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 2 季 13F 持有人
Twilio Inc 在 2022/6/30 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
- 762
- 較 2022 年第 1 季 −98 家
- 持有股數
- 1.46 億
- 較 2022 年第 1 季 +407.0 萬 (+2.9%)
- 總市值
- $123.8 億
- 較 2022 年第 1 季 −$110.4 億 (−47.1%)
- 新進機構
- 86
- 另有 323 家加碼
- 清倉機構
- 184
- 另有 230 家減碼
另有 12 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,895,596 | $13.3 億 | 0.04% | +2,773,657+21.1% | 加碼 |
| BlackRock Inc. | 10,297,407 | $8.63 億 | 0.03% | +844,731+8.9% | 加碼 |
| FMR LLC | 9,369,830 | $7.85 億 | 0.08% | −1,230,177−11.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 5,572,436 | $5.86 億 | 3.48% | +551,175+11.0% | 加碼 |
| Baillie Gifford & Co | 6,028,785 | $5.05 億 | 0.52% | −160,325−2.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,608,036 | $3.86 億 | 0.30% | +403,326+9.6% | 加碼 |
| Janus Henderson Group PLC | 4,511,986 | $3.78 億 | 0.26% | +995,172+28.3% | 加碼 |
| Sands Capital Management, LLC | 4,477,343 | $3.75 億 | 1.30% | −710,880−13.7% | 減碼 |
| Generation Investment Management LLP | 4,417,919 | $3.70 億 | 2.02% | +1,931,354+77.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 4,124,892 | $3.43 億 | 4.23% | +369,868+9.8% | 加碼 |
| Flossbach Von Storch AG | 3,950,000 | $3.31 億 | 1.11% | +2,731,000+224.0% | 加碼 |
| Price T Rowe Associates Inc | 3,948,386 | $3.31 億 | 0.04% | −3,649,759−48.0% | 減碼 |
| State Street Corp | 3,441,245 | $2.88 億 | 0.02% | −124,382−3.5% | 減碼 |
| Matrix Capital Management Company, LP | 2,967,549 | $2.49 億 | 5.64% | +350,000+13.4% | 加碼 |
| Bank of New York Mellon Corp | 2,267,477 | $1.90 億 | 0.04% | +206,552+10.0% | 加碼 |
| Morgan Stanley | 2,213,941 | $1.86 億 | 0.02% | +44,213+2.0% | 加碼 |
| Geode Capital Management, LLC | 2,154,171 | $1.80 億 | 0.03% | +502,904+30.5% | 加碼 |
| Pictet Asset Management SA | 1,960,681 | $1.64 億 | 0.23% | +424,799+27.7% | 加碼 |
| Alkeon Capital Management LLC | 1,769,888 | $1.48 億 | 0.89% | +951,393+116.2% | 加碼 |
| Alyeska Investment Group, L.P. | 1,487,469 | $1.25 億 | 1.43% | +1,471,834+9,413.7% | 加碼 |
| Goldman Sachs Group Inc | 1,442,028 | $1.21 億 | 0.04% | +461,150+47.0% | 加碼 |
| Bank of America Corp | 1,437,112 | $1.20 億 | 0.01% | +103,605+7.8% | 加碼 |
| Allianz Asset Management GmbH | 1,429,756 | $1.20 億 | 0.12% | +1,170,237+450.9% | 加碼 |
| JPMorgan Chase & Co | 1,364,922 | $1.14 億 | 0.02% | −89,450−6.2% | 減碼 |
| Norges Bank | 1,269,103 | $1.06 億 | 0.03% | −144,809−10.2% | 減碼 |
| Scge Management, L.P. | 1,124,264 | $9,423 萬 | 2.70% | −200,000−15.1% | 減碼 |
| Swedbank AB | 1,109,476 | $9,299 萬 | 0.21% | +197,639+21.7% | 加碼 |
| Legal & General Group Plc | 1,077,478 | $9,030 萬 | 0.03% | +37,742+3.6% | 加碼 |
| Northern Trust Corp | 1,048,263 | $8,786 萬 | 0.02% | −12,888−1.2% | 減碼 |
| HMI Capital Management, L.P. | 1,045,000 | $8,758 萬 | 3.52% | +1,045,000 | 新進 |
