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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 125,000 | $832.9 萬 | 0.02% | +125,000 | 新進 |
| Balyasny Asset Management LLC | 118,484 | $789.5 萬 | 0.03% | +118,484 | 新進 |
| London & Capital Asset Management Ltd | 117,229 | $781.1 萬 | 0.73% | +3,336+2.9% | 加碼 |
| Citigroup Inc | 116,029 | $773.1 萬 | 0.01% | −2,386−2.0% | 減碼 |
| Motley Fool Wealth Management, LLC | 114,780 | $764.8 萬 | 0.48% | +6,122+5.6% | 加碼 |
| Capital Fund Management S.A. | 110,275 | $734.8 萬 | 0.14% | +110,275 | 新進 |
| Teacher Retirement System of Texas | 109,124 | $727.1 萬 | 0.05% | +89,902+467.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 107,331 | $715.1 萬 | 0.03% | −5,903−5.2% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 107,231 | $714.5 萬 | 0.43% | +107,231 | 新進 |
| Commonwealth Equity Services, LLC | 107,178 | $714.1 萬 | 0.02% | −1,712−1.6% | 減碼 |
| Price T Rowe Associates Inc | 106,124 | $707.2 萬 | 0.00% | −6,301−5.6% | 減碼 |
| UBS Group AG | 105,683 | $704.2 萬 | 0.00% | −20,820−16.5% | 減碼 |
| Ensign Peak Advisors, Inc | 103,031 | $686.5 萬 | 0.01% | −205,532−66.6% | 減碼 |
| Tudor Investment Corp Et Al | 102,529 | $683.2 萬 | 0.13% | +64,927+172.7% | 加碼 |
| JPMorgan Chase & Co | 102,038 | $679.9 萬 | 0.00% | −80,766−44.2% | 減碼 |
| Point72 Middle East FZE | 100,358 | $668.7 萬 | 0.38% | +100,358 | 新進 |
| DnB Asset Management AS | 100,201 | $667.6 萬 | 0.04% | +74,103+283.9% | 加碼 |
| KCL Capital, L.P. | 100,000 | $666.3 萬 | 1.07% | +100,000 | 新進 |
| Kettle Hill Capital Management, LLC | 99,456 | $662.7 萬 | 1.52% | +99,456 | 新進 |
| LPL Financial LLC | 97,550 | $650.0 萬 | 0.01% | +11,745+13.7% | 加碼 |
| Cavalry Management Group, LLC | 93,592 | $623.6 萬 | 3.58% | +93,592 | 新進 |
| State of Wisconsin Investment Board | 92,514 | $616.4 萬 | 0.02% | +4,679+5.3% | 加碼 |
| EULAV Asset Management | 89,000 | $593.0 萬 | 0.23% | +1,000+1.1% | 加碼 |
| Arthedge Capital Management, LLC | 88,690 | $590.9 萬 | 6.00% | +5,000+6.0% | 加碼 |
| Twin Tree Management, LP | 88,301 | $588.3 萬 | 0.17% | +88,301 | 新進 |
| Bank of Montreal | 87,479 | $583.7 萬 | 0.00% | −51,635−37.1% | 減碼 |
| Public Employees Retirement System of Ohio | 87,005 | $579.7 萬 | 0.02% | −5,690−6.1% | 減碼 |
| Jane Street Group, LLC | 86,484 | $576.2 萬 | 0.01% | −144,790−62.6% | 減碼 |
| Envestnet Asset Management Inc | 84,333 | $561.9 萬 | 0.00% | +18,542+28.2% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 83,900 | $559.0 萬 | 0.06% | 00.0% | 不變 |
| Nomura Holdings Inc | 81,261 | $541.4 萬 | 0.05% | −142,812−63.7% | 減碼 |
| G2 Investment Partners Management LLC | 80,000 | $533.0 萬 | 1.54% | +67,613+545.8% | 加碼 |
| CIBC World Markets Inc. | 78,596 | $523.7 萬 | 0.02% | +58,682+294.7% | 加碼 |
