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。
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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 50,739 | $338.1 萬 | 0.03% | +1,683+3.4% | 加碼 |
| Oppenheimer & Co Inc | 53,118 | $353.9 萬 | 0.08% | +4,534+9.3% | 加碼 |
| Prudential Financial Inc | 44,874 | $368.5 萬 | 0.01% | −47,211−51.3% | 減碼 |
| Royal London Asset Management Ltd | 56,256 | $374.8 萬 | 0.02% | −1,250−2.2% | 減碼 |
| Meritech Capital Associates VI L.L.C. | 57,879 | $385.6 萬 | 5.32% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,049 | $392.2 萬 | 0.05% | −4,284−6.8% | 減碼 |
| ExodusPoint Capital Management, LP | 59,448 | $396.1 萬 | 0.05% | +37,148+166.6% | 加碼 |
| JS Capital Management LLC | 60,000 | $399.8 萬 | 0.72% | −10,000−14.3% | 減碼 |
| Parallel Advisors, LLC | 61,747 | $411.4 萬 | 0.14% | +3,379+5.8% | 加碼 |
| Ieq Capital, LLC | 63,490 | $423.0 萬 | 0.10% | −17,587−21.7% | 減碼 |
| Level Four Advisory Services, LLC | 63,859 | $425.5 萬 | 0.28% | +23,649+58.8% | 加碼 |
| Group One Trading, L.P. | 64,929 | $432.6 萬 | 0.21% | −15,164−18.9% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 65,000 | $433.1 萬 | 0.11% | +15,000+30.0% | 加碼 |
| Engineers Gate Manager LP | 65,295 | $435.1 萬 | 0.18% | +55,716+581.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 65,376 | $435.6 萬 | 0.04% | −32,416−33.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,093 | $440.4 萬 | 0.01% | +8,938+15.6% | 加碼 |
| Asset Management One Co.,Ltd. | 68,749 | $458.1 萬 | 0.02% | +1,945+2.9% | 加碼 |
| Brookfield Asset Management Inc. | 69,524 | $463.2 萬 | 0.02% | +69,524 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71,304 | $475.1 萬 | 0.02% | +27,263+61.9% | 加碼 |
| AQR Capital Management LLC | 75,901 | $487.3 萬 | 0.01% | +31,741+71.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 147,372 | $490.3 萬 | 0.01% | +19,394+15.2% | 加碼 |
| Erste Asset Management GmbH | 80,000 | $507.0 萬 | 0.10% | +80,000 | 新進 |
| Toronto Dominion Bank | 77,043 | $513.0 萬 | 0.01% | +19,433+33.7% | 加碼 |
| Wellington Management Group LLP | 77,960 | $519.4 萬 | 0.00% | +45,887+143.1% | 加碼 |
| Treasurer of the State of North Carolina | 78,584 | $523.6 萬 | 0.03% | +480+0.6% | 加碼 |
| CIBC World Markets Inc. | 78,596 | $523.7 萬 | 0.02% | +58,682+294.7% | 加碼 |
| G2 Investment Partners Management LLC | 80,000 | $533.0 萬 | 1.54% | +67,613+545.8% | 加碼 |
| Nomura Holdings Inc | 81,261 | $541.4 萬 | 0.05% | −142,812−63.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 83,900 | $559.0 萬 | 0.06% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 84,333 | $561.9 萬 | 0.00% | +18,542+28.2% | 加碼 |
| Jane Street Group, LLC | 86,484 | $576.2 萬 | 0.01% | −144,790−62.6% | 減碼 |
| Public Employees Retirement System of Ohio | 87,005 | $579.7 萬 | 0.02% | −5,690−6.1% | 減碼 |
