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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 164,315 | $2,708 萬 | 0.06% | +58,417+55.2% | 加碼 |
| Great West Life Assurance Co | 156,036 | $2,693 萬 | 0.06% | +4,511+3.0% | 加碼 |
| Wellington Management Group LLP | 159,851 | $2,635 萬 | 0.00% | −9,904−5.8% | 減碼 |
| Citigroup Inc | 158,361 | $2,610 萬 | 0.03% | −36,107−18.6% | 減碼 |
| Crow's Nest Holdings LP | 157,400 | $2,594 萬 | 6.54% | +125,100+387.3% | 加碼 |
| Victory Capital Management Inc | 165,559 | $2,566 萬 | 0.03% | −294,077−64.0% | 減碼 |
| Raymond James & Associates | 155,180 | $2,558 萬 | 0.02% | −28,461−15.5% | 減碼 |
| Rhumbline Advisers | 155,112 | $2,556 萬 | 0.03% | +4,210+2.8% | 加碼 |
| Toronto Dominion Bank | 147,619 | $2,433 萬 | 0.04% | +113,815+336.7% | 加碼 |
| Assenagon Asset Management S.A. | 145,939 | $2,405 萬 | 0.08% | −58,583−28.6% | 減碼 |
| National Bank of Canada | 141,798 | $2,337 萬 | 0.09% | +139,822+7,076.0% | 加碼 |
| Millennium Management LLC | 140,100 | $2,309 萬 | 0.03% | +86,965+163.7% | 加碼 |
| Jane Street Group, LLC | 137,215 | $2,262 萬 | 0.04% | −124,029−47.5% | 減碼 |
| Natixis | 135,154 | $2,228 萬 | 0.08% | +55,193+69.0% | 加碼 |
| Nomura Holdings Inc | 129,531 | $2,194 萬 | 0.17% | +9,260+7.7% | 加碼 |
| Truist Financial Corp | 129,001 | $2,126 萬 | 0.03% | +47,322+57.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 125,000 | $2,060 萬 | 0.08% | +50,299+67.3% | 加碼 |
| State of Wisconsin Investment Board | 122,247 | $2,015 萬 | 0.04% | +7,459+6.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 120,442 | $1,985 萬 | 0.36% | −20,619−14.6% | 減碼 |
| Mariner, LLC | 120,040 | $1,978 萬 | 0.07% | +67,479+128.4% | 加碼 |
| Bank of Montreal | 117,137 | $1,976 萬 | 0.01% | −4,828−4.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 114,000 | $1,879 萬 | 0.13% | −8,200−6.7% | 減碼 |
| Riverbridge Partners LLC | 112,794 | $1,859 萬 | 0.21% | +3,026+2.8% | 加碼 |
| JS Capital Management LLC | 110,000 | $1,813 萬 | 1.41% | +44,000+66.7% | 加碼 |
| Jeneq Management, LP | 108,291 | $1,785 萬 | 4.64% | −62,109−36.4% | 減碼 |
| Alpha Family Trust | 106,925 | $1,762 萬 | 7.15% | +4,100+4.0% | 加碼 |
| Leonteq Securities AG | 103,631 | $1,708 萬 | 0.75% | +57,382+124.1% | 加碼 |
| Commonwealth Equity Services, LLC | 102,219 | $1,685 萬 | 0.04% | +41,643+68.7% | 加碼 |
| Alberta Investment Management Corp | 101,336 | $1,670 萬 | 0.10% | +49,300+94.7% | 加碼 |
| Public Employees Retirement System of Ohio | 99,931 | $1,647 萬 | 0.06% | −2,967−2.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 99,612 | $1,642 萬 | 0.05% | +1,599+1.6% | 加碼 |
| SEI Investments Co | 99,955 | $1,631 萬 | 0.03% | +17,626+21.4% | 加碼 |