| Treasurer of the State of North Carolina | 78,584 | $523.6 萬 | 0.03% | +480+0.6% | 加碼 |
| Wellington Management Group LLP | 77,960 | $519.4 萬 | 0.00% | +45,887+143.1% | 加碼 |
| Toronto Dominion Bank | 77,043 | $513.0 萬 | 0.01% | +19,433+33.7% | 加碼 |
| Erste Asset Management GmbH | 80,000 | $507.0 萬 | 0.10% | +80,000 | 新進 |
| CIBC Private Wealth Group, LLC | 147,372 | $490.3 萬 | 0.01% | +19,394+15.2% | 加碼 |
| AQR Capital Management LLC | 75,901 | $487.3 萬 | 0.01% | +31,741+71.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71,304 | $475.1 萬 | 0.02% | +27,263+61.9% | 加碼 |
| Brookfield Asset Management Inc. | 69,524 | $463.2 萬 | 0.02% | +69,524 | 新進 |
| Asset Management One Co.,Ltd. | 68,749 | $458.1 萬 | 0.02% | +1,945+2.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,093 | $440.4 萬 | 0.01% | +8,938+15.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 65,376 | $435.6 萬 | 0.04% | −32,416−33.1% | 減碼 |
| Engineers Gate Manager LP | 65,295 | $435.1 萬 | 0.18% | +55,716+581.6% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 65,000 | $433.1 萬 | 0.11% | +15,000+30.0% | 加碼 |
| Group One Trading, L.P. | 64,929 | $432.6 萬 | 0.21% | −15,164−18.9% | 減碼 |
| Level Four Advisory Services, LLC | 63,859 | $425.5 萬 | 0.28% | +23,649+58.8% | 加碼 |
| Ieq Capital, LLC | 63,490 | $423.0 萬 | 0.10% | −17,587−21.7% | 減碼 |
| Parallel Advisors, LLC | 61,747 | $411.4 萬 | 0.14% | +3,379+5.8% | 加碼 |
| JS Capital Management LLC | 60,000 | $399.8 萬 | 0.72% | −10,000−14.3% | 減碼 |
| ExodusPoint Capital Management, LP | 59,448 | $396.1 萬 | 0.05% | +37,148+166.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,049 | $392.2 萬 | 0.05% | −4,284−6.8% | 減碼 |
| Meritech Capital Associates VI L.L.C. | 57,879 | $385.6 萬 | 5.32% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 56,256 | $374.8 萬 | 0.02% | −1,250−2.2% | 減碼 |
| Prudential Financial Inc | 44,874 | $368.5 萬 | 0.01% | −47,211−51.3% | 減碼 |
| Oppenheimer & Co Inc | 53,118 | $353.9 萬 | 0.08% | +4,534+9.3% | 加碼 |
| Arizona State Retirement System | 50,739 | $338.1 萬 | 0.03% | +1,683+3.4% | 加碼 |
| Raymond James & Associates | 50,559 | $336.9 萬 | 0.00% | +20,898+70.5% | 加碼 |
| Vontobel Holding Ltd. | 50,230 | $334.7 萬 | 0.03% | −5,419−9.7% | 減碼 |
| PEAK6 Investments LLC | 47,640 | $317.4 萬 | 0.20% | +47,640 | 新進 |
| Formula Growth Ltd | 47,010 | $313.2 萬 | 1.01% | −278−0.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,667 | $310.9 萬 | 0.02% | +1,516+3.4% | 加碼 |
| Bayesian Capital Management, LP | 46,500 | $309.8 萬 | 0.38% | +46,500 | 新進 |
| Korea Investment CORP | 44,972 | $299.6 萬 | 0.01% | −21,725−32.6% | 減碼 |
| Prudential PLC | 43,707 | $291.2 萬 | 0.03% | −50.0% | 減碼 |
