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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 29,465 | $196.5 萬 | 0.01% | −625−2.1% | 減碼 |
| Rafferty Asset Management, LLC | 28,673 | $191.0 萬 | 0.01% | −2,627−8.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 27,970 | $186.4 萬 | 0.06% | −1,148−3.9% | 減碼 |
| Front Street Capital Management, Inc. | 27,434 | $182.8 萬 | 0.39% | 00.0% | 不變 |
| Storebrand Asset Management AS | 26,622 | $177.4 萬 | 0.01% | +3,391+14.6% | 加碼 |
| Xcel Wealth Management, LLC | 26,414 | $176.0 萬 | 0.62% | −3,230−10.9% | 減碼 |
| Duality Advisers, LP | 26,195 | $174.5 萬 | 0.20% | +26,195 | 新進 |
| Nisa Investment Advisors, LLC | 25,618 | $170.7 萬 | 0.01% | +1,910+8.1% | 加碼 |
| Neuberger Berman Group LLC | 25,534 | $170.1 萬 | 0.00% | +580+2.3% | 加碼 |
| Janus Henderson Group PLC | 25,367 | $169.0 萬 | 0.00% | +188+0.7% | 加碼 |
| Andra AP-fonden | 25,300 | $168.6 萬 | 0.04% | +1,200+5.0% | 加碼 |
| ING Groep NV | 25,281 | $168.4 萬 | 0.02% | +25,281 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 24,702 | $164.6 萬 | 0.01% | +6,211+33.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 24,196 | $161.2 萬 | 0.88% | −285−1.2% | 減碼 |
| Janney Montgomery Scott LLC | 23,627 | $157.4 萬 | 0.01% | +3,590+17.9% | 加碼 |
| Allen Investment Management LLC | 23,400 | $155.9 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 23,148 | $154.3 萬 | 0.01% | +7,789+50.7% | 加碼 |
| Schroder Investment Management Group | 23,117 | $154.0 萬 | 0.00% | −3,885−14.4% | 減碼 |
| Quinn Opportunity Partners LLC | 22,909 | $152.6 萬 | 0.16% | −3,000−11.6% | 減碼 |
| Handelsbanken Fonder AB | 22,801 | $151.9 萬 | 0.01% | +5,503+31.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 22,752 | $151.5 萬 | 0.03% | −4,324−16.0% | 減碼 |
| Allianz Asset Management GmbH | 22,578 | $150.4 萬 | 0.00% | +8,366+58.9% | 加碼 |
| Royal Fund Management, LLC | 22,508 | $150.0 萬 | 0.23% | +22,508 | 新進 |
| Staley Capital Advisers Inc | 22,500 | $149.9 萬 | 0.08% | 00.0% | 不變 |
| Cutler Group LP | 22,276 | $148.4 萬 | 0.23% | +7,613+51.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 22,047 | $146.9 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 21,508 | $143.3 萬 | 0.02% | +13,459+167.2% | 加碼 |
| Cetera Investment Advisers | 21,100 | $140.6 萬 | 0.01% | +3,550+20.2% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 20,997 | $139.9 萬 | 0.66% | +13+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 20,952 | $139.6 萬 | 0.01% | +5,539+35.9% | 加碼 |
| IMC-Chicago, LLC | 20,532 | $136.8 萬 | 0.23% | +339+1.7% | 加碼 |
| Daiwa Securities Group Inc. | 20,420 | $136.1 萬 | 0.01% | +6,056+42.2% | 加碼 |
| Acadian Asset Management LLC | 20,416 | $135.6 萬 | 0.01% | +17,677+645.4% | 加碼 |
| Stonegate Investment Group, LLC | 20,045 | $133.6 萬 | 0.05% | +2,000+11.1% | 加碼 |
| Horrell Capital Management, Inc. | 20,000 | $133.3 萬 | 0.42% | 00.0% | 不變 |
| Diker Management LLC | 20,000 | $133.3 萬 | 1.39% | −10,000−33.3% | 減碼 |
| Palogic Value Management, L.P. | 20,000 | $133.3 萬 | 0.65% | −10,000−33.3% | 減碼 |
| UBS Oconnor LLC | 20,000 | $133.3 萬 | 0.03% | +20,000 | 新進 |
| Alight Capital Management LP | 20,000 | $133.3 萬 | 0.82% | +20,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 19,970 | $133.1 萬 | 0.00% | −7,131−26.3% | 減碼 |
| Nissay Asset Management Corp | 19,965 | $133.0 萬 | 0.01% | −756−3.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,436 | $129.5 萬 | 0.06% | +6,116+45.9% | 加碼 |
| CI Private Wealth, LLC | 19,263 | $128.4 萬 | 0.00% | +7,336+61.5% | 加碼 |
| Amalgamated Bank | 18,736 | $124.8 萬 | 0.01% | +248+1.3% | 加碼 |
| National Asset Management, Inc. | 18,730 | $124.8 萬 | 0.03% | +18,730 | 新進 |
| Edmond de Rothschild Holding S.A. | 18,655 | $124.3 萬 | 0.03% | +5,996+47.4% | 加碼 |
| AE Wealth Management LLC | 18,322 | $122.1 萬 | 0.01% | +98+0.5% | 加碼 |
| Principal Financial Group Inc | 17,793 | $118.6 萬 | 0.00% | −828−4.4% | 減碼 |
| Resonate Capital, LLC | 17,449 | $116.3 萬 | 1.88% | +1,811+11.6% | 加碼 |
