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 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 |
|---|---|---|---|---|---|
| Bamco Inc | 359,274 | $3,011 萬 | 0.10% | +12,478+3.6% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 386,042 | $3,235 萬 | 10.63% | 00.0% | 不變 |
| Steadview Capital Management LLC | 387,907 | $3,251 萬 | 8.15% | 00.0% | 不變 |
| American Century Companies Inc | 399,395 | $3,347 萬 | 0.03% | +156,456+64.4% | 加碼 |
| Credit Suisse AG | 424,125 | $3,555 萬 | 0.04% | +137,238+47.8% | 加碼 |
| Personal Capital Advisors Corp | 457,598 | $3,835 萬 | 0.20% | +141,121+44.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 459,965 | $3,855 萬 | 0.44% | +413,882+898.1% | 加碼 |
| Atreides Management, LP | 483,477 | $4,052 萬 | 1.68% | −321,604−39.9% | 減碼 |
| HSBC Holdings PLC | 477,119 | $4,057 萬 | 0.06% | +234,353+96.5% | 加碼 |
| Wells Fargo & Company | 490,695 | $4,113 萬 | 0.01% | −51,925−9.6% | 減碼 |
| Russell Investments Group, Ltd. | 494,311 | $4,152 萬 | 0.08% | +19,516+4.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 504,324 | $4,227 萬 | 3.05% | +267,900+113.3% | 加碼 |
| Jennison Associates LLC | 522,494 | $4,379 萬 | 0.04% | −2,300,278−81.5% | 減碼 |
| TCW Group Inc | 533,296 | $4,470 萬 | 0.59% | +33,430+6.7% | 加碼 |
| New York State Common Retirement Fund | 547,043 | $4,585 萬 | 0.06% | +37,927+7.4% | 加碼 |
| Charles Schwab Investment Management Inc | 555,229 | $4,653 萬 | 0.02% | +43,890+8.6% | 加碼 |
| Deutsche Bank AG | 581,277 | $4,872 萬 | 0.03% | −55,935−8.8% | 減碼 |
| Blair William & Co | 582,276 | $4,880 萬 | 0.22% | +44,013+8.2% | 加碼 |
| Nuveen Asset Management, LLC | 598,960 | $5,020 萬 | 0.02% | −143,014−19.3% | 減碼 |
| Eaton Vance Management | 613,809 | $5,144 萬 | 0.07% | +11,207+1.9% | 加碼 |
| Amundi | 664,613 | $5,395 萬 | 0.04% | +16,759+2.6% | 加碼 |
| First Trust Advisors LP | 650,225 | $5,450 萬 | 0.07% | +99,434+18.1% | 加碼 |
| Two Sigma Advisers, LP | 659,797 | $5,530 萬 | 0.16% | +214,100+48.0% | 加碼 |
| UBS Asset Management Americas Inc | 666,583 | $5,587 萬 | 0.03% | −132,954−16.6% | 減碼 |
| Assenagon Asset Management S.A. | 731,616 | $6,132 萬 | 0.26% | +585,677+401.3% | 加碼 |
| Franklin Resources Inc | 736,932 | $6,176 萬 | 0.03% | −1,333,529−64.4% | 減碼 |
| Swiss National Bank | 744,860 | $6,243 萬 | 0.04% | +15,200+2.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 765,000 | $6,412 萬 | 7.16% | +50,000+7.0% | 加碼 |
| Invesco Ltd. | 821,498 | $6,885 萬 | 0.02% | −50,062−5.7% | 減碼 |
| Two Sigma Investments, LP | 823,598 | $6,903 萬 | 0.23% | −37,841−4.4% | 減碼 |
| Voloridge Investment Management, LLC | 898,547 | $7,531 萬 | 0.39% | +555,695+162.1% | 加碼 |
| HMI Capital Management, L.P. | 1,045,000 | $8,758 萬 | 3.52% | +1,045,000 | 新進 |
| Northern Trust Corp | 1,048,263 | $8,786 萬 | 0.02% | −12,888−1.2% | 減碼 |
| Legal & General Group Plc | 1,077,478 | $9,030 萬 | 0.03% | +37,742+3.6% | 加碼 |
| Swedbank AB | 1,109,476 | $9,299 萬 | 0.21% | +197,639+21.7% | 加碼 |
| Scge Management, L.P. | 1,124,264 | $9,423 萬 | 2.70% | −200,000−15.1% | 減碼 |
| Norges Bank | 1,269,103 | $1.06 億 | 0.03% | −144,809−10.2% | 減碼 |
| JPMorgan Chase & Co | 1,364,922 | $1.14 億 | 0.02% | −89,450−6.2% | 減碼 |
| Allianz Asset Management GmbH | 1,429,756 | $1.20 億 | 0.12% | +1,170,237+450.9% | 加碼 |
| Bank of America Corp | 1,437,112 | $1.20 億 | 0.01% | +103,605+7.8% | 加碼 |
| Goldman Sachs Group Inc | 1,442,028 | $1.21 億 | 0.04% | +461,150+47.0% | 加碼 |
| Alyeska Investment Group, L.P. | 1,487,469 | $1.25 億 | 1.43% | +1,471,834+9,413.7% | 加碼 |
| Alkeon Capital Management LLC | 1,769,888 | $1.48 億 | 0.89% | +951,393+116.2% | 加碼 |
| Pictet Asset Management SA | 1,960,681 | $1.64 億 | 0.23% | +424,799+27.7% | 加碼 |
| Geode Capital Management, LLC | 2,154,171 | $1.80 億 | 0.03% | +502,904+30.5% | 加碼 |
