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 3 季 13F 持有人
Twilio Inc 在 2023/9/30 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
- 606
- 較 2023 年第 2 季 −6 家
- 持有股數
- 1.43 億
- 較 2023 年第 2 季 −296.4 萬 (−2.0%)
- 總市值
- $83.5 億
- 較 2023 年第 2 季 −$9.17 億 (−9.9%)
- 新進機構
- 77
- 另有 202 家加碼
- 清倉機構
- 83
- 另有 205 家減碼
另有 8 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,567,835 | $10.3 億 | 0.03% | +445,877+2.6% | 加碼 |
| BlackRock Inc. | 10,181,346 | $5.96 億 | 0.02% | −91,780−0.9% | 減碼 |
| Generation Investment Management LLP | 8,638,749 | $5.06 億 | 2.66% | −62,894−0.7% | 減碼 |
| Voya Investment Management LLC | 7,683,989 | $4.50 億 | 0.50% | +1,132,724+17.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 7,132,012 | $4.17 億 | 3.19% | +93,828+1.3% | 加碼 |
| FMR LLC | 7,126,704 | $4.17 億 | 0.04% | −1,730,666−19.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,135,620 | $3.59 億 | 0.29% | +111,093+1.8% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,716,688 | $3.35 億 | 4.00% | +117,580+2.1% | 加碼 |
| Bank of New York Mellon Corp | 4,120,509 | $2.41 億 | 0.05% | −37,311−0.9% | 減碼 |
| Baillie Gifford & Co | 4,082,621 | $2.39 億 | 0.22% | −77,625−1.9% | 減碼 |
| State Street Corp | 3,612,817 | $2.11 億 | 0.01% | −9,506−0.3% | 減碼 |
| Pictet Asset Management Holding SA | 3,051,894 | $1.79 億 | 0.22% | +3,051,894 | 新進 |
| Southpoint Capital Advisors LP | 3,000,000 | $1.76 億 | 3.92% | +630,000+26.6% | 加碼 |
| Alyeska Investment Group, L.P. | 2,586,957 | $1.51 億 | 1.04% | +614,359+31.1% | 加碼 |
| Geode Capital Management, LLC | 2,499,288 | $1.46 億 | 0.02% | +100,205+4.2% | 加碼 |
| Voloridge Investment Management, LLC | 2,185,765 | $1.28 億 | 0.63% | +236,410+12.1% | 加碼 |
| Norges Bank | 2,039,233 | $1.19 億 | 0.02% | +163,833+8.7% | 加碼 |
| Morgan Stanley | 2,017,117 | $1.18 億 | 0.01% | −132,414−6.2% | 減碼 |
| Millennium Management LLC | 1,804,380 | $1.06 億 | 0.11% | −361,946−16.7% | 減碼 |
| Amazon.com, Inc. | 1,768,346 | $1.04 億 | 2.42% | 00.0% | 不變 |
| Holocene Advisors, LP | 1,744,505 | $1.02 億 | 0.46% | +2,630+0.2% | 加碼 |
| Northern Trust Corp | 1,254,309 | $7,341 萬 | 0.01% | +38,776+3.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,212,453 | $7,096 萬 | 0.02% | +515,068+73.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,185,244 | $6,937 萬 | 0.41% | +113,042+10.5% | 加碼 |
| Dimensional Fund Advisors LP | 1,167,670 | $6,834 萬 | 0.02% | +476,546+69.0% | 加碼 |
| Legal & General Group Plc | 1,115,426 | $6,529 萬 | 0.02% | −2,461−0.2% | 減碼 |
| Dorsal Capital Management, LLC | 1,100,000 | $6,438 萬 | 2.29% | +300,000+37.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,062,677 | $6,220 萬 | 0.03% | −487,944−31.5% | 減碼 |
| Empower Advisory Group, LLC | 1,007,532 | $5,897 萬 | 0.26% | +70,960+7.6% | 加碼 |
