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、7 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 |
|---|---|---|---|---|---|
| Swedbank AB | 123,913 | $788.3 萬 | 0.01% | −1,009,000−89.1% | 減碼 |
| London & Capital Asset Management Ltd | 122,811 | $781.3 萬 | 0.77% | +5,582+4.8% | 加碼 |
| LPL Financial LLC | 120,697 | $767.9 萬 | 0.01% | +23,147+23.7% | 加碼 |
| Citigroup Inc | 118,767 | $755.6 萬 | 0.01% | +2,738+2.4% | 加碼 |
| Motley Fool Wealth Management, LLC | 111,896 | $710.8 萬 | 0.42% | −2,884−2.5% | 減碼 |
| Price T Rowe Associates Inc | 109,636 | $697.6 萬 | 0.00% | +3,512+3.3% | 加碼 |
| Parnassus Investments | 108,722 | $691.7 萬 | 0.02% | +108,722 | 新進 |
| Commonwealth Equity Services, LLC | 108,204 | $688.4 萬 | 0.01% | +1,026+1.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 107,331 | $682.8 萬 | 0.02% | 00.0% | 不變 |
| HSBC Holdings PLC | 105,388 | $672.4 萬 | 0.01% | −73,302−41.0% | 減碼 |
| Peconic Partners LLC | 105,000 | $668.0 萬 | 0.32% | +105,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 103,885 | $660.9 萬 | 0.06% | −81,700−44.0% | 減碼 |
| Ensign Peak Advisors, Inc | 103,881 | $660.9 萬 | 0.01% | +850+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 96,857 | $616.2 萬 | 0.01% | −215,508−69.0% | 減碼 |
| EULAV Asset Management | 96,000 | $610.8 萬 | 0.23% | +7,000+7.9% | 加碼 |
| State of Wisconsin Investment Board | 93,283 | $593.5 萬 | 0.02% | +769+0.8% | 加碼 |
| Arthedge Capital Management, LLC | 88,690 | $564.2 萬 | 4.63% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 88,586 | $563.6 萬 | 0.01% | −784,813−89.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,000 | $540.8 萬 | 0.01% | +85,000 | 新進 |
| Selective Wealth Management, Inc. | 84,008 | $534.0 萬 | 2.66% | +84,008 | 新進 |
| Mn Services Vermogensbeheer B.V. | 83,900 | $533.8 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 79,425 | $505.3 萬 | 0.00% | −4,908−5.8% | 減碼 |
| Tudor Investment Corp Et Al | 79,395 | $505.1 萬 | 0.08% | −23,134−22.6% | 減碼 |
| Treasurer of the State of North Carolina | 77,514 | $493.1 萬 | 0.03% | −1,070−1.4% | 減碼 |
| Portolan Capital Management, LLC | 77,169 | $490.9 萬 | 0.43% | −90,438−54.0% | 減碼 |
| Public Employees Retirement System of Ohio | 77,094 | $490.5 萬 | 0.02% | −9,911−11.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 74,797 | $475.9 萬 | 0.01% | +3,493+4.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,374 | $473.2 萬 | 0.01% | +8,281+12.5% | 加碼 |
| Governors Lane LP | 73,227 | $465.9 萬 | 1.13% | +73,227 | 新進 |
| Asset Management One Co.,Ltd. | 72,065 | $458.5 萬 | 0.02% | +3,316+4.8% | 加碼 |
| Quantitative Investment Management, LLC | 71,073 | $452.1 萬 | 0.43% | +71,073 | 新進 |