| Voloridge Investment Management, LLC | 898,547 | $7,531 萬 | 0.39% | +555,695+162.1% | 加碼 |
| Two Sigma Investments, LP | 823,598 | $6,903 萬 | 0.23% | −37,841−4.4% | 減碼 |
| Invesco Ltd. | 821,498 | $6,885 萬 | 0.02% | −50,062−5.7% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 765,000 | $6,412 萬 | 7.16% | +50,000+7.0% | 加碼 |
| Swiss National Bank | 744,860 | $6,243 萬 | 0.04% | +15,200+2.1% | 加碼 |
| Franklin Resources Inc | 736,932 | $6,176 萬 | 0.03% | −1,333,529−64.4% | 減碼 |
| Assenagon Asset Management S.A. | 731,616 | $6,132 萬 | 0.26% | +585,677+401.3% | 加碼 |
| UBS Asset Management Americas Inc | 666,583 | $5,587 萬 | 0.03% | −132,954−16.6% | 減碼 |
| Two Sigma Advisers, LP | 659,797 | $5,530 萬 | 0.16% | +214,100+48.0% | 加碼 |
| First Trust Advisors LP | 650,225 | $5,450 萬 | 0.07% | +99,434+18.1% | 加碼 |
| Amundi | 664,613 | $5,395 萬 | 0.04% | +16,759+2.6% | 加碼 |
| Eaton Vance Management | 613,809 | $5,144 萬 | 0.07% | +11,207+1.9% | 加碼 |
| Nuveen Asset Management, LLC | 598,960 | $5,020 萬 | 0.02% | −143,014−19.3% | 減碼 |
| Blair William & Co | 582,276 | $4,880 萬 | 0.22% | +44,013+8.2% | 加碼 |
| Deutsche Bank AG | 581,277 | $4,872 萬 | 0.03% | −55,935−8.8% | 減碼 |
| Charles Schwab Investment Management Inc | 555,229 | $4,653 萬 | 0.02% | +43,890+8.6% | 加碼 |
| New York State Common Retirement Fund | 547,043 | $4,585 萬 | 0.06% | +37,927+7.4% | 加碼 |
| TCW Group Inc | 533,296 | $4,470 萬 | 0.59% | +33,430+6.7% | 加碼 |
| Jennison Associates LLC | 522,494 | $4,379 萬 | 0.04% | −2,300,278−81.5% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 504,324 | $4,227 萬 | 3.05% | +267,900+113.3% | 加碼 |
| Russell Investments Group, Ltd. | 494,311 | $4,152 萬 | 0.08% | +19,516+4.1% | 加碼 |
| Wells Fargo & Company | 490,695 | $4,113 萬 | 0.01% | −51,925−9.6% | 減碼 |
| HSBC Holdings PLC | 477,119 | $4,057 萬 | 0.06% | +234,353+96.5% | 加碼 |
| Atreides Management, LP | 483,477 | $4,052 萬 | 1.68% | −321,604−39.9% | 減碼 |
| ArrowMark Colorado Holdings LLC | 459,965 | $3,855 萬 | 0.44% | +413,882+898.1% | 加碼 |
| Personal Capital Advisors Corp | 457,598 | $3,835 萬 | 0.20% | +141,121+44.6% | 加碼 |
| Credit Suisse AG | 424,125 | $3,555 萬 | 0.04% | +137,238+47.8% | 加碼 |
| American Century Companies Inc | 399,395 | $3,347 萬 | 0.03% | +156,456+64.4% | 加碼 |
| Steadview Capital Management LLC | 387,907 | $3,251 萬 | 8.15% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 386,042 | $3,235 萬 | 10.63% | 00.0% | 不變 |
| Bamco Inc | 359,274 | $3,011 萬 | 0.10% | +12,478+3.6% | 加碼 |
| Ameriprise Financial Inc | 346,269 | $2,832 萬 | 0.01% | +10,596+3.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 306,003 | $2,565 萬 | 1.17% | −41,392−11.9% | 減碼 |
| Toronado Partners, LLC | 301,937 | $2,531 萬 | 8.24% | +110,400+57.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 299,772 | $2,512 萬 | 0.06% | +1,608+0.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 296,824 | $2,481 萬 | 0.06% | +103,429+53.5% | 加碼 |
