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。
2023 年第 1 季 13F 持有人
Twilio Inc 在 2023/3/31 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
- 660
- 較 2022 年第 4 季 +65 家
- 持有股數
- 1.46 億
- 較 2022 年第 4 季 +55.5 萬 (+0.4%)
- 總市值
- $97.1 億
- 較 2022 年第 4 季 +$26.0 億 (+36.6%)
- 新進機構
- 140
- 另有 228 家加碼
- 清倉機構
- 75
- 另有 169 家減碼
另有 18 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,778,009 | $11.2 億 | 0.03% | +240,725+1.5% | 加碼 |
| BlackRock Inc. | 11,519,294 | $7.68 億 | 0.02% | +256,578+2.3% | 加碼 |
| FMR LLC | 9,589,225 | $6.39 億 | 0.06% | +2,109,091+28.2% | 加碼 |
| Generation Investment Management LLP | 7,556,873 | $5.04 億 | 2.68% | +270,533+3.7% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 6,250,001 | $4.16 億 | 2.86% | −1,159,944−15.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,091,244 | $3.39 億 | 0.25% | −847,149−14.3% | 減碼 |
| Voya Investment Management LLC | 4,817,644 | $3.21 億 | 0.34% | +3,460,452+255.0% | 加碼 |
| Baillie Gifford & Co | 4,576,672 | $3.05 億 | 0.28% | −2,193,951−32.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 4,605,283 | $3.01 億 | 3.46% | −852,575−15.6% | 減碼 |
| Bank of New York Mellon Corp | 3,602,515 | $2.40 億 | 0.05% | −692,259−16.1% | 減碼 |
| State Street Corp | 3,593,836 | $2.39 億 | 0.01% | +99,916+2.9% | 加碼 |
| SRS Investment Management, LLC | 3,019,695 | $2.01 億 | 2.89% | +2,413,702+398.3% | 加碼 |
| Alkeon Capital Management LLC | 2,710,387 | $1.81 億 | 1.16% | +673,295+33.1% | 加碼 |
| Pictet Asset Management SA | 2,665,850 | $1.78 億 | 0.22% | −433,898−14.0% | 減碼 |
| Alyeska Investment Group, L.P. | 2,437,159 | $1.62 億 | 1.43% | −729,070−23.0% | 減碼 |
| Geode Capital Management, LLC | 2,336,653 | $1.55 億 | 0.02% | +78,308+3.5% | 加碼 |
| Morgan Stanley | 2,009,444 | $1.34 億 | 0.01% | +256,160+14.6% | 加碼 |
| Norges Bank | 1,744,141 | $1.16 億 | 0.03% | +19,425+1.1% | 加碼 |
| Southpoint Capital Advisors LP | 1,700,000 | $1.13 億 | 2.57% | +1,700,000 | 新進 |
| Voloridge Investment Management, LLC | 1,683,669 | $1.12 億 | 0.56% | −668,758−28.4% | 減碼 |
| UBS Asset Management Americas Inc | 1,550,621 | $1.03 億 | 0.05% | +689,611+80.1% | 加碼 |
| Two Sigma Investments, LP | 1,465,598 | $9,765 萬 | 0.29% | −918,807−38.5% | 減碼 |
| Northern Trust Corp | 1,207,978 | $8,049 萬 | 0.02% | +158,368+15.1% | 加碼 |
| Amundi | 1,306,734 | $7,752 萬 | 0.04% | −395,811−23.2% | 減碼 |
| Swedbank AB | 1,132,913 | $7,549 萬 | 0.15% | −1,427,000−55.7% | 減碼 |
| Bank of America Corp | 1,094,089 | $7,290 萬 | 0.01% | −1,112,722−50.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,074,872 | $7,162 萬 | 0.44% | +1,074,872 | 新進 |
| Legal & General Group Plc | 1,023,828 | $6,822 萬 | 0.02% | +4,428+0.4% | 加碼 |
| Artemis Investment Management LLP | 1,012,584 | $6,733 萬 | 0.83% | +1,012,584 | 新進 |
| Nuveen Asset Management, LLC | 970,163 | $6,464 萬 | 0.02% | +201,012+26.1% | 加碼 |
