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 3 季 13F 持有人
Twilio Inc 在 2022/9/30 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
- 689
- 較 2022 年第 2 季 −63 家
- 持有股數
- 1.48 億
- 較 2022 年第 2 季 +190.7 萬 (+1.3%)
- 總市值
- $102.7 億
- 較 2022 年第 2 季 −$21.2 億 (−17.1%)
- 新進機構
- 74
- 另有 273 家加碼
- 清倉機構
- 137
- 另有 221 家減碼
另有 10 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,175,365 | $11.2 億 | 0.03% | +279,769+1.8% | 加碼 |
| BlackRock Inc. | 10,342,267 | $7.15 億 | 0.02% | +44,860+0.4% | 加碼 |
| FMR LLC | 10,107,785 | $6.99 億 | 0.07% | +737,955+7.9% | 加碼 |
| Baillie Gifford & Co | 6,920,682 | $4.78 億 | 0.49% | +891,897+14.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 6,826,631 | $4.72 億 | 3.29% | +1,254,195+22.5% | 加碼 |
| Matrix Capital Management Company, LP | 5,588,749 | $3.86 億 | 7.39% | +2,621,200+88.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,230,485 | $3.62 億 | 0.30% | +622,449+13.5% | 加碼 |
| Generation Investment Management LLP | 5,021,107 | $3.47 億 | 2.06% | +603,188+13.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 4,748,020 | $3.30 億 | 4.22% | +623,128+15.1% | 加碼 |
| Flossbach Von Storch AG | 3,971,000 | $2.75 億 | 1.01% | +21,000+0.5% | 加碼 |
| State Street Corp | 3,493,061 | $2.42 億 | 0.02% | +51,816+1.5% | 加碼 |
| Bank of New York Mellon Corp | 3,045,022 | $2.11 億 | 0.05% | +777,545+34.3% | 加碼 |
| Alyeska Investment Group, L.P. | 2,599,577 | $1.80 億 | 2.11% | +1,112,108+74.8% | 加碼 |
| Amundi | 2,271,507 | $1.73 億 | 0.10% | +1,606,894+241.8% | 加碼 |
| Goldman Sachs Group Inc | 2,327,759 | $1.61 億 | 0.05% | +885,731+61.4% | 加碼 |
| Morgan Stanley | 2,268,653 | $1.57 億 | 0.02% | +54,712+2.5% | 加碼 |
| Pictet Asset Management SA | 2,236,898 | $1.55 億 | 0.23% | +276,217+14.1% | 加碼 |
| Geode Capital Management, LLC | 2,170,501 | $1.50 億 | 0.02% | +16,330+0.8% | 加碼 |
| Voya Investment Management LLC | 2,133,782 | $1.48 億 | 0.18% | +2,092,205+5,032.1% | 加碼 |
| Voloridge Investment Management, LLC | 2,036,044 | $1.41 億 | 0.76% | +1,137,497+126.6% | 加碼 |
| HMI Capital Management, L.P. | 1,668,060 | $1.15 億 | 4.34% | +623,060+59.6% | 加碼 |
| Alkeon Capital Management LLC | 1,512,960 | $1.05 億 | 0.72% | −256,928−14.5% | 減碼 |
| Two Sigma Investments, LP | 1,372,242 | $9,488 萬 | 0.33% | +548,644+66.6% | 加碼 |
| Norges Bank | 1,327,031 | $9,175 萬 | 0.02% | +57,928+4.6% | 加碼 |
| Atreides Management, LP | 1,241,395 | $8,583 萬 | 3.18% | +757,918+156.8% | 加碼 |
| Swedbank AB | 1,161,376 | $8,030 萬 | 0.19% | +51,900+4.7% | 加碼 |
| Bank of America Corp | 1,081,962 | $7,481 萬 | 0.01% | −355,150−24.7% | 減碼 |
| Legal & General Group Plc | 1,063,820 | $7,355 萬 | 0.03% | −13,658−1.3% | 減碼 |
| Northern Trust Corp | 1,049,173 | $7,254 萬 | 0.02% | +910+0.1% | 加碼 |
| First Trust Advisors LP | 1,026,517 | $7,097 萬 | 0.09% | +376,292+57.9% | 加碼 |
