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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、6 筆賣出;2026 年第 2 季末有 969 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 季與 2022 年第 4 季比較

持有 Twilio Inc 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

TWLO 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數61318660+65
股數1.46 億72.7 萬1.46 億+55.5 萬 (+0.4%)
市值$71.4 億$3,611 萬$97.1 億+$26.0 億 (+36.6%)

18 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(140 家)

2023 年第 1 季季末持有 Twilio Inc、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 140 家。

2023 年第 1 季新進 TWLO 的機構
機構股數市值佔組合 %
Southpoint Capital Advisors LP1,700,000$1.13 億2.57%
Jacobs Levy Equity Management, Inc1,074,872$7,162 萬0.44%
Artemis Investment Management LLP1,012,584$6,733 萬0.83%
Eagle Asset Management Inc943,056$6,284 萬0.37%
Empower Advisory Group, LLC886,211$5,694 萬0.26%
Legion Partners Asset Management, LLC601,050$4,005 萬11.77%
Dorsal Capital Management, LLC500,000$3,332 萬1.29%
Granahan Investment Management Inc436,153$2,906 萬0.88%
Light Street Capital Management, LLC335,431$2,235 萬5.45%
Twinbeech Capital LP300,556$2,003 萬0.41%
Adage Capital Partners GP, L.L.C.125,000$832.9 萬0.02%
Balyasny Asset Management LLC118,484$789.5 萬0.03%
Capital Fund Management S.A.110,275$734.8 萬0.14%
Bain Capital Public Equity Management II, LLC107,231$714.5 萬0.43%
Point72 Middle East FZE100,358$668.7 萬0.38%
KCL Capital, L.P.100,000$666.3 萬1.07%
Kettle Hill Capital Management, LLC99,456$662.7 萬1.52%
Cavalry Management Group, LLC93,592$623.6 萬3.58%
Twin Tree Management, LP88,301$588.3 萬0.17%
Erste Asset Management GmbH80,000$507.0 萬0.10%
Brookfield Asset Management Inc.69,524$463.2 萬0.02%
PEAK6 Investments LLC47,640$317.4 萬0.20%
Bayesian Capital Management, LP46,500$309.8 萬0.38%
Titleist Asset Management, LLC43,653$290.9 萬0.61%
Harbert Fund Advisors, Inc.37,400$249.2 萬1.78%
Two Sigma Securities, LLC36,993$246.5 萬0.20%
Dai-Ichi Life Insurance Company, Ltd36,654$244.2 萬0.05%
Polar Asset Management Partners Inc.35,000$233.2 萬0.04%
Metavasi Capital LP34,300$228.5 萬1.70%
Duality Advisers, LP26,195$174.5 萬0.20%
ING Groep NV25,281$168.4 萬0.02%
Royal Fund Management, LLC22,508$150.0 萬0.23%
UBS Oconnor LLC20,000$133.3 萬0.03%
Alight Capital Management LP20,000$133.3 萬0.82%
National Asset Management, Inc.18,730$124.8 萬0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.15,692$104.6 萬1.37%
Bain Capital Public Equity, LP14,798$98.6 萬1.07%
Shay Capital LLC13,800$91.9 萬0.38%
Cantor Fitzgerald, L. P.13,716$91.4 萬0.02%
Quantinno Capital Management LP13,533$90.2 萬0.06%
Integrated Wealth Concepts LLC13,237$88.2 萬0.02%
Qsemble Capital Management, LP13,000$86.6 萬0.58%