| Bares Capital Management, Inc. | 295,322 | $2,475 萬 | 0.91% | +115,000+63.8% | 加碼 |
| California Public Employees Retirement System | 287,635 | $2,411 萬 | 0.02% | −13,069−4.3% | 減碼 |
| Royal Bank of Canada | 284,188 | $2,382 萬 | 0.01% | −66,159−18.9% | 減碼 |
| California State Teachers Retirement System | 283,930 | $2,380 萬 | 0.04% | −466−0.2% | 減碼 |
| BIT Capital GmbH | 270,468 | $2,267 萬 | 3.33% | +198,009+273.3% | 加碼 |
| Dimensional Fund Advisors LP | 248,323 | $2,083 萬 | 0.01% | −17,106−6.4% | 減碼 |
| National Pension Service | 247,209 | $2,072 萬 | 0.04% | +30.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 245,551 | $2,058 萬 | 0.03% | −32,398−11.7% | 減碼 |
| Investment Management Corp of Ontario | 245,000 | $2,053 萬 | 2.19% | +195,000+390.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 230,965 | $1,936 萬 | 0.14% | +170,305+280.8% | 加碼 |
| Bessemer Group Inc | 227,485 | $1,907 萬 | 0.05% | −49,995−18.0% | 減碼 |
| Envestnet Asset Management Inc | 227,028 | $1,903 萬 | 0.01% | −12,362−5.2% | 減碼 |
| La Financiere de L'Echiquier | 224,500 | $1,882 萬 | 1.11% | +404+0.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 216,953 | $1,818 萬 | 0.04% | +22,991+11.9% | 加碼 |
| Barclays PLC | 216,831 | $1,817 萬 | 0.02% | +34,324+18.8% | 加碼 |
| Jane Street Group, LLC | 213,849 | $1,792 萬 | 0.04% | +76,634+55.8% | 加碼 |
| Glynn Capital Management LLC | 205,170 | $1,720 萬 | 3.58% | −10,201−4.7% | 減碼 |
| Peregrine Capital Management LLC | 201,421 | $1,688 萬 | 0.51% | +11,724+6.2% | 加碼 |
| Harbor Spring Capital, LLC | 200,000 | $1,676 萬 | 4.37% | −3,217−1.6% | 減碼 |
| Railway Pension Investments Ltd | 199,727 | $1,674 萬 | 0.16% | +17,500+9.6% | 加碼 |
| Pacific Heights Asset Management LLC | 199,000 | $1,668 萬 | 1.70% | +10,000+5.3% | 加碼 |
| Quadrature Capital Ltd | 196,011 | $1,643 萬 | 0.69% | +25,724+15.1% | 加碼 |
| UBS Group AG | 193,317 | $1,620 萬 | 0.01% | −16,644−7.9% | 減碼 |
| AXA S.A. | 192,409 | $1,613 萬 | 0.06% | −43,859−18.6% | 減碼 |
| KPCB XV Associates, LLC | 190,047 | $1,593 萬 | 29.38% | 00.0% | 不變 |
| Crow's Nest Holdings LP | 189,970 | $1,592 萬 | 5.69% | +32,570+20.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 176,278 | $1,477 萬 | 0.03% | −101,409−36.5% | 減碼 |
| Alliancebernstein L.P. | 175,008 | $1,467 萬 | 0.01% | +100,311+134.3% | 加碼 |
| Citigroup Inc | 171,531 | $1,438 萬 | 0.02% | +13,170+8.3% | 加碼 |
| SQN Investors LP | 167,697 | $1,406 萬 | 2.83% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 166,068 | $1,392 萬 | 0.04% | +1,753+1.1% | 加碼 |
| Rhumbline Advisers | 165,685 | $1,389 萬 | 0.02% | +10,573+6.8% | 加碼 |
| Great West Life Assurance Co | 156,779 | $1,315 萬 | 0.03% | +743+0.5% | 加碼 |
| Walleye Trading LLC | 156,385 | $1,311 萬 | 0.32% | −110,829−41.5% | 減碼 |