| Scout Investments, Inc. | 97,660 | $1,610 萬 | 0.26% | −27,259−21.8% | 減碼 |
| Makena Capital Management LLC | 97,457 | $1,606 萬 | 1.95% | +12,812+15.1% | 加碼 |
| Qube Research & Technologies Ltd | 96,891 | $1,597 萬 | 0.14% | +96,891 | 新進 |
| Capital Research Global Investors | 96,723 | $1,594 萬 | 0.00% | −250,296−72.1% | 減碼 |
| Whetstone Capital Advisors, LLC | 96,214 | $1,586 萬 | 5.36% | −28,805−23.0% | 減碼 |
| British Columbia Investment Management Corp | 95,941 | $1,581 萬 | 0.10% | +66,610+227.1% | 加碼 |
| LPL Financial LLC | 95,228 | $1,570 萬 | 0.01% | +4,243+4.7% | 加碼 |
| Stony Point Capital LLC | 93,474 | $1,541 萬 | 3.60% | −16,000−14.6% | 減碼 |
| Macquarie Group Ltd | 90,062 | $1,484 萬 | 0.01% | −123,020−57.7% | 減碼 |
| Neuberger Berman Group LLC | 89,512 | $1,475 萬 | 0.01% | −33,775−27.4% | 減碼 |
| Forte Capital LLC | 55,711 | $1,467 萬 | 1.85% | −185−0.3% | 減碼 |
| Berkshire Capital Holdings Inc | 86,490 | $1,425 萬 | 2.91% | +86,480+864,800.0% | 加碼 |
| Kettle Hill Capital Management, LLC | 85,875 | $1,415 萬 | 2.76% | +85,875 | 新進 |
| London & Capital Asset Management Ltd | 85,065 | $1,402 萬 | 1.04% | +18,622+28.0% | 加碼 |
| Ashford Capital Management Inc | 82,569 | $1,361 萬 | 1.47% | +230+0.3% | 加碼 |
| Treasurer of the State of North Carolina | 81,824 | $1,349 萬 | 0.07% | +195+0.2% | 加碼 |
| Stanley-Laman Group, Ltd. | 78,831 | $1,299 萬 | 1.80% | +41,786+112.8% | 加碼 |
| Liontrust Investment Partners LLP | 77,888 | $1,284 萬 | 0.17% | 00.0% | 不變 |
| Arthedge Capital Management, LLC | 77,690 | $1,280 萬 | 8.16% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 77,150 | $1,272 萬 | 0.79% | +381+0.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 76,935 | $1,268 萬 | 0.12% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 76,681 | $1,264 萬 | 0.03% | +8,859+13.1% | 加碼 |
| Alliancebernstein L.P. | 74,697 | $1,231 萬 | 0.00% | −48,315−39.3% | 減碼 |
| CWM, LLC | 74,336 | $1,225 萬 | 0.09% | −603−0.8% | 減碼 |
| Ardsley Advisory Partners LP | 74,000 | $1,220 萬 | 2.51% | +64,500+678.9% | 加碼 |
| Aviva PLC | 73,984 | $1,219 萬 | 0.06% | +21,372+40.6% | 加碼 |
| Kore Private Wealth LLC | 73,900 | $1,218 萬 | 1.53% | +263+0.4% | 加碼 |
| BIT Capital GmbH | 72,459 | $1,194 萬 | 1.23% | +72,351+66,991.7% | 加碼 |
| Vista Wealth Management Group, LLC | 72,155 | $1,189 萬 | 1.75% | +97+0.1% | 加碼 |
| Hunt Lane Capital LP | 72,000 | $1,187 萬 | 7.36% | +27,000+60.0% | 加碼 |
| Ieq Capital, LLC | 71,778 | $1,183 萬 | 0.28% | +2,159+3.1% | 加碼 |
| Asset Management One Co.,Ltd. | 70,626 | $1,164 萬 | 0.05% | −48,938−40.9% | 減碼 |
| Stifel Financial Corp | 69,725 | $1,149 萬 | 0.02% | −25,487−26.8% | 減碼 |
| Ensign Peak Advisors, Inc | 69,179 | $1,140 萬 | 0.02% | −84,464−55.0% | 減碼 |