| Morgan Stanley | 2,213,941 | $1.86 億 | 0.02% | +44,213+2.0% | 加碼 |
| Bank of New York Mellon Corp | 2,267,477 | $1.90 億 | 0.04% | +206,552+10.0% | 加碼 |
| Matrix Capital Management Company, LP | 2,967,549 | $2.49 億 | 5.64% | +350,000+13.4% | 加碼 |
| State Street Corp | 3,441,245 | $2.88 億 | 0.02% | −124,382−3.5% | 減碼 |
| Price T Rowe Associates Inc | 3,948,386 | $3.31 億 | 0.04% | −3,649,759−48.0% | 減碼 |
| Flossbach Von Storch AG | 3,950,000 | $3.31 億 | 1.11% | +2,731,000+224.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 4,124,892 | $3.43 億 | 4.23% | +369,868+9.8% | 加碼 |
| Generation Investment Management LLP | 4,417,919 | $3.70 億 | 2.02% | +1,931,354+77.7% | 加碼 |
| Sands Capital Management, LLC | 4,477,343 | $3.75 億 | 1.30% | −710,880−13.7% | 減碼 |
| Janus Henderson Group PLC | 4,511,986 | $3.78 億 | 0.26% | +995,172+28.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,608,036 | $3.86 億 | 0.30% | +403,326+9.6% | 加碼 |
| Baillie Gifford & Co | 6,028,785 | $5.05 億 | 0.52% | −160,325−2.6% | 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 |
| FMR LLC | 9,369,830 | $7.85 億 | 0.08% | −1,230,177−11.6% | 減碼 |
| BlackRock Inc. | 10,297,407 | $8.63 億 | 0.03% | +844,731+8.9% | 加碼 |
| Vanguard Group Inc | 15,895,596 | $13.3 億 | 0.04% | +2,773,657+21.1% | 加碼 |
| Hartline Investment Corp | 1,329 | – | – | +421+46.4% | 加碼 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −554,902−100.0% | 清倉 |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −482,186−100.0% | 清倉 |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −343,464−100.0% | 清倉 |
| Stockbridge Partners LLC | 0 | $0 | 0.00% | −272,698−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −120,442−100.0% | 清倉 |
| JS Capital Management LLC | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Jeneq Management, LP | 0 | $0 | 0.00% | −108,291−100.0% | 清倉 |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −97,660−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −96,723−100.0% | 清倉 |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −96,214−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −85,875−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −74,000−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −57,900−100.0% | 清倉 |
| LGT Group Foundation | 0 | $0 | 0.00% | −41,485−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −40,570−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −38,846−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,990−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −34,710−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −29,350−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,618−100.0% | 清倉 |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −28,490−100.0% | 清倉 |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −28,400−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −27,842−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −27,290−100.0% | 清倉 |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −26,138−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,158−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −22,312−100.0% | 清倉 |
| Hongkou Capital LP | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −21,709−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −16,866−100.0% | 清倉 |
| Covea Finance | 0 | $0 | 0.00% | −15,700−100.0% | 清倉 |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −15,320−100.0% | 清倉 |
| Jabodon PT Co | 0 | $0 | 0.00% | −14,579−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,769−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −13,664−100.0% | 清倉 |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −12,648−100.0% | 清倉 |