| Two Sigma Advisers, LP | 962,597 | $6,655 萬 | 0.19% | +302,800+45.9% | 加碼 |
| HSBC Holdings PLC | 879,218 | $6,164 萬 | 0.11% | +402,099+84.3% | 加碼 |
| Scge Management, L.P. | 868,100 | $6,002 萬 | 2.03% | −256,164−22.8% | 減碼 |
| Deutsche Bank AG | 838,680 | $5,799 萬 | 0.04% | +257,403+44.3% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 765,000 | $5,289 萬 | 6.87% | 00.0% | 不變 |
| Swiss National Bank | 743,460 | $5,140 萬 | 0.04% | −1,400−0.2% | 減碼 |
| UBS Asset Management Americas Inc | 722,607 | $4,996 萬 | 0.03% | +56,024+8.4% | 加碼 |
| JPMorgan Chase & Co | 702,693 | $4,858 萬 | 0.01% | −662,229−48.5% | 減碼 |
| Eaton Vance Management | 614,484 | $4,249 萬 | 0.06% | +675+0.1% | 加碼 |
| Jennison Associates LLC | 612,785 | $4,237 萬 | 0.04% | +90,291+17.3% | 加碼 |
| TCW Group Inc | 606,694 | $4,195 萬 | 0.61% | +73,398+13.8% | 加碼 |
| Nuveen Asset Management, LLC | 593,750 | $4,105 萬 | 0.02% | −5,210−0.9% | 減碼 |
| New York State Common Retirement Fund | 590,066 | $4,080 萬 | 0.06% | +43,023+7.9% | 加碼 |
| Charles Schwab Investment Management Inc | 587,807 | $4,064 萬 | 0.01% | +32,578+5.9% | 加碼 |
| American Century Companies Inc | 535,260 | $3,701 萬 | 0.03% | +135,865+34.0% | 加碼 |
| Assenagon Asset Management S.A. | 522,276 | $3,611 萬 | 0.15% | −209,340−28.6% | 減碼 |
| Invesco Ltd. | 522,247 | $3,611 萬 | 0.01% | −299,251−36.4% | 減碼 |
| Wells Fargo & Company | 502,700 | $3,476 萬 | 0.01% | +12,005+2.4% | 加碼 |
| SRS Investment Management, LLC | 492,948 | $3,408 萬 | 0.67% | +492,948 | 新進 |
| Blair William & Co | 445,686 | $3,082 萬 | 0.14% | −136,590−23.5% | 減碼 |
| Credit Suisse AG | 442,270 | $3,058 萬 | 0.03% | +18,145+4.3% | 加碼 |
| Susquehanna International Group, LLP | 403,948 | $2,793 萬 | 0.06% | +250,130+162.6% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 400,210 | $2,767 萬 | 2.66% | −104,114−20.6% | 減碼 |
| Toronado Partners, LLC | 396,902 | $2,744 萬 | 9.68% | +94,965+31.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 389,850 | $2,695 萬 | 0.20% | +158,885+68.8% | 加碼 |
| Steadview Capital Management LLC | 387,907 | $2,682 萬 | 7.58% | 00.0% | 不變 |
| Bares Capital Management, Inc. | 371,377 | $2,568 萬 | 1.00% | +76,055+25.8% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,502 萬 | 8.77% | −24,158−6.3% | 減碼 |
| California Public Employees Retirement System | 351,121 | $2,428 萬 | 0.02% | +63,486+22.1% | 加碼 |
| Royal Bank of Canada | 332,474 | $2,299 萬 | 0.01% | +48,286+17.0% | 加碼 |
| Ameriprise Financial Inc | 330,609 | $2,288 萬 | 0.01% | −15,660−4.5% | 減碼 |
| Point72 Asset Management, L.P. | 325,580 | $2,251 萬 | 0.10% | +325,580 | 新進 |
| BIT Capital GmbH | 313,485 | $2,167 萬 | 4.17% | +43,017+15.9% | 加碼 |
| Personal Capital Advisors Corp | 304,948 | $2,108 萬 | 0.11% | −152,650−33.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 300,551 | $2,078 萬 | 0.06% | +779+0.3% | 加碼 |