| Bank of Montreal | 87,479 | $583.7 萬 | 0.00% | −51,635−37.1% | 減碼 |
| Twin Tree Management, LP | 88,301 | $588.3 萬 | 0.17% | +88,301 | 新進 |
| Arthedge Capital Management, LLC | 88,690 | $590.9 萬 | 6.00% | +5,000+6.0% | 加碼 |
| EULAV Asset Management | 89,000 | $593.0 萬 | 0.23% | +1,000+1.1% | 加碼 |
| State of Wisconsin Investment Board | 92,514 | $616.4 萬 | 0.02% | +4,679+5.3% | 加碼 |
| Cavalry Management Group, LLC | 93,592 | $623.6 萬 | 3.58% | +93,592 | 新進 |
| LPL Financial LLC | 97,550 | $650.0 萬 | 0.01% | +11,745+13.7% | 加碼 |
| Kettle Hill Capital Management, LLC | 99,456 | $662.7 萬 | 1.52% | +99,456 | 新進 |
| KCL Capital, L.P. | 100,000 | $666.3 萬 | 1.07% | +100,000 | 新進 |
| DnB Asset Management AS | 100,201 | $667.6 萬 | 0.04% | +74,103+283.9% | 加碼 |
| Point72 Middle East FZE | 100,358 | $668.7 萬 | 0.38% | +100,358 | 新進 |
| JPMorgan Chase & Co | 102,038 | $679.9 萬 | 0.00% | −80,766−44.2% | 減碼 |
| Tudor Investment Corp Et Al | 102,529 | $683.2 萬 | 0.13% | +64,927+172.7% | 加碼 |
| Ensign Peak Advisors, Inc | 103,031 | $686.5 萬 | 0.01% | −205,532−66.6% | 減碼 |
| UBS Group AG | 105,683 | $704.2 萬 | 0.00% | −20,820−16.5% | 減碼 |
| Price T Rowe Associates Inc | 106,124 | $707.2 萬 | 0.00% | −6,301−5.6% | 減碼 |
| Commonwealth Equity Services, LLC | 107,178 | $714.1 萬 | 0.02% | −1,712−1.6% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 107,231 | $714.5 萬 | 0.43% | +107,231 | 新進 |
| State of New Jersey Common Pension Fund D | 107,331 | $715.1 萬 | 0.03% | −5,903−5.2% | 減碼 |
| Teacher Retirement System of Texas | 109,124 | $727.1 萬 | 0.05% | +89,902+467.7% | 加碼 |
| Capital Fund Management S.A. | 110,275 | $734.8 萬 | 0.14% | +110,275 | 新進 |
| Motley Fool Wealth Management, LLC | 114,780 | $764.8 萬 | 0.48% | +6,122+5.6% | 加碼 |
| Citigroup Inc | 116,029 | $773.1 萬 | 0.01% | −2,386−2.0% | 減碼 |
| London & Capital Asset Management Ltd | 117,229 | $781.1 萬 | 0.73% | +3,336+2.9% | 加碼 |
| Balyasny Asset Management LLC | 118,484 | $789.5 萬 | 0.03% | +118,484 | 新進 |
| Adage Capital Partners GP, L.L.C. | 125,000 | $832.9 萬 | 0.02% | +125,000 | 新進 |
| Leonteq Securities AG | 133,077 | $886.7 萬 | 0.82% | −5,417−3.9% | 減碼 |
| Liontrust Investment Partners LLP | 139,888 | $932.1 萬 | 0.14% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 143,000 | $952.8 萬 | 0.50% | +33,700+30.8% | 加碼 |
| APG Asset Management N.V. | 157,306 | $964.7 萬 | 0.02% | −24,232−13.3% | 減碼 |
| Quadrature Capital Ltd | 149,186 | $994.2 萬 | 0.27% | −42,594−22.2% | 減碼 |
| King Luther Capital Management Corp | 154,476 | $1,029 萬 | 0.05% | +105,806+217.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 158,433 | $1,056 萬 | 0.03% | −136,714−46.3% | 減碼 |
| Great West Life Assurance Co | 163,207 | $1,088 萬 | 0.03% | +7,785+5.0% | 加碼 |