| Titleist Asset Management, LLC | 43,653 | $290.9 萬 | 0.61% | +43,653 | 新進 |
| HighTower Advisors, LLC | 43,425 | $288.9 萬 | 0.01% | +76+0.2% | 加碼 |
| Vista Wealth Management Group, LLC | 43,267 | $288.3 萬 | 0.32% | −29,092−40.2% | 減碼 |
| Advisor Group Holdings, Inc. | 42,735 | $283.4 萬 | 0.01% | +1,783+4.4% | 加碼 |
| Citadel Advisors LLC | 41,416 | $276.0 萬 | 0.00% | −1,520,882−97.3% | 減碼 |
| Nomura Asset Management Co Ltd | 41,065 | $273.6 萬 | 0.01% | +1,030+2.6% | 加碼 |
| Jacob Asset Management of New York LLC | 39,511 | $263.3 萬 | 3.07% | −14,792−27.2% | 減碼 |
| Stifel Financial Corp | 39,356 | $262.2 萬 | 0.00% | −5,991−13.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 42,740 | $262.1 萬 | 0.02% | −1,098−2.5% | 減碼 |
| Victory Capital Management Inc | 38,578 | $257.0 萬 | 0.00% | −1,064−2.7% | 減碼 |
| Forte Capital LLC | 38,352 | $255.5 萬 | 0.39% | −735−1.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,692 | $251.1 萬 | 0.03% | +15,000+66.1% | 加碼 |
| IFM Investors Pty Ltd | 37,456 | $249.6 萬 | 0.04% | +3,118+9.1% | 加碼 |
| Harbert Fund Advisors, Inc. | 37,400 | $249.2 萬 | 1.78% | +37,400 | 新進 |
| SWS Partners | 37,020 | $246.7 萬 | 0.92% | +2,818+8.2% | 加碼 |
| Two Sigma Securities, LLC | 36,993 | $246.5 萬 | 0.20% | +36,993 | 新進 |
| Qube Research & Technologies Ltd | 36,829 | $245.4 萬 | 0.01% | +24,717+204.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 36,654 | $244.2 萬 | 0.05% | +36,654 | 新進 |
| First Republic Investment Management, Inc. | 36,542 | $243.5 萬 | 0.01% | +1,681+4.8% | 加碼 |
| USS Investment Management Ltd | 35,608 | $237.3 萬 | 0.03% | +5,755+19.3% | 加碼 |
| TD Asset Management Inc | 35,357 | $235.6 萬 | 0.00% | −781−2.2% | 減碼 |
| Polar Asset Management Partners Inc. | 35,000 | $233.2 萬 | 0.04% | +35,000 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 34,713 | $231.3 萬 | 0.01% | +23,042+197.4% | 加碼 |
| Creative Planning | 34,446 | $229.5 萬 | 0.00% | +2,792+8.8% | 加碼 |
| Metavasi Capital LP | 34,300 | $228.5 萬 | 1.70% | +34,300 | 新進 |
| Federated Hermes, Inc. | 33,133 | $220.8 萬 | 0.01% | −414,967−92.6% | 減碼 |
| Slow Capital, Inc. | 33,033 | $220.1 萬 | 0.41% | +4,632+16.3% | 加碼 |
| Consolidated Press International Holdings Ltd | 32,116 | $214.0 萬 | 1.02% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 31,439 | $209.5 萬 | 0.00% | +11,135+54.8% | 加碼 |
| AIA Group Ltd | 31,408 | $209.3 萬 | 0.11% | +24,410+348.8% | 加碼 |
| Simplex Trading, LLC | 31,381 | $209.0 萬 | 0.09% | −36,445−53.7% | 減碼 |
| Utah Retirement Systems | 30,419 | $202.7 萬 | 0.03% | +100+0.3% | 加碼 |
| Firsthand Capital Management, Inc. | 30,000 | $199.9 萬 | 2.17% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 29,885 | $199.1 萬 | 0.46% | +559+1.9% | 加碼 |