Fox Run Management, L.L.C.11,512$76.7 萬0.25%
Gotham Asset Management, LLC11,403$76.0 萬0.02%
Squarepoint Ops LLC11,228$74.8 萬0.01%
Moody National Bank Trust Division10,665$71.1 萬0.06%
Sapience Investments, LLC10,107$67.3 萬0.16%
Valmark Advisers, Inc.9,411$62.7 萬0.01%
Integrated Advisors Network LLC9,193$61.3 萬0.04%
Y-Intercept (Hong Kong) Ltd9,147$60.9 萬0.07%
Worldquant Millennium Advisors LLC8,936$59.5 萬0.01%
Dynamic Technology Lab Private Ltd8,300$55.3 萬0.05%
River & Mercantile Asset Management LLP8,190$54.6 萬0.11%
Green Alpha Advisors, LLC7,887$52.6 萬0.37%
Washington Capital Management Inc7,700$51.3 萬0.46%
Carolina Wealth Advisors, LLC7,650$51.0 萬0.30%
Oak Thistle LLC7,330$48.8 萬0.29%
Atria Wealth Solutions, Inc.6,747$45.0 萬0.01%
Texas Capital Bank Wealth Management Services Inc6,000$40.0 萬0.05%
Oak Harbor Wealth Partners, LLC5,800$38.6 萬0.14%
Metis Global Partners, LLC5,674$37.8 萬0.02%
American Trust5,640$37.6 萬0.03%
Connor, Clark & Lunn Investment Management Ltd.5,636$37.6 萬0.00%
Meridian Wealth Management, LLC5,500$36.6 萬0.03%
Toroso Investments, LLC5,419$36.1 萬0.01%
Private Advisor Group, LLC5,379$35.8 萬0.00%
Van Eck Associates Corp5,355$35.7 萬0.00%
Cipher Capital LP5,294$35.3 萬0.07%
Gsa Capital Partners LLP5,181$34.5 萬0.03%
Saranac Partners Ltd5,110$34.1 萬0.20%
Maven Securities LTD5,096$34.0 萬0.05%
Element Pointe Advisors, LLC4,996$33.3 萬0.11%
Freestone Capital Holdings, LLC4,843$32.3 萬0.01%
Nebula Research & Development LLC4,821$32.1 萬0.57%
Woodline Partners LP4,806$32.0 萬0.00%
Verition Fund Management LLC4,717$31.4 萬0.01%
Interchange Capital Partners, LLC4,577$30.5 萬0.17%
Alberta Investment Management Corp4,500$30.0 萬0.00%
SkyOak Wealth, LLC4,247$28.3 萬0.09%
Baird Financial Group, Inc.4,152$27.7 萬0.00%
MAI Capital Management4,151$27.7 萬0.00%
Independent Advisor Alliance4,046$27.0 萬0.01%
Quantamental Technologies LLC4,012$26.7 萬0.14%
G2 Capital Management, LLC4,010$26.7 萬0.11%
Aristotle Atlantic Partners, LLC4,000$26.7 萬0.01%
Ionic Capital Management LLC3,896$26.0 萬0.10%
Blue Zone Wealth Advisors, LLC3,822$25.5 萬0.14%
Cresset Asset Management, LLC3,812$25.4 萬0.01%
Advisor Partners II, LLC3,804$25.3 萬0.01%
Greenland Capital Management LP3,785$25.2 萬0.03%
Synergy Financial Group, LTD3,720$24.8 萬0.40%
Schonfeld Strategic Advisors LLC3,620$24.1 萬0.00%
Scotia Capital Inc.3,515$23.4 萬0.00%
Doliver Advisors, LP3,474$23.1 萬0.07%
Sawtooth Solutions, LLC3,452$23.0 萬0.01%
Insigneo Advisory Services, LLC3,448$23.0 萬0.07%
Bleakley Financial Group, LLC3,425$22.8 萬0.01%
Balentine LLC3,409$22.7 萬0.01%
Moneta Group Investment Advisors LLC3,375$22.5 萬0.01%
Knollwood Investment Advisory, LLC3,330$22.2 萬0.08%

