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 4 季 13F 持有人
Twilio Inc 在 2022/12/31 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
- 613
- 較 2022 年第 3 季 −62 家
- 持有股數
- 1.46 億
- 較 2022 年第 3 季 −147.9 萬 (−1.0%)
- 總市值
- $71.4 億
- 較 2022 年第 3 季 −$30.6 億 (−30.0%)
- 新進機構
- 100
- 另有 196 家加碼
- 清倉機構
- 162
- 另有 223 家減碼
另有 14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,537,284 | $8.10 億 | 0.02% | +361,919+2.2% | 加碼 |
| BlackRock Inc. | 11,262,716 | $5.51 億 | 0.02% | +920,449+8.9% | 加碼 |
| FMR LLC | 7,480,134 | $3.66 億 | 0.04% | −2,627,651−26.0% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 7,409,945 | $3.63 億 | 3.14% | +583,314+8.5% | 加碼 |
| Generation Investment Management LLP | 7,286,340 | $3.57 億 | 2.06% | +2,265,233+45.1% | 加碼 |
| Baillie Gifford & Co | 6,770,623 | $3.31 億 | 0.35% | −150,059−2.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,938,393 | $2.91 億 | 0.23% | +707,908+13.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,457,858 | $2.67 億 | 3.85% | +709,838+15.0% | 加碼 |
| Bank of New York Mellon Corp | 4,294,774 | $2.10 億 | 0.05% | +1,249,752+41.0% | 加碼 |
| State Street Corp | 3,493,920 | $1.71 億 | 0.01% | +8590.0% | 加碼 |
| Alyeska Investment Group, L.P. | 3,166,229 | $1.55 億 | 1.60% | +566,652+21.8% | 加碼 |
| Pictet Asset Management SA | 3,099,748 | $1.52 億 | 0.22% | +862,850+38.6% | 加碼 |
| Swedbank AB | 2,559,913 | $1.25 億 | 0.28% | +1,398,537+120.4% | 加碼 |
| Two Sigma Investments, LP | 2,384,405 | $1.17 億 | 0.38% | +1,012,163+73.8% | 加碼 |
| Voloridge Investment Management, LLC | 2,352,427 | $1.15 億 | 0.64% | +316,383+15.5% | 加碼 |
| Geode Capital Management, LLC | 2,258,345 | $1.10 億 | 0.02% | +87,844+4.0% | 加碼 |
| Bank of America Corp | 2,206,811 | $1.08 億 | 0.01% | +1,124,849+104.0% | 加碼 |
| Contour Asset Management LLC | 2,143,118 | $1.05 億 | 6.47% | +2,143,118 | 新進 |
| Alkeon Capital Management LLC | 2,037,092 | $9,974 萬 | 0.74% | +524,132+34.6% | 加碼 |
| Amundi | 1,702,545 | $8,773 萬 | 0.05% | −568,962−25.0% | 減碼 |
| Morgan Stanley | 1,753,284 | $8,584 萬 | 0.01% | −515,369−22.7% | 減碼 |
| Norges Bank | 1,724,716 | $8,444 萬 | 0.02% | +397,685+30.0% | 加碼 |
| Goldman Sachs Group Inc | 1,697,958 | $8,313 萬 | 0.02% | −629,801−27.1% | 減碼 |
| Citadel Advisors LLC | 1,562,298 | $7,649 萬 | 0.09% | +1,554,498+19,929.5% | 加碼 |
| Voya Investment Management LLC | 1,357,192 | $6,645 萬 | 0.08% | −776,590−36.4% | 減碼 |
| Two Sigma Advisers, LP | 1,206,097 | $5,905 萬 | 0.16% | +243,500+25.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,149,324 | $5,627 萬 | 0.21% | +823,744+253.0% | 加碼 |
| First Trust Advisors LP | 1,146,686 | $5,605 萬 | 0.07% | +120,169+11.7% | 加碼 |
| Northern Trust Corp | 1,049,610 | $5,139 萬 | 0.01% | +4370.0% | 加碼 |
| Legal & General Group Plc | 1,019,400 | $4,991 萬 | 0.02% | −44,420−4.2% | 減碼 |