| Eagle Asset Management Inc | 943,056 | $6,284 萬 | 0.37% | +943,056 | 新進 |
| First Trust Advisors LP | 922,041 | $6,144 萬 | 0.07% | −224,645−19.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 873,399 | $5,820 萬 | 0.08% | +832,789+2,050.7% | 加碼 |
| Scge Management, L.P. | 868,100 | $5,784 萬 | 1.59% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 886,211 | $5,694 萬 | 0.26% | +886,211 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 775,000 | $5,164 萬 | 7.26% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 737,539 | $4,914 萬 | 0.08% | +42,289+6.1% | 加碼 |
| Two Sigma Advisers, LP | 714,997 | $4,764 萬 | 0.12% | −491,100−40.7% | 減碼 |
| Swiss National Bank | 692,700 | $4,615 萬 | 0.03% | −11,600−1.6% | 減碼 |
| Summit Partners Public Asset Management, LLC | 673,230 | $4,486 萬 | 2.52% | +459,010+214.3% | 加碼 |
| Charles Schwab Investment Management Inc | 668,329 | $4,453 萬 | 0.01% | +33,407+5.3% | 加碼 |
| Assenagon Asset Management S.A. | 653,256 | $4,353 萬 | 0.17% | −92,829−12.4% | 減碼 |
| Deutsche Bank AG | 628,455 | $4,187 萬 | 0.02% | −266,436−29.8% | 減碼 |
| New York State Common Retirement Fund | 626,435 | $4,174 萬 | 0.06% | +5,674+0.9% | 加碼 |
| American Century Companies Inc | 605,048 | $4,031 萬 | 0.03% | +66,337+12.3% | 加碼 |
| Legion Partners Asset Management, LLC | 601,050 | $4,005 萬 | 11.77% | +601,050 | 新進 |
| Millennium Management LLC | 589,374 | $3,927 萬 | 0.05% | +61,824+11.7% | 加碼 |
| Toronado Partners, LLC | 566,702 | $3,776 萬 | 13.81% | −51,900−8.4% | 減碼 |
| Point72 Asset Management, L.P. | 546,092 | $3,639 萬 | 0.13% | −603,232−52.5% | 減碼 |
| Dorsal Capital Management, LLC | 500,000 | $3,332 萬 | 1.29% | +500,000 | 新進 |
| Man Group plc | – | $3,319 萬 | 0.12% | – | – |
| Invesco Ltd. | 437,379 | $2,914 萬 | 0.01% | −87,589−16.7% | 減碼 |
| Granahan Investment Management Inc | 436,153 | $2,906 萬 | 0.88% | +436,153 | 新進 |
| Dimensional Fund Advisors LP | 419,445 | $2,792 萬 | 0.01% | +148,850+55.0% | 加碼 |
| Goldman Sachs Group Inc | 368,325 | $2,454 萬 | 0.01% | −1,329,633−78.3% | 減碼 |
| Aviva PLC | 362,358 | $2,414 萬 | 0.11% | +277,724+328.1% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,411 萬 | 10.57% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 356,100 | $2,373 萬 | 0.06% | +7,149+2.0% | 加碼 |
| Crosslink Capital Inc | 352,163 | $2,346 萬 | 4.76% | +42,390+13.7% | 加碼 |
| Light Street Capital Management, LLC | 335,431 | $2,235 萬 | 5.45% | +335,431 | 新進 |
| Bares Capital Management, Inc. | 332,377 | $2,215 萬 | 0.78% | −66,000−16.6% | 減碼 |
| Wells Fargo & Company | 315,719 | $2,104 萬 | 0.01% | +31,337+11.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 312,365 | $2,081 萬 | 0.04% | +164,441+111.2% | 加碼 |
| Royal Bank of Canada | 311,223 | $2,074 萬 | 0.01% | +84,704+37.4% | 加碼 |
| Twinbeech Capital LP | 300,556 | $2,003 萬 | 0.41% | +300,556 | 新進 |