| Ardevora Asset Management LLP | 298,600 | $2,065 萬 | 0.37% | +298,600 | 新進 |
| Toronto Dominion Bank | 293,756 | $2,030 萬 | 0.04% | +249,250+560.0% | 加碼 |
| California State Teachers Retirement System | 293,237 | $2,027 萬 | 0.03% | +9,307+3.3% | 加碼 |
| National Pension Service | 286,326 | $2,021 萬 | 0.04% | +39,117+15.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 280,519 | $1,940 萬 | 0.05% | −16,305−5.5% | 減碼 |
| Quadrature Capital Ltd | 252,955 | $1,749 萬 | 0.57% | +56,944+29.1% | 加碼 |
| Investment Management Corp of Ontario | 245,000 | $1,694 萬 | 2.73% | 00.0% | 不變 |
| Melqart Asset Management (UK) Ltd | 244,153 | $1,688 萬 | 1.42% | +244,153 | 新進 |
| Nomura Holdings Inc | 242,550 | $1,676 萬 | 0.16% | +112,634+86.7% | 加碼 |
| Natixis | 238,231 | $1,652 萬 | 0.08% | +218,688+1,119.0% | 加碼 |
| Dimensional Fund Advisors LP | 226,867 | $1,570 萬 | 0.01% | −21,456−8.6% | 減碼 |
| AXA S.A. | 223,833 | $1,548 萬 | 0.06% | +31,424+16.3% | 加碼 |
| La Financiere de L'Echiquier | 223,300 | $1,544 萬 | 0.98% | −1,200−0.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 214,456 | $1,483 萬 | 0.04% | −2,497−1.2% | 減碼 |
| Holocene Advisors, LP | 209,295 | $1,447 萬 | 0.09% | +136,009+185.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 208,164 | $1,439 萬 | 0.04% | +31,886+18.1% | 加碼 |
| Russell Investments Group, Ltd. | 206,673 | $1,431 萬 | 0.03% | −287,638−58.2% | 減碼 |
| KCL Capital, L.P. | 200,000 | $1,383 萬 | 3.26% | +200,000 | 新進 |
| Railway Pension Investments Ltd | 199,727 | $1,381 萬 | 0.15% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 199,000 | $1,376 萬 | 1.46% | 00.0% | 不變 |
| Nishkama Capital, LLC | 197,885 | $1,368 萬 | 6.10% | +197,885 | 新進 |
| KPCB XV Associates, LLC | 190,047 | $1,314 萬 | 36.66% | 00.0% | 不變 |
| Crow's Nest Holdings LP | 189,970 | $1,314 萬 | 4.76% | 00.0% | 不變 |
| UBS Group AG | 188,911 | $1,306 萬 | 0.01% | −4,406−2.3% | 減碼 |
| Ashford Capital Management Inc | 187,265 | $1,295 萬 | 1.97% | +103,746+124.2% | 加碼 |
| Great West Life Assurance Co | 187,223 | $1,294 萬 | 0.04% | +30,444+19.4% | 加碼 |
| Barclays PLC | 186,720 | $1,291 萬 | 0.01% | −30,111−13.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 179,462 | $1,241 萬 | 0.02% | −66,089−26.9% | 減碼 |
| Rhumbline Advisers | 178,471 | $1,234 萬 | 0.02% | +12,786+7.7% | 加碼 |
| Crosslink Capital Inc | 173,803 | $1,202 萬 | 3.07% | +52,920+43.8% | 加碼 |
| Harbor Spring Capital, LLC | 167,918 | $1,161 萬 | 3.59% | −32,082−16.0% | 減碼 |
| Squarepoint Ops LLC | 166,746 | $1,153 萬 | 0.10% | +166,746 | 新進 |
| Renaissance Technologies LLC | 164,700 | $1,139 萬 | 0.02% | +162,200+6,488.0% | 加碼 |
| Alliancebernstein L.P. | 147,353 | $1,019 萬 | 0.00% | −27,655−15.8% | 減碼 |
| Citigroup Inc | 146,206 | $1,011 萬 | 0.01% | −25,325−14.8% | 減碼 |