| Deutsche Bank AG | 894,891 | $4,381 萬 | 0.03% | +56,211+6.7% | 加碼 |
| Scge Management, L.P. | 868,100 | $4,250 萬 | 1.50% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 861,010 | $4,216 萬 | 0.02% | +138,403+19.2% | 加碼 |
| Renaissance Technologies LLC | 858,295 | $4,202 萬 | 0.06% | +693,595+421.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 775,000 | $3,794 萬 | 4.75% | +10,000+1.3% | 加碼 |
| Nuveen Asset Management, LLC | 769,151 | $3,766 萬 | 0.01% | +175,401+29.5% | 加碼 |
| Assenagon Asset Management S.A. | 746,085 | $3,653 萬 | 0.15% | +223,809+42.9% | 加碼 |
| Swiss National Bank | 704,300 | $3,448 萬 | 0.02% | −39,160−5.3% | 減碼 |
| Susquehanna International Group, LLP | 695,250 | $3,404 萬 | 0.07% | +291,302+72.1% | 加碼 |
| Coatue Management LLC大師Coatue | 679,903 | $3,329 萬 | 0.37% | +544,903+403.6% | 加碼 |
| HSBC Holdings PLC | 642,828 | $3,109 萬 | 0.04% | −236,390−26.9% | 減碼 |
| Charles Schwab Investment Management Inc | 634,922 | $3,109 萬 | 0.01% | +47,115+8.0% | 加碼 |
| New York State Common Retirement Fund | 620,761 | $3,039 萬 | 0.04% | +30,695+5.2% | 加碼 |
| Toronado Partners, LLC | 618,602 | $3,029 萬 | 11.61% | +221,700+55.9% | 加碼 |
| SRS Investment Management, LLC | 605,993 | $2,967 萬 | 0.54% | +113,045+22.9% | 加碼 |
| American Century Companies Inc | 538,711 | $2,638 萬 | 0.02% | +3,451+0.6% | 加碼 |
| Millennium Management LLC | 527,550 | $2,583 萬 | 0.03% | +468,423+792.2% | 加碼 |
| Invesco Ltd. | 524,968 | $2,570 萬 | 0.01% | +2,721+0.5% | 加碼 |
| Capital Research Global Investors | 507,242 | $2,483 萬 | 0.01% | +368,117+264.6% | 加碼 |
| Personal Capital Advisors Corp | 475,832 | $2,330 萬 | 0.11% | +170,884+56.0% | 加碼 |
| Federated Hermes, Inc. | 448,100 | $2,194 萬 | 0.06% | +375,618+518.2% | 加碼 |
| Bares Capital Management, Inc. | 398,377 | $1,950 萬 | 0.74% | +27,000+7.3% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $1,772 萬 | 10.90% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 348,951 | $1,708 萬 | 0.04% | +68,432+24.4% | 加碼 |
| Portolan Capital Management, LLC | 341,107 | $1,670 萬 | 1.66% | +196,349+135.6% | 加碼 |
| California Public Employees Retirement System | 317,570 | $1,555 萬 | 0.01% | −33,551−9.6% | 減碼 |
| Crosslink Capital Inc | 309,773 | $1,517 萬 | 3.66% | +135,970+78.2% | 加碼 |
| Ensign Peak Advisors, Inc | 308,563 | $1,511 萬 | 0.03% | +247,267+403.4% | 加碼 |
| Barclays PLC | 306,782 | $1,502 萬 | 0.01% | +120,062+64.3% | 加碼 |
| California State Teachers Retirement System | 297,098 | $1,455 萬 | 0.02% | +3,861+1.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 295,147 | $1,445 萬 | 0.04% | −5,404−1.8% | 減碼 |
| Wells Fargo & Company | 284,382 | $1,392 萬 | 0.00% | −218,318−43.4% | 減碼 |
| Dimensional Fund Advisors LP | 270,595 | $1,324 萬 | 0.00% | +43,728+19.3% | 加碼 |
| Credit Suisse AG | 270,352 | $1,324 萬 | 0.01% | −171,918−38.9% | 減碼 |
