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 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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 38,460 | $265.9 萬 | 0.00% | −111,173−74.3% | 減碼 |
| Armistice Capital, LLC | 40,000 | $276.6 萬 | 0.07% | −16,000−28.6% | 減碼 |
| Victory Capital Management Inc | 40,161 | $277.7 萬 | 0.00% | +9,416+30.6% | 加碼 |
| Storebrand Asset Management AS | 40,546 | $280.3 萬 | 0.02% | −16,233−28.6% | 減碼 |
| Walleye Capital LLC | 40,553 | $280.4 萬 | 0.06% | +40,553 | 新進 |
| Forsta Ap-Fonden | 40,800 | $282.1 萬 | 0.03% | +3,500+9.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 40,884 | $282.7 萬 | 0.08% | +2,476+6.4% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 41,000 | $283.5 萬 | 2.03% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 41,398 | $286.2 萬 | 0.49% | −1,461−3.4% | 減碼 |
| ExodusPoint Capital Management, LP | 41,525 | $287.1 萬 | 0.04% | +41,525 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 42,500 | $293.8 萬 | 0.01% | +41,221+3,222.9% | 加碼 |
| Front Street Capital Management, Inc. | 42,506 | $293.9 萬 | 0.74% | +19,856+87.7% | 加碼 |
| Jacob Asset Management of New York LLC | 42,620 | $294.7 萬 | 3.20% | +7,096+20.0% | 加碼 |
| Titleist Asset Management, Ltd. | 43,516 | $300.9 萬 | 0.72% | +909+2.1% | 加碼 |
| RiverPark Advisors, LLC | 43,948 | $303.9 萬 | 0.99% | +4,322+10.9% | 加碼 |
| Riverpark Capital Management LLC | 44,374 | $306.8 萬 | 2.77% | −6,027−12.0% | 減碼 |
| Westpac Banking Corp | 45,037 | $311.4 萬 | 0.05% | +31,100+223.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,249 | $312.9 萬 | 0.01% | +22,581+99.6% | 加碼 |
| Junson Asset Management (Hong Kong) Ltd | 45,249 | $312.9 萬 | 2.13% | +45,249 | 新進 |
| B. Riley Asset Management, LLC | 45,567 | $315.1 萬 | 1.76% | +10,126+28.6% | 加碼 |
| HighTower Advisors, LLC | 46,443 | $320.4 萬 | 0.01% | +1,108+2.4% | 加碼 |
| Arizona State Retirement System | 46,716 | $323.0 萬 | 0.03% | −390−0.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,643 | $324.2 萬 | 0.05% | +25,174+123.0% | 加碼 |
| Formula Growth Ltd | 47,288 | $326.9 萬 | 0.93% | −3,400−6.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,695 | $349.4 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 50,785 | $363.7 萬 | 0.00% | +32,554+178.6% | 加碼 |
| Hidden Lake Asset Management LP | 52,730 | $364.6 萬 | 3.89% | +52,730 | 新進 |
| Korea Investment CORP | 52,845 | $365.4 萬 | 0.01% | −5,955−10.1% | 減碼 |
| Forte Capital LLC | 53,970 | $373.1 萬 | 0.68% | −541−1.0% | 減碼 |
| SEI Investments Co | 54,542 | $377.2 萬 | 0.01% | −19,981−26.8% | 減碼 |
| Oppenheimer & Co Inc | 55,139 | $381.2 萬 | 0.09% | −2,694−4.7% | 減碼 |
| Royal London Asset Management Ltd | 55,147 | $381.4 萬 | 0.02% | −11,031−16.7% | 減碼 |