清倉機構(75 家)

2022 年第 4 季季末持有 Twilio Inc、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 TWLO 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Contour Asset Management LLC2,143,118$1.05 億
Coatue Management LLC大師Coatue679,903$3,329 萬
Capital Research Global Investors507,242$2,483 萬
SeaTown Holdings Pte. Ltd.250,000$1,224 萬
Natixis230,025$1,126 萬
Holocene Advisors, LP184,283$902.2 萬
Kerrisdale Advisers, LLC126,227$618.0 萬
BIT Capital GmbH116,838$572.0 萬
Walleye Trading LLC81,327$398.2 萬
Seven Eight Capital, LP51,430$251.8 萬
Forsta Ap-Fonden51,400$251.7 萬
Quantbot Technologies LP43,475$212.9 萬
Walleye Capital LLC41,370$202.5 萬
Flossbach Von Storch AG38,000$186.0 萬
Lakehouse Capital Pty Ltd37,677$184.5 萬
Ilmarinen Mutual Pension Insurance Co35,000$171.4 萬
Tairen Capital Ltd30,000$146.9 萬
Long Focus Capital Management, LLC24,000$117.5 萬
Voss Capital, LLC21,239$104.0 萬
Graham Capital Management, L.P.19,770$96.8 萬
Teza Capital Management LLC18,881$92.4 萬
Pariax, LLC16,131$79.0 萬
Concentric Capital Strategies, LP15,628$76.5 萬
Capula Management Ltd12,050$59.0 萬
Palo Alto Wealth Advisors, LLC10,729$52.5 萬
Bridgewater Associates, LP10,378$50.8 萬
RMB Capital Management, LLC9,989$48.9 萬
Allstate Corp9,628$47.1 萬
Aquatic Capital Management LLC9,400$46.0 萬
Caas Capital Management LP9,300$45.5 萬
Capital Impact Advisors, LLC7,212$35.3 萬
AtonRa Partners6,965$34.1 萬
Marathon Trading Investment Management LLC6,500$31.8 萬
HRT Financial LP6,420$31.4 萬
Asahi Life Asset Management Co., Ltd.6,125$30.0 萬
CastleKnight Management LP5,500$26.9 萬
ProShare Advisors LLC5,395$26.4 萬
Regency Capital Management Inc.5,368$26.3 萬
Coldstream Capital Management Inc5,316$26.0 萬
Psagot Value Holdings Ltd. / (Israel)5,000$24.5 萬
Park Avenue Securities LLC4,597$22.5 萬
TownSquare Capital, LLC4,512$22.1 萬
Chicago Partners Investment Group LLC3,337$21.2 萬
Institute for Wealth Management, LLC.4,266$20.9 萬
Thrive Capital Management, LLC4,027$19.7 萬
Credit Agricole S A1,570$7.69 萬
Comerica Securities,inc.1,266$6.20 萬
Headlands Technologies LLC1,060$5.20 萬
Belmont Capital, LLC800$3.90 萬
Tobam546$2.70 萬
James Investment Research Inc531$2.60 萬
Zullo Investment Group, Inc.400$1.96 萬
U.S. Capital Wealth Advisors, LLC303$1.48 萬
Elequin Capital LP292$1.43 萬
Romano Brothers and Company215$1.05 萬
Accurate Wealth Management, LLC153$7,714
Dark Forest Capital Management LP138$6,756
Fairfield Financial Advisors, LTD95$4,651
Strengthening Families & Communities, LLC75$4,000
Corrado Advisors, LLC70$3,427
MinichMacGregor Wealth Management, LLC60$2,937
My Personal CFO, LLC52$2,546
Beaird Harris Wealth Management, LLC50$2,448
National Pension Service24$1,175
AlphaMark Advisors, LLC17$1,000
Blue Bell Private Wealth Management, LLC20$979
Fiduciary Alliance LLC20$979
Freedom Wealth Alliance, LLC11$539
Glen Eagle Advisors, LLC11$539
McElhenny Sheffield Capital Management, LLC8$392
Bogart Wealth, LLC7$343
Ten Capital Wealth Advisors, LLC6$294
RWM Asset Management, LLC4$196
Sofos Investments, Inc.49$142
Resources Management Corp10$0

尚未申報 2023 年第 1 季的機構(18 家)

2022 年第 4 季季末持有 Twilio Inc、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 TWLO、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Personal Capital Advisors Corp475,832$2,330 萬
Selective Wealth Management, Inc.86,724$470.6 萬
Mass Ave Global Inc.54,976$269.2 萬
Titleist Asset Management, Ltd.43,754$214.2 萬
Alpha Paradigm Partners, LLC22,247$108.9 萬
Comerica Bank11,293$62.4 萬
Allstate Investment Management Co9,628$47.1 萬
Burleson & Company, LLC9,061$44.4 萬
Gofen & Glossberg LLC7,070$34.6 萬
CoreCap Advisors, LLC2,785$13.6 萬
Seeyond1,306$6.39 萬
Cribstone Capital Management, LLC1,300$6.36 萬
Cornerstone Planning Group LLC307$1.60 萬
Neo Ivy Capital Management180$9,000
Boulder Wealth Advisors, LLC95$5,000
Sargent Bickham Lagudis LLC34$1,665
Trustcore Financial Services, LLC30$1,469
Heritage Wealth Management, LLC26$1,273