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 2 季 13F 持有人
Twilio Inc 在 2023/6/30 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
- 620
- 較 2023 年第 1 季 −37 家
- 持有股數
- 1.49 億
- 較 2023 年第 1 季 +291.5 萬 (+2.0%)
- 總市值
- $94.6 億
- 較 2023 年第 1 季 −$2.56 億 (−2.6%)
- 新進機構
- 70
- 另有 202 家加碼
- 清倉機構
- 107
- 另有 224 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,000 | $540.8 萬 | 0.01% | +85,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 88,586 | $563.6 萬 | 0.01% | −784,813−89.9% | 減碼 |
| Arthedge Capital Management, LLC | 88,690 | $564.2 萬 | 4.63% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 93,283 | $593.5 萬 | 0.02% | +769+0.8% | 加碼 |
| EULAV Asset Management | 96,000 | $610.8 萬 | 0.23% | +7,000+7.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 96,857 | $616.2 萬 | 0.01% | −215,508−69.0% | 減碼 |
| Ensign Peak Advisors, Inc | 103,881 | $660.9 萬 | 0.01% | +850+0.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 103,885 | $660.9 萬 | 0.06% | −81,700−44.0% | 減碼 |
| Peconic Partners LLC | 105,000 | $668.0 萬 | 0.32% | +105,000 | 新進 |
| HSBC Holdings PLC | 105,388 | $672.4 萬 | 0.01% | −73,302−41.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 107,331 | $682.8 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 108,204 | $688.4 萬 | 0.01% | +1,026+1.0% | 加碼 |
| Parnassus Investments | 108,722 | $691.7 萬 | 0.02% | +108,722 | 新進 |
| Price T Rowe Associates Inc | 109,636 | $697.6 萬 | 0.00% | +3,512+3.3% | 加碼 |
| Motley Fool Wealth Management, LLC | 111,896 | $710.8 萬 | 0.42% | −2,884−2.5% | 減碼 |
| Citigroup Inc | 118,767 | $755.6 萬 | 0.01% | +2,738+2.4% | 加碼 |
| LPL Financial LLC | 120,697 | $767.9 萬 | 0.01% | +23,147+23.7% | 加碼 |
| London & Capital Asset Management Ltd | 122,811 | $781.3 萬 | 0.77% | +5,582+4.8% | 加碼 |
| Swedbank AB | 123,913 | $788.3 萬 | 0.01% | −1,009,000−89.1% | 減碼 |
| Two Sigma Advisers, LP | 137,497 | $874.8 萬 | 0.02% | −577,500−80.8% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 145,000 | $922.5 萬 | 0.20% | +80,000+123.1% | 加碼 |
| APG Asset Management N.V. | 158,372 | $923.5 萬 | 0.02% | +1,066+0.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 145,247 | $924.1 萬 | 0.02% | −2,125−1.4% | 減碼 |
| Simplex Trading, LLC | 151,671 | $964.9 萬 | 0.41% | +120,290+383.3% | 加碼 |
| Liontrust Investment Partners LLP | 154,388 | $982.2 萬 | 0.14% | +14,500+10.4% | 加碼 |
| Quadrature Capital Ltd | 154,405 | $982.5 萬 | 0.22% | +5,219+3.5% | 加碼 |
| La Financiere de L'Echiquier | 155,000 | $986.1 萬 | 0.49% | +12,000+8.4% | 加碼 |
| Neuberger Berman Group LLC | 158,482 | $1,011 萬 | 0.01% | +132,948+520.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 161,170 | $1,025 萬 | 0.02% | +2,737+1.7% | 加碼 |
| Balyasny Asset Management LLC | 161,383 | $1,027 萬 | 0.03% | +42,899+36.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 164,569 | $1,039 萬 | 0.02% | −27,583−14.4% | 減碼 |