| Nicholas Company, Inc. | 165,377 | $1,102 萬 | 0.22% | 00.0% | 不變 |
| Portolan Capital Management, LLC | 167,607 | $1,117 萬 | 1.06% | −173,500−50.9% | 減碼 |
| Cooper Creek Partners Management LLC | 173,132 | $1,154 萬 | 0.82% | 00.0% | 不變 |
| HSBC Holdings PLC | 178,690 | $1,190 萬 | 0.02% | −464,138−72.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 192,152 | $1,203 萬 | 0.03% | +165,864+630.9% | 加碼 |
| Standard Life Aberdeen plc | 182,918 | $1,219 萬 | 0.03% | +96,741+112.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 185,585 | $1,237 萬 | 0.12% | +85,150+84.8% | 加碼 |
| Russell Investments Group, Ltd. | 188,669 | $1,256 萬 | 0.02% | +152,380+419.9% | 加碼 |
| RJA Asset Management LLC | 189,682 | $1,264 萬 | 4.61% | 00.0% | 不變 |
| Credit Suisse AG | 193,144 | $1,287 萬 | 0.01% | −77,208−28.6% | 減碼 |
| Pacific Heights Asset Management LLC | 199,000 | $1,326 萬 | 1.25% | 00.0% | 不變 |
| Rhumbline Advisers | 199,269 | $1,328 萬 | 0.02% | +9,068+4.8% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,331 萬 | 0.14% | 00.0% | 不變 |
| Ameriprise Financial Inc | 201,981 | $1,346 萬 | 0.00% | −18,463−8.4% | 減碼 |
| Barclays PLC | 208,650 | $1,390 萬 | 0.01% | −98,132−32.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 210,886 | $1,405 萬 | 0.03% | −960−0.5% | 減碼 |
| Ashford Capital Management Inc | 212,877 | $1,418 萬 | 2.12% | −4,070−1.9% | 減碼 |
| Renaissance Technologies LLC | 215,800 | $1,438 萬 | 0.02% | −642,495−74.9% | 減碼 |
| Alliancebernstein L.P. | 218,418 | $1,455 萬 | 0.01% | +52,605+31.7% | 加碼 |
| AXA S.A. | 219,254 | $1,461 萬 | 0.05% | +260+0.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 237,918 | $1,585 萬 | 1.60% | +40,308+20.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 241,170 | $1,607 萬 | 0.03% | +224,849+1,377.7% | 加碼 |
| Investment Management Corp of Ontario | 245,000 | $1,632 萬 | 0.68% | 00.0% | 不變 |
| California Public Employees Retirement System | 266,496 | $1,776 萬 | 0.02% | −51,074−16.1% | 減碼 |
| Blair William & Co | 281,117 | $1,873 萬 | 0.07% | +19,894+7.6% | 加碼 |
| Marshall Wace, LLP | 294,623 | $1,963 萬 | 0.05% | +205,797+231.7% | 加碼 |
| California State Teachers Retirement System | 295,779 | $1,971 萬 | 0.03% | −1,319−0.4% | 減碼 |
| Twinbeech Capital LP | 300,556 | $2,003 萬 | 0.41% | +300,556 | 新進 |
| Royal Bank of Canada | 311,223 | $2,074 萬 | 0.01% | +84,704+37.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 312,365 | $2,081 萬 | 0.04% | +164,441+111.2% | 加碼 |
| Wells Fargo & Company | 315,719 | $2,104 萬 | 0.01% | +31,337+11.0% | 加碼 |
| Bares Capital Management, Inc. | 332,377 | $2,215 萬 | 0.78% | −66,000−16.6% | 減碼 |
| Light Street Capital Management, LLC | 335,431 | $2,235 萬 | 5.45% | +335,431 | 新進 |
| Crosslink Capital Inc | 352,163 | $2,346 萬 | 4.76% | +42,390+13.7% | 加碼 |