| Polianta Ltd | 17,300 | $115.2 萬 | 0.53% | +1,400+8.8% | 加碼 |
| Guggenheim Capital LLC | 17,029 | $113.5 萬 | 0.01% | +3,670+27.5% | 加碼 |
| JustInvest LLC | 16,487 | $109.9 萬 | 0.04% | +2,411+17.1% | 加碼 |
| Gateway Investment Advisers LLC | 16,474 | $109.8 萬 | 0.01% | −3,746−18.5% | 減碼 |
| Panagora Asset Management Inc | 16,460 | $109.7 萬 | 0.01% | −349−2.1% | 減碼 |
| SEI Investments Co | 16,250 | $108.3 萬 | 0.00% | +9,916+156.6% | 加碼 |
| Lido Advisors, LLC | 16,238 | $108.2 萬 | 0.02% | +223+1.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 16,220 | $108.1 萬 | 0.00% | −2,126−11.6% | 減碼 |
| Sage Rhino Capital LLC | 16,022 | $106.8 萬 | 0.31% | +11+0.1% | 加碼 |
| Intech Investment Management LLC | 15,988 | $106.5 萬 | 0.01% | −546−3.3% | 減碼 |
| MUFG Securities EMEA plc | 15,893 | $105.9 萬 | 0.02% | −4,025−20.2% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 15,692 | $104.6 萬 | 1.37% | +15,692 | 新進 |
| Steel Peak Wealth Management LLC | 15,602 | $104.0 萬 | 0.07% | +3,057+24.4% | 加碼 |
| British Columbia Investment Management Corp | 15,541 | $103.5 萬 | 0.01% | +381+2.5% | 加碼 |
| Cetera Advisor Networks LLC | 15,492 | $103.2 萬 | 0.01% | +3,010+24.1% | 加碼 |
| Mariner, LLC | 15,313 | $101.5 萬 | 0.00% | +3,788+32.9% | 加碼 |
| Canada Pension Plan Investment Board | 15,070 | $100.4 萬 | 0.00% | +6,002+66.2% | 加碼 |
| Versor Investments LP | 15,033 | $100.2 萬 | 0.13% | +6,873+84.2% | 加碼 |
| Empire Life Investments Inc. | 14,863 | $99.0 萬 | 0.07% | +150+1.0% | 加碼 |
| Bain Capital Public Equity, LP | 14,798 | $98.6 萬 | 1.07% | +14,798 | 新進 |
| HarbourVest Partners LLC | 14,572 | $97.1 萬 | 0.33% | 00.0% | 不變 |
| Cerity Partners LLC | 14,310 | $95.3 萬 | 0.00% | +1,137+8.6% | 加碼 |
| First Growth Investment Manager LP | 14,250 | $94.9 萬 | 1.77% | −13,700−49.0% | 減碼 |
| Centaurus Financial, Inc. | 14,098 | $93.9 萬 | 0.08% | −283−2.0% | 減碼 |
| Westpac Banking Corp | 14,062 | $93.7 萬 | 0.01% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 13,999 | $93.3 萬 | 0.03% | +808+6.1% | 加碼 |
| Shay Capital LLC | 13,800 | $91.9 萬 | 0.38% | +13,800 | 新進 |
| Maryland State Retirement & Pension System | 13,776 | $91.8 萬 | 0.02% | +573+4.3% | 加碼 |
| Cantor Fitzgerald, L. P. | 13,716 | $91.4 萬 | 0.02% | +13,716 | 新進 |
| Tower Research Capital LLC (TRC) | 13,607 | $90.7 萬 | 0.03% | +13,097+2,568.0% | 加碼 |
| Quantinno Capital Management LP | 13,533 | $90.2 萬 | 0.06% | +13,533 | 新進 |
| Swiss Life Asset Management Ltd | 13,497 | $90.0 萬 | 0.01% | +1,339+11.0% | 加碼 |
| Integrated Wealth Concepts LLC | 13,237 | $88.2 萬 | 0.02% | +13,237 | 新進 |
| Ethic Inc. | 13,064 | $87.0 萬 | 0.04% | +352+2.8% | 加碼 |
| Qsemble Capital Management, LP | 13,000 | $86.6 萬 | 0.58% | +13,000 | 新進 |
| CFM Wealth Partners LLC | 12,941 | $86.2 萬 | 0.24% | +737+6.0% | 加碼 |
| Xponance, Inc. | 12,793 | $85.2 萬 | 0.01% | +77+0.6% | 加碼 |
| Alps Advisors Inc | 12,198 | $81.3 萬 | 0.01% | −23,325−65.7% | 減碼 |
| Mercer Global Advisors Inc | 12,022 | $80.1 萬 | 0.00% | +4,410+57.9% | 加碼 |
| Vetamer Capital Management, L.P. | 11,988 | $79.9 萬 | 1.10% | +3,582+42.6% | 加碼 |
| Macquarie Group Ltd | 11,949 | $79.6 萬 | 0.00% | +3,888+48.2% | 加碼 |
| Advisory Services Network, LLC | 11,675 | $77.8 萬 | 0.02% | +181+1.6% | 加碼 |
| Fox Run Management, L.L.C. | 11,512 | $76.7 萬 | 0.25% | +11,512 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,436 | $76.2 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,432 | $76.2 萬 | 0.00% | +961+9.2% | 加碼 |
| Gotham Asset Management, LLC | 11,403 | $76.0 萬 | 0.02% | +11,403 | 新進 |
| Squarepoint Ops LLC | 11,228 | $74.8 萬 | 0.01% | +11,228 | 新進 |
| MML Investors Services, LLC | 11,097 | $73.9 萬 | 0.01% | +138+1.3% | 加碼 |
| Wealthfront Advisers LLC | 10,951 | $73.0 萬 | 0.00% | +3,213+41.5% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 11,362 | $72.0 萬 | 0.02% | −1,998−15.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 10,793 | $71.9 萬 | 0.33% | +1,378+14.6% | 加碼 |