| Blair William & Co | 261,223 | $1,279 萬 | 0.06% | −184,463−41.4% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 250,000 | $1,224 萬 | 1.81% | +250,000 | 新進 |
| Investment Management Corp of Ontario | 245,000 | $1,200 萬 | 0.58% | 00.0% | 不變 |
| Jane Street Group, LLC | 231,274 | $1,132 萬 | 0.02% | +149,444+182.6% | 加碼 |
| Natixis | 230,025 | $1,126 萬 | 0.07% | −8,206−3.4% | 減碼 |
| Royal Bank of Canada | 226,519 | $1,109 萬 | 0.00% | −105,955−31.9% | 減碼 |
| Nomura Holdings Inc | 224,073 | $1,097 萬 | 0.11% | −18,477−7.6% | 減碼 |
| AXA S.A. | 218,994 | $1,072 萬 | 0.04% | −4,839−2.2% | 減碼 |
| Ashford Capital Management Inc | 216,947 | $1,062 萬 | 1.65% | +29,682+15.9% | 加碼 |
| Summit Partners Public Asset Management, LLC | 214,220 | $1,049 萬 | 0.77% | +214,220 | 新進 |
| Ameriprise Financial Inc | 220,444 | $1,041 萬 | 0.00% | −110,165−33.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 211,846 | $1,037 萬 | 0.03% | −2,610−1.2% | 減碼 |
| Railway Pension Investments Ltd | 199,727 | $977.9 萬 | 0.10% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 199,000 | $974.3 萬 | 0.95% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 197,610 | $967.5 萬 | 0.96% | −202,600−50.6% | 減碼 |
| Quadrature Capital Ltd | 191,780 | $939.1 萬 | 0.28% | −61,175−24.2% | 減碼 |
| Rhumbline Advisers | 190,201 | $931.2 萬 | 0.01% | +11,730+6.6% | 加碼 |
| RJA Asset Management LLC | 189,682 | $928.7 萬 | 4.03% | +189,682 | 新進 |
| Man Group plc | 189,504 | $927.8 萬 | 0.03% | +128,374+210.0% | 加碼 |
| Holocene Advisors, LP | 184,283 | $902.2 萬 | 0.06% | −25,012−12.0% | 減碼 |
| JPMorgan Chase & Co | 182,804 | $895.0 萬 | 0.00% | −519,889−74.0% | 減碼 |
| APG Asset Management N.V. | 181,538 | $888.8 萬 | 0.02% | +159,922+739.8% | 加碼 |
| Cooper Creek Partners Management LLC | 173,132 | $847.7 萬 | 0.70% | +173,132 | 新進 |
| Alliancebernstein L.P. | 165,813 | $811.8 萬 | 0.00% | +18,460+12.5% | 加碼 |
| Nicholas Company, Inc. | 165,377 | $809.7 萬 | 0.17% | +23,915+16.9% | 加碼 |
| Great West Life Assurance Co | 155,422 | $763.1 萬 | 0.02% | −31,801−17.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 147,924 | $724.2 萬 | 0.02% | −60,240−28.9% | 減碼 |
| Liontrust Investment Partners LLP | 139,888 | $684.9 萬 | 0.12% | +10,000+7.7% | 加碼 |
| Bank of Montreal | 139,114 | $681.9 萬 | 0.01% | +88,329+173.9% | 加碼 |
| Leonteq Securities AG | 138,494 | $678.1 萬 | 0.36% | +14,112+11.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 127,978 | $625.5 萬 | 0.02% | +15,577+13.9% | 加碼 |
| UBS Group AG | 126,503 | $619.4 萬 | 0.00% | −62,408−33.0% | 減碼 |
| Kerrisdale Advisers, LLC | 126,227 | $618.0 萬 | 1.83% | +126,227 | 新進 |
| Citigroup Inc | 118,415 | $579.8 萬 | 0.01% | −27,791−19.0% | 減碼 |
| BIT Capital GmbH | 116,838 | $572.0 萬 | 1.19% | −196,647−62.7% | 減碼 |
| London & Capital Asset Management Ltd | 113,893 | $557.6 萬 | 0.51% | +16,559+17.0% | 加碼 |