| Xcel Wealth Management, LLC | 55,554 | $384.1 萬 | 1.43% | +14,000+33.7% | 加碼 |
| Level Four Advisory Services, LLC | 55,596 | $384.4 萬 | 0.37% | +5,853+11.8% | 加碼 |
| Capital Fund Management S.A. | 55,602 | $384.4 萬 | 0.10% | −14,740−21.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 55,887 | $386.4 萬 | 0.05% | −404,078−87.8% | 減碼 |
| Harber Asset Management LLC | 57,620 | $398.4 萬 | 1.25% | +57,620 | 新進 |
| Meritech Capital Associates VI L.L.C. | 57,879 | $400.2 萬 | 4.13% | 00.0% | 不變 |
| Allen Investment Management LLC | 58,504 | $404.5 萬 | 0.07% | −100.0% | 減碼 |
| Millennium Management LLC | 59,127 | $408.8 萬 | 0.01% | +17,628+42.5% | 加碼 |
| Walleye Trading LLC | 60,734 | $419.9 萬 | 0.14% | −95,651−61.2% | 減碼 |
| Man Group plc | 61,130 | $422.7 萬 | 0.02% | – | – |
| Ensign Peak Advisors, Inc | 61,296 | $423.9 萬 | 0.01% | +152+0.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,481 | $432.0 萬 | 0.03% | +9,222+17.3% | 加碼 |
| Parallel Advisors, LLC | 63,645 | $440.0 萬 | 0.20% | +5,321+9.1% | 加碼 |
| First Republic Investment Management, Inc. | 66,593 | $460.4 萬 | 0.01% | +4,057+6.5% | 加碼 |
| Octahedron Capital Management L.P. | 67,000 | $463.2 萬 | 3.79% | −7,550−10.1% | 減碼 |
| Metavasi Capital LP | 67,000 | $463.2 萬 | 4.50% | +67,000 | 新進 |
| Asset Management One Co.,Ltd. | 69,626 | $481.3 萬 | 0.02% | −2,869−4.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 71,408 | $493.7 萬 | 0.41% | +5,252+7.9% | 加碼 |
| Federated Hermes, Inc. | 72,482 | $501.2 萬 | 0.01% | +71,432+6,803.0% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 71,184 | $504.6 萬 | 0.32% | +71,184 | 新進 |
| Ieq Capital, LLC | 73,803 | $510.3 萬 | 0.14% | −2,951−3.8% | 減碼 |
| Aureus Asset Management, LLC | 73,954 | $511.3 萬 | 0.45% | −44,738−37.7% | 減碼 |
| Treasurer of the State of North Carolina | 75,874 | $524.6 萬 | 0.03% | −7,590−9.1% | 減碼 |
| Standard Life Aberdeen plc | 77,248 | $534.1 萬 | 0.02% | +42,708+123.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,397 | $535.1 萬 | 0.02% | +174+0.2% | 加碼 |
| Arthedge Capital Management, LLC | 77,690 | $537.1 萬 | 5.48% | 00.0% | 不變 |
| Stifel Financial Corp | 78,118 | $540.1 萬 | 0.01% | +7,518+10.6% | 加碼 |
| Aristotle Atlantic Partners, LLC | 78,681 | $544.0 萬 | 0.33% | +459+0.6% | 加碼 |
| Vista Wealth Management Group, LLC | 73,813 | $546.3 萬 | 0.69% | +4,014+5.8% | 加碼 |
| Envestnet Asset Management Inc | 80,004 | $553.1 萬 | 0.00% | −147,024−64.8% | 減碼 |
| Archon Capital Management LLC | 80,000 | $553.1 萬 | 2.29% | −65,650−45.1% | 減碼 |
| Jane Street Group, LLC | 81,830 | $565.8 萬 | 0.01% | −132,019−61.7% | 減碼 |
| EULAV Asset Management | 88,000 | $608.4 萬 | 0.27% | 00.0% | 不變 |
| LPL Financial LLC | 89,054 | $615.7 萬 | 0.01% | +5,115+6.1% | 加碼 |