| Clear Street LLC | 163,300 | $1,039 萬 | 0.25% | +163,300 | 新進 |
| Nicholas Company, Inc. | 165,287 | $1,052 萬 | 0.20% | −90−0.1% | 減碼 |
| Great West Life Assurance Co | 171,556 | $1,094 萬 | 0.03% | +8,349+5.1% | 加碼 |
| Cooper Creek Partners Management LLC | 173,132 | $1,102 萬 | 0.75% | 00.0% | 不變 |
| Crosslink Capital Inc | 173,903 | $1,106 萬 | 1.83% | −178,260−50.6% | 減碼 |
| UBS Group AG | 176,882 | $1,125 萬 | 0.00% | +71,199+67.4% | 加碼 |
| Marshall Wace, LLP | 179,391 | $1,141 萬 | 0.02% | −115,232−39.1% | 減碼 |
| Russell Investments Group, Ltd. | 187,729 | $1,194 萬 | 0.02% | −940−0.5% | 減碼 |
| RJA Asset Management LLC | 189,682 | $1,207 萬 | 3.14% | 00.0% | 不變 |
| Royal Bank of Canada | 190,692 | $1,213 萬 | 0.00% | −120,531−38.7% | 減碼 |
| Invesco Ltd. | 190,942 | $1,215 萬 | 0.00% | −246,437−56.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 191,878 | $1,221 萬 | 0.03% | −19,008−9.0% | 減碼 |
| Ameriprise Financial Inc | 198,405 | $1,260 萬 | 0.00% | −3,576−1.8% | 減碼 |
| Pacific Heights Asset Management LLC | 199,000 | $1,266 萬 | 1.15% | 00.0% | 不變 |
| Railway Pension Investments Ltd | 199,727 | $1,271 萬 | 0.13% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 200,033 | $1,273 萬 | 0.03% | +17,115+9.4% | 加碼 |
| JPMorgan Chase & Co | 208,151 | $1,324 萬 | 0.00% | +106,113+104.0% | 加碼 |
| Ashford Capital Management Inc | 209,107 | $1,330 萬 | 1.86% | −3,770−1.8% | 減碼 |
| Rhumbline Advisers | 212,007 | $1,349 萬 | 0.02% | +12,738+6.4% | 加碼 |
| AXA S.A. | 224,522 | $1,428 萬 | 0.05% | +5,268+2.4% | 加碼 |
| King Luther Capital Management Corp | 228,497 | $1,454 萬 | 0.07% | +74,021+47.9% | 加碼 |
| Investment Management Corp of Ontario | 245,000 | $1,559 萬 | 0.66% | 00.0% | 不變 |
| Barclays PLC | 245,570 | $1,562 萬 | 0.01% | +36,920+17.7% | 加碼 |
| California Public Employees Retirement System | 246,594 | $1,569 萬 | 0.01% | −19,902−7.5% | 減碼 |
| Blair William & Co | 271,537 | $1,728 萬 | 0.06% | −9,580−3.4% | 減碼 |
| Alliancebernstein L.P. | 278,200 | $1,770 萬 | 0.01% | +59,782+27.4% | 加碼 |
| California State Teachers Retirement System | 280,769 | $1,786 萬 | 0.03% | −15,010−5.1% | 減碼 |
| Credit Suisse AG | 282,815 | $1,799 萬 | 0.02% | +89,671+46.4% | 加碼 |
| Wells Fargo & Company | 292,853 | $1,863 萬 | 0.01% | −22,866−7.2% | 減碼 |
| Bares Capital Management, Inc. | 332,377 | $2,115 萬 | 0.73% | 00.0% | 不變 |
| Aviva PLC | 336,210 | $2,139 萬 | 0.09% | −26,148−7.2% | 減碼 |
| Bank of America Corp | 337,679 | $2,148 萬 | 0.00% | −756,410−69.1% | 減碼 |
| Toronado Partners, LLC | 352,977 | $2,246 萬 | 9.74% | −213,725−37.7% | 減碼 |
| Solel Partners LP | 354,289 | $2,254 萬 | 3.59% | +354,289 | 新進 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,302 萬 | 8.79% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 375,810 | $2,391 萬 | 0.01% | +7,485+2.0% | 加碼 |