| Principal Financial Group Inc | 68,476 | $435.6 萬 | 0.00% | +50,683+284.8% | 加碼 |
| Level Four Advisory Services, LLC | 64,025 | $407.3 萬 | 0.24% | +166+0.3% | 加碼 |
| Ieq Capital, LLC | 62,042 | $394.7 萬 | 0.08% | −1,448−2.3% | 減碼 |
| Meritech Capital Associates VI L.L.C. | 58,987 | $375.3 萬 | 4.45% | +1,108+1.9% | 加碼 |
| Royal London Asset Management Ltd | 57,673 | $366.7 萬 | 0.01% | +1,417+2.5% | 加碼 |
| Vontobel Holding Ltd. | 56,839 | $361.6 萬 | 0.03% | +6,609+13.2% | 加碼 |
| Andra AP-fonden | 55,500 | $353.1 萬 | 0.09% | +30,200+119.4% | 加碼 |
| Renaissance Technologies LLC | 54,200 | $344.8 萬 | 0.00% | −161,600−74.9% | 減碼 |
| Macquarie Group Ltd | 54,143 | $344.5 萬 | 0.00% | +42,194+353.1% | 加碼 |
| Group One Trading, L.P. | 54,148 | $344.5 萬 | 0.15% | −10,781−16.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 53,674 | $341.5 萬 | 0.02% | +10,934+25.6% | 加碼 |
| Formula Growth Ltd | 51,688 | $328.8 萬 | 1.05% | +4,678+10.0% | 加碼 |
| Oppenheimer & Co Inc | 50,914 | $323.9 萬 | 0.06% | −2,204−4.1% | 減碼 |
| Kepos Capital LP | 50,000 | $318.1 萬 | 0.58% | +50,000 | 新進 |
| Citadel Advisors LLC | 49,306 | $313.7 萬 | 0.00% | +7,890+19.1% | 加碼 |
| Toronto Dominion Bank | 48,969 | $311.3 萬 | 0.00% | −28,074−36.4% | 減碼 |
| Arizona State Retirement System | 48,484 | $308.5 萬 | 0.03% | −2,255−4.4% | 減碼 |
| Forte Capital LLC | 46,991 | $299.0 萬 | 0.43% | +8,639+22.5% | 加碼 |
| Brookfield Asset Management Inc. | 46,487 | $295.8 萬 | 0.01% | −23,037−33.1% | 減碼 |
| Nomura Asset Management Co Ltd | 45,265 | $288.0 萬 | 0.01% | +4,200+10.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,230 | $287.8 萬 | 0.01% | −1,437−3.1% | 減碼 |
| UBS Oconnor LLC | 45,000 | $286.3 萬 | 0.06% | +25,000+125.0% | 加碼 |
| Stifel Financial Corp | 44,793 | $285.0 萬 | 0.00% | +5,437+13.8% | 加碼 |
| GTS Securities LLC | 44,742 | $284.6 萬 | 0.09% | +44,742 | 新進 |
| Jacob Asset Management of New York LLC | 43,795 | $278.6 萬 | 3.14% | +4,284+10.8% | 加碼 |
| Titleist Asset Management, LLC | 43,117 | $274.3 萬 | 0.54% | −536−1.2% | 減碼 |
| Vista Wealth Management Group, LLC | 42,946 | $273.2 萬 | 0.27% | −321−0.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,283 | $272.2 萬 | 0.04% | −16,766−28.4% | 減碼 |
| Advisor Group Holdings, Inc. | 42,578 | $270.8 萬 | 0.00% | −157−0.4% | 減碼 |
| SWS Partners | 42,247 | $268.6 萬 | 0.97% | +5,227+14.1% | 加碼 |
| Parallel Advisors, LLC | 41,420 | $263.5 萬 | 0.08% | −20,327−32.9% | 減碼 |
| Mariner, LLC | 41,053 | $261.2 萬 | 0.01% | +25,740+168.1% | 加碼 |
| HighTower Advisors, LLC | 40,822 | $259.5 萬 | 0.01% | −2,603−6.0% | 減碼 |
| Prudential PLC | 40,170 | $255.6 萬 | 0.03% | −3,537−8.1% | 減碼 |
| IFM Investors Pty Ltd | 40,155 | $255.5 萬 | 0.03% | +2,699+7.2% | 加碼 |