| Public Employees Retirement System of Ohio | 89,611 | $619.6 萬 | 0.03% | +1,002+1.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 94,500 | $653.4 萬 | 0.07% | −5,500−5.5% | 減碼 |
| London & Capital Asset Management Ltd | 97,334 | $673.0 萬 | 0.63% | +13,035+15.5% | 加碼 |
| State of Wisconsin Investment Board | 97,431 | $673.6 萬 | 0.02% | −22,457−18.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 100,435 | $694.4 萬 | 0.08% | +100,435 | 新進 |
| Selective Wealth Management, Inc. | 100,461 | $694.6 萬 | 2.98% | +20,995+26.4% | 加碼 |
| Burleson & Company, LLC | 101,157 | $699.4 萬 | 1.53% | +35,980+55.2% | 加碼 |
| Jackson Square Partners, LLC | 101,408 | $701.1 萬 | 0.18% | −25,624−20.2% | 減碼 |
| British Columbia Investment Management Corp | 102,087 | $705.8 萬 | 0.08% | −3,084−2.9% | 減碼 |
| Jump Financial, LLC | 102,946 | $711.8 萬 | 0.28% | +84,422+455.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 103,352 | $714.6 萬 | 0.03% | 00.0% | 不變 |
| Riverbridge Partners LLC | 111,139 | $768.4 萬 | 0.11% | +9,868+9.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 112,401 | $777.1 萬 | 0.02% | −53,667−32.3% | 減碼 |
| Motley Fool Wealth Management, LLC | 113,035 | $781.5 萬 | 0.51% | −1,346−1.2% | 減碼 |
| Leonteq Securities AG | 124,382 | $860.0 萬 | 0.45% | −23,995−16.2% | 減碼 |
| Liontrust Investment Partners LLP | 129,888 | $898.0 萬 | 0.15% | +2,000+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 133,042 | $919.8 萬 | 0.02% | +38,827+41.2% | 加碼 |
| Coatue Management LLC大師Coatue | 135,000 | $933.4 萬 | 0.11% | +135,000 | 新進 |
| Aviva PLC | 135,225 | $934.9 萬 | 0.05% | +110,571+448.5% | 加碼 |
| Price T Rowe Associates Inc | 136,858 | $946.3 萬 | 0.00% | −3,811,528−96.5% | 減碼 |
| Capital Research Global Investors | 139,125 | $961.9 萬 | 0.00% | +139,125 | 新進 |
| Nicholas Company, Inc. | 141,462 | $978.1 萬 | 0.22% | +44,305+45.6% | 加碼 |
| Portolan Capital Management, LLC | 144,758 | $1,001 萬 | 1.06% | +35,854+32.9% | 加碼 |
| Citigroup Inc | 146,206 | $1,011 萬 | 0.01% | −25,325−14.8% | 減碼 |
| Alliancebernstein L.P. | 147,353 | $1,019 萬 | 0.00% | −27,655−15.8% | 減碼 |
| Renaissance Technologies LLC | 164,700 | $1,139 萬 | 0.02% | +162,200+6,488.0% | 加碼 |
| Squarepoint Ops LLC | 166,746 | $1,153 萬 | 0.10% | +166,746 | 新進 |
| Harbor Spring Capital, LLC | 167,918 | $1,161 萬 | 3.59% | −32,082−16.0% | 減碼 |
| Crosslink Capital Inc | 173,803 | $1,202 萬 | 3.07% | +52,920+43.8% | 加碼 |
| Rhumbline Advisers | 178,471 | $1,234 萬 | 0.02% | +12,786+7.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 179,462 | $1,241 萬 | 0.02% | −66,089−26.9% | 減碼 |
| Barclays PLC | 186,720 | $1,291 萬 | 0.01% | −30,111−13.9% | 減碼 |
| Great West Life Assurance Co | 187,223 | $1,294 萬 | 0.04% | +30,444+19.4% | 加碼 |
| Ashford Capital Management Inc | 187,265 | $1,295 萬 | 1.97% | +103,746+124.2% | 加碼 |