| Alkeon Capital Management LLC | 1,000,000 | $5,853 萬 | 0.37% | −841,097−45.7% | 減碼 |
| First Trust Advisors LP | 978,043 | $5,724 萬 | 0.07% | +74,052+8.2% | 加碼 |
| Scge Management, L.P. | 868,100 | $5,081 萬 | 1.32% | 00.0% | 不變 |
| New York State Common Retirement Fund | 663,999 | $3,886 萬 | 0.06% | −30,273−4.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 605,661 | $3,545 萬 | 0.83% | +107,890+21.7% | 加碼 |
| Legion Partners Asset Management, LLC | 601,050 | $3,518 萬 | 10.75% | 00.0% | 不變 |
| Frontier Capital Management Co LLC | 594,195 | $3,478 萬 | 0.38% | −122,823−17.1% | 減碼 |
| Nuveen Asset Management, LLC | 567,506 | $3,322 萬 | 0.01% | −360,549−38.8% | 減碼 |
| Swiss National Bank | 553,100 | $3,237 萬 | 0.03% | −88,500−13.8% | 減碼 |
| American Century Companies Inc | 552,469 | $3,234 萬 | 0.02% | +5,544+1.0% | 加碼 |
| No Street GP LP | 550,000 | $3,219 萬 | 3.88% | +550,000 | 新進 |
| Contour Asset Management LLC | 527,400 | $3,087 萬 | 1.47% | −628,779−54.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 430,647 | $2,521 萬 | 0.06% | −14,216−3.2% | 減碼 |
| Citadel Advisors LLC | 407,748 | $2,387 萬 | 0.03% | +358,442+727.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 400,000 | $2,341 萬 | 3.15% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 388,390 | $2,273 萬 | 0.06% | +227,007+140.7% | 加碼 |
| Bank of America Corp | 368,782 | $2,158 萬 | 0.00% | +31,103+9.2% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,118 萬 | 8.52% | 00.0% | 不變 |
| Deutsche Bank AG | 357,735 | $2,094 萬 | 0.01% | −34,361−8.8% | 減碼 |
| Glenmede Trust Co NA | 355,330 | $2,080 萬 | 0.12% | +355,330 | 新進 |
| Solel Partners LP | 354,289 | $2,074 萬 | 3.12% | 00.0% | 不變 |
| Artemis Investment Management LLP | 347,010 | $2,030 萬 | 0.28% | −415,514−54.5% | 減碼 |
| Goldman Sachs Group Inc | 340,721 | $1,994 萬 | 0.01% | −35,089−9.3% | 減碼 |
| Aviva PLC | 336,164 | $1,968 萬 | 0.08% | −460.0% | 減碼 |
| Bares Capital Management, Inc. | 333,472 | $1,952 萬 | 0.83% | +1,095+0.3% | 加碼 |
| Wells Fargo & Company | 304,146 | $1,780 萬 | 0.01% | +11,293+3.9% | 加碼 |
| Amundi | 304,875 | $1,694 萬 | 0.01% | −1,035,561−77.3% | 減碼 |
| Credit Suisse AG | 271,394 | $1,588 萬 | 0.02% | −11,421−4.0% | 減碼 |
| California State Teachers Retirement System | 258,757 | $1,515 萬 | 0.02% | −22,012−7.8% | 減碼 |
| California Public Employees Retirement System | 248,713 | $1,456 萬 | 0.01% | +2,119+0.9% | 加碼 |
| Cooper Creek Partners Management LLC | 242,785 | $1,421 萬 | 0.86% | +69,653+40.2% | 加碼 |
| King Luther Capital Management Corp | 236,390 | $1,384 萬 | 0.07% | +7,893+3.5% | 加碼 |
| AXA S.A. | 226,189 | $1,324 萬 | 0.05% | +1,667+0.7% | 加碼 |
| Blair William & Co | 224,489 | $1,314 萬 | 0.05% | −47,048−17.3% | 減碼 |
| Standard Life Aberdeen plc | 212,952 | $1,246 萬 | 0.03% | +12,919+6.5% | 加碼 |