| Forsta Ap-Fonden | 38,800 | $246.8 萬 | 0.03% | +38,800 | 新進 |
| Korea Investment CORP | 38,495 | $244.9 萬 | 0.01% | −6,477−14.4% | 減碼 |
| Slow Capital, Inc. | 38,405 | $244.3 萬 | 0.42% | +5,372+16.3% | 加碼 |
| Raymond James & Associates | 37,846 | $240.8 萬 | 0.00% | −12,713−25.1% | 減碼 |
| Handelsbanken Fonder AB | 37,810 | $240.5 萬 | 0.01% | +15,009+65.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,692 | $239.8 萬 | 0.03% | 00.0% | 不變 |
| Totem Point Management, LLC | 37,612 | $239.3 萬 | 2.19% | +37,612 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 37,261 | $238.6 萬 | 0.02% | +7,796+26.5% | 加碼 |
| Victory Capital Management Inc | 36,443 | $231.9 萬 | 0.00% | −2,135−5.5% | 減碼 |
| TD Asset Management Inc | 36,178 | $230.2 萬 | 0.00% | +821+2.3% | 加碼 |
| Greenland Capital Management LP | 36,085 | $229.6 萬 | 0.33% | +32,300+853.4% | 加碼 |
| USS Investment Management Ltd | 35,608 | $226.4 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 35,102 | $223.3 萬 | 0.00% | +656+1.9% | 加碼 |
| CIBC World Markets Inc. | 34,506 | $219.5 萬 | 0.01% | −44,090−56.1% | 減碼 |
| 180 Wealth Advisors, LLC | 32,397 | $207.5 萬 | 0.46% | +2,512+8.4% | 加碼 |
| Consolidated Press International Holdings Ltd | 32,317 | $205.6 萬 | 0.64% | +201+0.6% | 加碼 |
| Man Group plc | 31,484 | $200.3 萬 | 0.01% | – | – |
| First Republic Investment Management, Inc. | 30,968 | $197.0 萬 | 0.01% | −5,574−15.3% | 減碼 |
| Firsthand Capital Management, Inc. | 30,000 | $190.9 萬 | 2.29% | 00.0% | 不變 |
| Diker Management LLC | 30,000 | $190.9 萬 | 1.60% | +10,000+50.0% | 加碼 |
| Alight Capital Management LP | 30,000 | $190.9 萬 | 0.80% | +10,000+50.0% | 加碼 |
| Storebrand Asset Management AS | 29,523 | $187.8 萬 | 0.01% | +2,901+10.9% | 加碼 |
| DnB Asset Management AS | 29,105 | $185.2 萬 | 0.01% | −71,096−71.0% | 減碼 |
| Utah Retirement Systems | 29,019 | $184.6 萬 | 0.03% | −1,400−4.6% | 減碼 |
| Bank of Montreal | 27,141 | $184.1 萬 | 0.00% | −60,338−69.0% | 減碼 |
| Cetera Investment Advisers | 27,079 | $172.3 萬 | 0.01% | +5,979+28.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 27,008 | $171.8 萬 | 0.00% | −4,431−14.1% | 減碼 |
| Prudential Financial Inc | 26,059 | $165.8 萬 | 0.00% | −18,815−41.9% | 減碼 |
| Xcel Wealth Management, LLC | 25,870 | $164.6 萬 | 0.52% | −544−2.1% | 減碼 |
| Cresset Asset Management, LLC | 24,807 | $157.8 萬 | 0.01% | +20,995+550.8% | 加碼 |
| Schroder Investment Management Group | 24,429 | $155.4 萬 | 0.00% | +1,312+5.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,412 | $155.3 萬 | 0.01% | −290−1.2% | 減碼 |
| Nisa Investment Advisors, LLC | 24,208 | $154.0 萬 | 0.01% | −1,410−5.5% | 減碼 |
| Bayesian Capital Management, LP | 24,100 | $153.3 萬 | 0.16% | −22,400−48.2% | 減碼 |