLC | 26,700 | $440.0 萬 | 0.19% | +22,495+535.0% | 加碼 |
| Jacob Asset Management of New York LLC | 26,784 | $441.4 萬 | 2.68% | +1,591+6.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 27,076 | $446.2 萬 | 0.07% | −83−0.3% | 減碼 |
| IFM Investors Pty Ltd | 27,162 | $447.7 萬 | 0.07% | +6,154+29.3% | 加碼 |
| PEAK6 Investments LLC | 27,290 | $449.8 萬 | 0.13% | +27,290 | 新進 |
| Rockefeller Capital Management L.P. | 27,760 | $457.4 萬 | 0.02% | +6,610+31.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,842 | $458.9 萬 | 0.01% | −667−2.3% | 減碼 |
| Level Four Advisory Services, LLC | 28,125 | $463.5 萬 | 0.36% | +14,605+108.0% | 加碼 |
| Cinctive Capital Management LP | 28,278 | $466.0 萬 | 0.21% | +23,536+496.3% | 加碼 |
| TimesSquare Capital Management, LLC | 28,400 | $468.1 萬 | 0.05% | −56,300−66.5% | 減碼 |
| Granite Investment Partners, LLC | 28,490 | $469.5 萬 | 0.16% | −248−0.9% | 減碼 |
| Squarepoint Ops LLC | 28,618 | $471.7 萬 | 0.04% | +8,729+43.9% | 加碼 |
| Standard Life Aberdeen plc | 28,251 | $472.0 萬 | 0.01% | +5,559+24.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 28,681 | $472.7 萬 | 0.02% | −505−1.7% | 減碼 |
| Slow Capital, Inc. | 28,944 | $477.0 萬 | 0.89% | +16,980+141.9% | 加碼 |
| Handelsbanken Fonder AB | 29,111 | $479.8 萬 | 0.03% | −650−2.2% | 減碼 |
| Canada Pension Plan Investment Board | 29,168 | $480.8 萬 | 0.01% | −2,110−6.7% | 減碼 |
| Gateway Investment Advisers LLC | 29,277 | $482.5 萬 | 0.05% | +14,315+95.7% | 加碼 |
| One01 Capital, LP | 29,350 | $483.7 萬 | 1.97% | −40,800−58.2% | 減碼 |
| Utah Retirement Systems | 29,719 | $489.8 萬 | 0.07% | −500−1.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 29,892 | $492.6 萬 | 0.10% | +1,406+4.9% | 加碼 |
| Avalon Global Asset Management LLC | 30,000 | $494.4 萬 | 1.85% | 00.0% | 不變 |
| Firsthand Capital Management, Inc. | 30,000 | $494.4 萬 | 2.57% | 00.0% | 不變 |
| Raine Capital LLC | 30,000 | $494.4 萬 | 0.59% | 00.0% | 不變 |
| Voya Investment Management LLC | 30,245 | $498.5 萬 | 0.01% | −1,100−3.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 31,218 | $514.5 萬 | 0.02% | −2,650−7.8% | 減碼 |
| Creative Planning | 31,346 | $516.6 萬 | 0.01% | −2,738−8.0% | 減碼 |
| Forsta Ap-Fonden | 31,400 | $517.5 萬 | 0.06% | −4,600−12.8% | 減碼 |
| Citadel Advisors LLC | 31,568 | $520.3 萬 | 0.01% | −69,859−68.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 32,065 | $528.5 萬 | 0.12% | −4,593−12.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 32,061 | $528.6 萬 | 0.03% | −1,779−5.3% | 減碼 |
| Karani Asset Management LLC | 32,981 | $543.6 萬 | 2.94% | +13,664+70.7% | 加碼 |
| Teacher Retirement System of Texas | 33,999 | $560.3 萬 | 0.03% | +865+2.6% | 加碼 |
| Baird Financial Group, Inc. | 34,616 | $570.5 萬 | 0.01% | +3,374+10.8% | 加碼 |
| Balyasny Asset Management LLC | 34,710 | $572.1 萬 | 0.03% | +34,710 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 35,000 | $576.8 萬 | 0.14% | +31,609+932.1% | 加碼 |
| Marsico Capital Management LLC | 35,007 | $577.0 萬 | 0.20% | −46,850−57.2% | 減碼 |
| Nomura Asset Management Co Ltd | 35,035 | $577.4 萬 | 0.03% | +2,587+8.0% | 加碼 |
| HighTower Advisors, LLC | 35,265 | $580.9 萬 | 0.01% | −3,330−8.6% | 減碼 |
| Evolutionary Tree Capital Management, LLC | 36,254 | $597.5 萬 | 4.15% | −3,754−9.4% | 減碼 |
| Twin Tree Management, LP | 36,990 | $609.6 萬 | 0.12% | −87,770−70.4% | 減碼 |
| Lakehouse Capital Pty Ltd | 37,677 | $621.0 萬 | 4.03% | +37,677 | 新進 |
| Quantbot Technologies LP | 37,752 | $622.1 萬 | 0.54% | +15,810+72.1% | 加碼 |
| Xcel Wealth Management, LLC | 37,797 | $622.9 萬 | 1.71% | +4,148+12.3% | 加碼 |
| Occudo Quantitative Strategies LP | 38,270 | $630.7 萬 | 0.53% | +16,411+75.1% | 加碼 |