| Rhumbline Advisers | 208,244 | $1,219 萬 | 0.01% | −3,763−1.8% | 減碼 |
| Principal Financial Group Inc | 207,871 | $1,217 萬 | 0.01% | +139,395+203.6% | 加碼 |
| Ashford Capital Management Inc | 206,597 | $1,209 萬 | 1.78% | −2,510−1.2% | 減碼 |
| Twinbeech Capital LP | 206,216 | $1,207 萬 | 0.23% | +206,216 | 新進 |
| Walleye Trading LLC | 200,891 | $1,176 萬 | 0.27% | +182,002+963.5% | 加碼 |
| Pacific Heights Asset Management LLC | 200,000 | $1,171 萬 | 1.11% | +1,000+0.5% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,169 萬 | 0.13% | 00.0% | 不變 |
| Ameriprise Financial Inc | 198,138 | $1,159 萬 | 0.00% | −267−0.1% | 減碼 |
| Royal Bank of Canada | 195,316 | $1,143 萬 | 0.00% | +4,624+2.4% | 加碼 |
| Invesco Ltd. | 192,951 | $1,129 萬 | 0.00% | +2,009+1.1% | 加碼 |
| Russell Investments Group, Ltd. | 192,280 | $1,124 萬 | 0.02% | +4,551+2.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 191,158 | $1,119 萬 | 0.03% | −720−0.4% | 減碼 |
| RJA Asset Management LLC | 189,682 | $1,110 萬 | 3.37% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 183,584 | $1,075 萬 | 0.03% | +38,337+26.4% | 加碼 |
| Barclays PLC | 180,753 | $1,058 萬 | 0.01% | −64,817−26.4% | 減碼 |
| Toronado Partners, LLC | 176,277 | $1,032 萬 | 5.85% | −176,700−50.1% | 減碼 |
| Capital Fund Management S.A. | 173,034 | $1,013 萬 | 0.14% | +173,034 | 新進 |
| La Financiere de L'Echiquier | 167,000 | $977.5 萬 | 0.51% | +12,000+7.7% | 加碼 |
| Great West Life Assurance Co | 158,705 | $929.2 萬 | 0.02% | −12,851−7.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 156,329 | $915.0 萬 | 0.02% | −4,841−3.0% | 減碼 |
| Alliancebernstein L.P. | 146,347 | $856.6 萬 | 0.00% | −131,853−47.4% | 減碼 |
| Ensign Peak Advisors, Inc | 141,556 | $828.5 萬 | 0.02% | +37,675+36.3% | 加碼 |
| Neuberger Berman Group LLC | 139,377 | $815.8 萬 | 0.01% | −19,105−12.1% | 減碼 |
| Citigroup Inc | 136,760 | $800.5 萬 | 0.01% | +17,993+15.1% | 加碼 |
| Liontrust Investment Partners LLP | 136,400 | $798.4 萬 | 0.13% | −17,988−11.7% | 減碼 |
| London & Capital Asset Management Ltd | 135,996 | $796.0 萬 | 0.73% | +13,185+10.7% | 加碼 |
| APG Asset Management N.V. | 135,848 | $795.1 萬 | 0.02% | −22,524−14.2% | 減碼 |
| SQN Investors LP | 128,700 | $753.3 萬 | 4.36% | +128,700 | 新進 |
| DekaBank Deutsche Girozentrale | 126,861 | $748.8 萬 | 0.02% | −37,708−22.9% | 減碼 |
| Swedbank AB | 125,123 | $732.3 萬 | 0.01% | +1,210+1.0% | 加碼 |
| UBS Group AG | 123,777 | $724.5 萬 | 0.00% | −53,105−30.0% | 減碼 |
| Simplex Trading, LLC | 123,005 | $719.9 萬 | 0.26% | −28,666−18.9% | 減碼 |
| LPL Financial LLC | 122,846 | $719.0 萬 | 0.01% | +2,149+1.8% | 加碼 |
| PEAK6 Investments LLC | 120,889 | $707.6 萬 | 0.35% | +120,889 | 新進 |
| Candriam Luxembourg S.C.A. | 120,671 | $706.3 萬 | 0.06% | +66,997+124.8% | 加碼 |
| Price T Rowe Associates Inc | 115,065 | $673.6 萬 | 0.00% | +5,429+5.0% | 加碼 |