| Laurion Capital Management LP | 389,994 | $2,481 萬 | 1.06% | +389,994 | 新進 |
| Deutsche Bank AG | 392,096 | $2,495 萬 | 0.01% | −236,359−37.6% | 減碼 |
| Moore Capital Management, LP | 394,206 | $2,508 萬 | 0.61% | +394,206 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 400,000 | $2,545 萬 | 3.55% | −375,000−48.4% | 減碼 |
| Jane Street Group, LLC | 430,630 | $2,740 萬 | 0.04% | +344,146+397.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 444,863 | $2,830 萬 | 0.06% | +88,763+24.9% | 加碼 |
| Granahan Investment Management Inc | 479,481 | $3,050 萬 | 0.94% | +43,328+9.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 497,771 | $3,167 萬 | 0.68% | +497,771 | 新進 |
| American Century Companies Inc | 546,925 | $3,480 萬 | 0.03% | −58,123−9.6% | 減碼 |
| Susquehanna International Group, LLP | 562,040 | $3,576 萬 | 0.06% | −175,499−23.8% | 減碼 |
| Legion Partners Asset Management, LLC | 601,050 | $3,824 萬 | 11.35% | 00.0% | 不變 |
| Swiss National Bank | 641,600 | $4,082 萬 | 0.03% | −51,100−7.4% | 減碼 |
| Dimensional Fund Advisors LP | 691,124 | $4,397 萬 | 0.01% | +271,679+64.8% | 加碼 |
| New York State Common Retirement Fund | 694,272 | $4,417 萬 | 0.06% | +67,837+10.8% | 加碼 |
| Charles Schwab Investment Management Inc | 697,385 | $4,437 萬 | 0.01% | +29,056+4.3% | 加碼 |
| Frontier Capital Management Co LLC | 717,018 | $4,562 萬 | 0.44% | +717,018 | 新進 |
| Artemis Investment Management LLP | 762,524 | $4,846 萬 | 0.62% | −250,060−24.7% | 減碼 |
| Dorsal Capital Management, LLC | 800,000 | $5,090 萬 | 2.04% | +300,000+60.0% | 加碼 |
| Two Sigma Investments, LP | 807,251 | $5,136 萬 | 0.14% | −658,347−44.9% | 減碼 |
| Scge Management, L.P. | 868,100 | $5,523 萬 | 1.30% | 00.0% | 不變 |
| First Trust Advisors LP | 903,991 | $5,751 萬 | 0.07% | −18,050−2.0% | 減碼 |
| Nuveen Asset Management, LLC | 928,055 | $5,904 萬 | 0.02% | −42,108−4.3% | 減碼 |
| Empower Advisory Group, LLC | 936,572 | $5,958 萬 | 0.26% | +50,361+5.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,072,202 | $6,821 萬 | 0.39% | −2,670−0.2% | 減碼 |
| Legal & General Group Plc | 1,117,887 | $7,112 萬 | 0.02% | +94,059+9.2% | 加碼 |
| Contour Asset Management LLC | 1,156,179 | $7,356 萬 | 3.31% | +1,156,179 | 新進 |
| Northern Trust Corp | 1,215,533 | $7,733 萬 | 0.01% | +7,555+0.6% | 加碼 |
| Amundi | 1,340,436 | $8,587 萬 | 0.04% | +33,702+2.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,550,621 | $1.03 億 | 0.05% | 00.0% | 不變 |
| Holocene Advisors, LP | 1,741,875 | $1.11 億 | 0.48% | +1,741,875 | 新進 |
| Amazon.com, Inc. | 1,768,346 | $1.13 億 | 3.64% | +1,768,346 | 新進 |
| Alkeon Capital Management LLC | 1,841,097 | $1.17 億 | 0.70% | −869,290−32.1% | 減碼 |
| Norges Bank | 1,875,400 | $1.19 億 | 0.02% | +131,259+7.5% | 加碼 |