| Group One Trading, L.P. | 38,846 | $640.2 萬 | 0.14% | −39,777−50.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 39,799 | $655.9 萬 | 0.09% | +4,290+12.1% | 加碼 |
| Nicholas Company, Inc. | 40,462 | $666.9 萬 | 0.12% | +18,262+82.3% | 加碼 |
| Lord, Abbett & Co. LLC | 40,570 | $668.6 萬 | 0.02% | +2,392+6.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 40,785 | $672.1 萬 | 0.05% | +6,024+17.3% | 加碼 |
| USS Investment Management Ltd | 40,918 | $674.4 萬 | 0.06% | +3,575+9.6% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 41,000 | $675.7 萬 | 3.70% | +4,000+10.8% | 加碼 |
| Titleist Asset Management, Ltd. | 41,027 | $676.2 萬 | 1.38% | +1,672+4.2% | 加碼 |
| Geneva Capital Management LLC | 41,264 | $680.1 萬 | 0.13% | +19,414+88.9% | 加碼 |
| First Growth Investment Manager LP | 41,945 | $691.3 萬 | 7.06% | +4,600+12.3% | 加碼 |
| Lyell Wealth Management, LP | 42,398 | $698.8 萬 | 0.90% | +192+0.5% | 加碼 |
| Riverpark Capital Management LLC | 42,478 | $700.1 萬 | 3.89% | +10,695+33.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 42,600 | $702.0 萬 | 0.08% | +42,600 | 新進 |
| LGT Group Foundation | 41,485 | $703.1 萬 | 0.16% | +19,992+93.0% | 加碼 |
| Cutler Group LP | 42,695 | $703.6 萬 | 0.66% | −30,517−41.7% | 減碼 |
| NN Investment Partners Holdings N.V. | 43,126 | $710.8 萬 | 0.04% | −29,858−40.9% | 減碼 |
| Korea Investment CORP | 43,400 | $715.3 萬 | 0.02% | +6,100+16.4% | 加碼 |
| Advisor Group Holdings, Inc. | 48,757 | $740.9 萬 | 0.01% | −111−0.2% | 減碼 |
| Hodges Capital Management Inc. | 45,956 | $757.4 萬 | 0.60% | +21,054+84.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 46,083 | $759.5 萬 | 0.07% | +196+0.4% | 加碼 |
| Flight Deck Capital, LP | 46,100 | $759.8 萬 | 4.94% | −4,379−8.7% | 減碼 |
| Arizona State Retirement System | 46,222 | $761.8 萬 | 0.06% | +503+1.1% | 加碼 |
| Oppenheimer & Co Inc | 47,309 | $779.6 萬 | 0.14% | +15,245+47.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 49,595 | $817.4 萬 | 0.08% | +5,403+12.2% | 加碼 |
| Think Investments LP | 50,000 | $824.1 萬 | 2.34% | +50,000 | 新進 |
| Investment Management Corp of Ontario | 50,000 | $824.1 萬 | 0.76% | +50,000 | 新進 |
| Portolan Capital Management, LLC | 50,721 | $835.9 萬 | 0.67% | +50,721 | 新進 |
| MUFG Securities EMEA plc | 50,725 | $836.0 萬 | 0.20% | +50,725 | 新進 |
| Formula Growth Ltd | 52,319 | $862.3 萬 | 1.65% | −7,099−11.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,202 | $876.8 萬 | 0.04% | +648+1.2% | 加碼 |
| Ithaka Group LLC | 56,217 | $926.5 萬 | 1.28% | +6,921+14.0% | 加碼 |
| 1832 Asset Management L.P. | 57,900 | $941.1 萬 | 0.02% | +57,890+578,900.0% | 加碼 |
| Parallel Advisors, LLC | 55,967 | $943.8 萬 | 0.37% | +7,806+16.2% | 加碼 |
| Burleson & Company, LLC | 57,556 | $948.6 萬 | 1.53% | +8,517+17.4% | 加碼 |
| Storebrand Asset Management AS | 57,726 | $951.4 萬 | 0.04% | −5,729−9.0% | 減碼 |
| Meritech Capital Associates VI L.L.C. | 57,879 | $953.9 萬 | 6.79% | −59,779−50.8% | 減碼 |
| Allen Investment Management LLC | 58,504 | $964.2 萬 | 0.13% | 00.0% | 不變 |
| Cerity Partners LLC | 59,095 | $974.1 萬 | 0.15% | +2,932+5.2% | 加碼 |
| RiverPark Advisors, LLC | 60,072 | $990.0 萬 | 1.81% | +13,867+30.0% | 加碼 |
| Tudor Investment Corp Et Al | 60,384 | $995.2 萬 | 0.26% | +25,102+71.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 60,660 | $999.7 萬 | 0.08% | +23,426+62.9% | 加碼 |
| Royal London Asset Management Ltd | 60,762 | $1,001 萬 | 0.04% | +3,159+5.5% | 加碼 |
| Crosslink Capital Inc | 62,003 | $1,022 萬 | 1.92% | +62,003 | 新進 |
| EULAV Asset Management | 65,000 | $1,071 萬 | 0.32% | +9,000+16.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 65,029 | $1,072 萬 | 0.79% | +43,634+203.9% | 加碼 |