| California State Teachers Retirement System | 295,779 | $1,971 萬 | 0.03% | −1,319−0.4% | 減碼 |
| Marshall Wace, LLP | 294,623 | $1,963 萬 | 0.05% | +205,797+231.7% | 加碼 |
| Blair William & Co | 281,117 | $1,873 萬 | 0.07% | +19,894+7.6% | 加碼 |
| California Public Employees Retirement System | 266,496 | $1,776 萬 | 0.02% | −51,074−16.1% | 減碼 |
| Investment Management Corp of Ontario | 245,000 | $1,632 萬 | 0.68% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 241,170 | $1,607 萬 | 0.03% | +224,849+1,377.7% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 237,918 | $1,585 萬 | 1.60% | +40,308+20.4% | 加碼 |
| AXA S.A. | 219,254 | $1,461 萬 | 0.05% | +260+0.1% | 加碼 |
| Alliancebernstein L.P. | 218,418 | $1,455 萬 | 0.01% | +52,605+31.7% | 加碼 |
| Renaissance Technologies LLC | 215,800 | $1,438 萬 | 0.02% | −642,495−74.9% | 減碼 |
| Ashford Capital Management Inc | 212,877 | $1,418 萬 | 2.12% | −4,070−1.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 210,886 | $1,405 萬 | 0.03% | −960−0.5% | 減碼 |
| Barclays PLC | 208,650 | $1,390 萬 | 0.01% | −98,132−32.0% | 減碼 |
| Ameriprise Financial Inc | 201,981 | $1,346 萬 | 0.00% | −18,463−8.4% | 減碼 |
| Railway Pension Investments Ltd | 199,727 | $1,331 萬 | 0.14% | 00.0% | 不變 |
| Rhumbline Advisers | 199,269 | $1,328 萬 | 0.02% | +9,068+4.8% | 加碼 |
| Pacific Heights Asset Management LLC | 199,000 | $1,326 萬 | 1.25% | 00.0% | 不變 |
| Credit Suisse AG | 193,144 | $1,287 萬 | 0.01% | −77,208−28.6% | 減碼 |
| RJA Asset Management LLC | 189,682 | $1,264 萬 | 4.61% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 188,669 | $1,256 萬 | 0.02% | +152,380+419.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 185,585 | $1,237 萬 | 0.12% | +85,150+84.8% | 加碼 |
| Standard Life Aberdeen plc | 182,918 | $1,219 萬 | 0.03% | +96,741+112.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 192,152 | $1,203 萬 | 0.03% | +165,864+630.9% | 加碼 |
| HSBC Holdings PLC | 178,690 | $1,190 萬 | 0.02% | −464,138−72.2% | 減碼 |
| Cooper Creek Partners Management LLC | 173,132 | $1,154 萬 | 0.82% | 00.0% | 不變 |
| Portolan Capital Management, LLC | 167,607 | $1,117 萬 | 1.06% | −173,500−50.9% | 減碼 |
| Nicholas Company, Inc. | 165,377 | $1,102 萬 | 0.22% | 00.0% | 不變 |
| Great West Life Assurance Co | 163,207 | $1,088 萬 | 0.03% | +7,785+5.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 158,433 | $1,056 萬 | 0.03% | −136,714−46.3% | 減碼 |
| King Luther Capital Management Corp | 154,476 | $1,029 萬 | 0.05% | +105,806+217.4% | 加碼 |
| Quadrature Capital Ltd | 149,186 | $994.2 萬 | 0.27% | −42,594−22.2% | 減碼 |
| APG Asset Management N.V. | 157,306 | $964.7 萬 | 0.02% | −24,232−13.3% | 減碼 |
| La Financiere de L'Echiquier | 143,000 | $952.8 萬 | 0.50% | +33,700+30.8% | 加碼 |
| Liontrust Investment Partners LLP | 139,888 | $932.1 萬 | 0.14% | 00.0% | 不變 |
| Leonteq Securities AG | 133,077 | $886.7 萬 | 0.82% | −5,417−3.9% | 減碼 |