| Aureus Asset Management, LLC | 69,044 | $1,138 萬 | 0.76% | +6,630+10.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,833 | $1,134 萬 | 0.04% | +5,685+9.0% | 加碼 |
| STRS Ohio | 66,985 | $1,104 萬 | 0.04% | +17,188+34.5% | 加碼 |
| Motley Fool Wealth Management, LLC | 66,490 | $1,096 萬 | 0.52% | +66,490 | 新進 |
| Octahedron Capital Management L.P. | 65,300 | $1,076 萬 | 5.94% | +15,300+30.6% | 加碼 |
| AE Wealth Management LLC | 65,232 | $1,075 萬 | 0.07% | +22,049+51.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 65,029 | $1,072 萬 | 0.79% | +43,634+203.9% | 加碼 |
| EULAV Asset Management | 65,000 | $1,071 萬 | 0.32% | +9,000+16.1% | 加碼 |
| Crosslink Capital Inc | 62,003 | $1,022 萬 | 1.92% | +62,003 | 新進 |
| Royal London Asset Management Ltd | 60,762 | $1,001 萬 | 0.04% | +3,159+5.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 60,660 | $999.7 萬 | 0.08% | +23,426+62.9% | 加碼 |
| Tudor Investment Corp Et Al | 60,384 | $995.2 萬 | 0.26% | +25,102+71.1% | 加碼 |
| RiverPark Advisors, LLC | 60,072 | $990.0 萬 | 1.81% | +13,867+30.0% | 加碼 |
| Cerity Partners LLC | 59,095 | $974.1 萬 | 0.15% | +2,932+5.2% | 加碼 |
| Allen Investment Management LLC | 58,504 | $964.2 萬 | 0.13% | 00.0% | 不變 |
| Meritech Capital Associates VI L.L.C. | 57,879 | $953.9 萬 | 6.79% | −59,779−50.8% | 減碼 |
| Storebrand Asset Management AS | 57,726 | $951.4 萬 | 0.04% | −5,729−9.0% | 減碼 |
| Burleson & Company, LLC | 57,556 | $948.6 萬 | 1.53% | +8,517+17.4% | 加碼 |
| Parallel Advisors, LLC | 55,967 | $943.8 萬 | 0.37% | +7,806+16.2% | 加碼 |
| 1832 Asset Management L.P. | 57,900 | $941.1 萬 | 0.02% | +57,890+578,900.0% | 加碼 |
| Ithaka Group LLC | 56,217 | $926.5 萬 | 1.28% | +6,921+14.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,202 | $876.8 萬 | 0.04% | +648+1.2% | 加碼 |
| Formula Growth Ltd | 52,319 | $862.3 萬 | 1.65% | −7,099−11.9% | 減碼 |
| MUFG Securities EMEA plc | 50,725 | $836.0 萬 | 0.20% | +50,725 | 新進 |
| Portolan Capital Management, LLC | 50,721 | $835.9 萬 | 0.67% | +50,721 | 新進 |
| 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 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 49,595 | $817.4 萬 | 0.08% | +5,403+12.2% | 加碼 |
| Oppenheimer & Co Inc | 47,309 | $779.6 萬 | 0.14% | +15,245+47.5% | 加碼 |
| Arizona State Retirement System | 46,222 | $761.8 萬 | 0.06% | +503+1.1% | 加碼 |
| Flight Deck Capital, LP | 46,100 | $759.8 萬 | 4.94% | −4,379−8.7% | 減碼 |
| ArrowMark Colorado Holdings LLC | 46,083 | $759.5 萬 | 0.07% | +196+0.4% | 加碼 |
| Hodges Capital Management Inc. | 45,956 | $757.4 萬 | 0.60% | +21,054+84.5% | 加碼 |
| Advisor Group Holdings, Inc. | 48,757 | $740.9 萬 | 0.01% | −111−0.2% | 減碼 |