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 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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 111,466 | $652.4 萬 | 0.01% | +14,609+15.1% | 加碼 |
| Commonwealth Equity Services, LLC | 110,155 | $644.7 萬 | 0.01% | +1,951+1.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 109,511 | $641.0 萬 | 0.01% | +89,011+434.2% | 加碼 |
| Motley Fool Wealth Management, LLC | 107,984 | $629.9 萬 | 0.36% | −3,912−3.5% | 減碼 |
| Two Sigma Investments, LP | 106,258 | $621.9 萬 | 0.02% | −700,993−86.8% | 減碼 |
| Bayesian Capital Management, LP | 104,800 | $613.4 萬 | 0.70% | +80,700+334.9% | 加碼 |
| Parnassus Investments | 103,370 | $605.0 萬 | 0.01% | −5,352−4.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 103,214 | $604.2 萬 | 0.06% | −671−0.6% | 減碼 |
| JPMorgan Chase & Co | 103,225 | $604.2 萬 | 0.00% | −104,926−50.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 99,822 | $584.3 萬 | 0.02% | −7,509−7.0% | 減碼 |
| Laurion Capital Management LP | 96,997 | $567.7 萬 | 0.15% | −292,997−75.1% | 減碼 |
| EULAV Asset Management | 93,000 | $544.3 萬 | 0.20% | −3,000−3.1% | 減碼 |
| State of Wisconsin Investment Board | 91,491 | $535.5 萬 | 0.02% | −1,792−1.9% | 減碼 |
| Arthedge Capital Management, LLC | 88,690 | $519.1 萬 | 4.39% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 87,901 | $514.5 萬 | 0.05% | +87,901 | 新進 |
| Jane Street Group, LLC | 87,551 | $512.4 萬 | 0.01% | −343,079−79.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 83,900 | $491.1 萬 | 0.05% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 82,899 | $485.2 萬 | 0.07% | +3,504+4.4% | 加碼 |
| HSBC Holdings PLC | 82,575 | $484.6 萬 | 0.01% | −22,813−21.6% | 減碼 |
| Hodges Capital Management Inc. | 80,950 | $473.8 萬 | 0.56% | +80,950 | 新進 |
| First Dallas Securities Inc. | 80,000 | $468.2 萬 | 1.08% | +80,000 | 新進 |
| Treasurer of the State of North Carolina | 76,554 | $448.1 萬 | 0.02% | −960−1.2% | 減碼 |
| Selective Wealth Management, Inc. | 79,311 | $446.3 萬 | 2.45% | −4,697−5.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,834 | $432.2 萬 | 0.01% | −540−0.7% | 減碼 |
| Asset Management One Co.,Ltd. | 72,259 | $422.9 萬 | 0.02% | +194+0.3% | 加碼 |
| Macquarie Group Ltd | 71,126 | $416.3 萬 | 0.01% | +16,983+31.4% | 加碼 |
| Vontobel Holding Ltd. | 70,161 | $410.7 萬 | 0.04% | +13,322+23.4% | 加碼 |
| Public Employees Retirement System of Ohio | 69,515 | $406.9 萬 | 0.02% | −7,579−9.8% | 減碼 |
| GTS Securities LLC | 69,099 | $404.4 萬 | 0.08% | +24,357+54.4% | 加碼 |
| Level Four Advisory Services, LLC | 69,074 | $404.3 萬 | 0.26% | +5,049+7.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 64,623 | $378.2 萬 | 0.06% | +64,623 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,269 | $370.3 萬 | 0.01% | −11,528−15.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 58,216 | $340.7 萬 | 0.01% | +52,679+951.4% | 加碼 |
| Royal London Asset Management Ltd | 57,673 | $337.7 萬 | 0.01% | 00.0% | 不變 |
| Formula Growth Ltd | 55,688 | $325.9 萬 | 1.11% | +4,000+7.7% | 加碼 |
| Engineers Gate Manager LP | 54,214 | $317.3 萬 | 0.12% | +38,362+242.0% | 加碼 |
| Assenagon Asset Management S.A. | 53,742 | $314.6 萬 | 0.01% | +46,553+647.6% | 加碼 |
| RBF Capital, LLC | 51,500 | $301.4 萬 | 0.20% | +51,500 | 新進 |
| Nomura Asset Management Co Ltd | 51,391 | $300.8 萬 | 0.01% | +6,126+13.5% | 加碼 |
| Group One Trading, L.P. | 51,272 | $300.1 萬 | 0.12% | −2,876−5.3% | 減碼 |
| SWS Partners | 51,093 | $299.0 萬 | 1.11% | +8,846+20.9% | 加碼 |
| Ieq Capital, LLC | 50,985 | $298.4 萬 | 0.06% | −11,057−17.8% | 減碼 |
| Forte Capital LLC | 50,935 | $298.1 萬 | 0.46% | +3,944+8.4% | 加碼 |
| Two Sigma Securities, LLC | 50,819 | $297.4 萬 | 0.14% | +47,317+1,351.1% | 加碼 |
| Oppenheimer & Co Inc | 50,450 | $295.3 萬 | 0.06% | −464−0.9% | 減碼 |
| Granahan Investment Management Inc | 50,412 | $295.1 萬 | 0.11% | −429,069−89.5% | 減碼 |
| Alight Capital Management LP | 50,000 | $292.6 萬 | 1.56% | +20,000+66.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,111 | $275.7 萬 | 0.01% | +1,881+4.2% | 加碼 |
| Arizona State Retirement System | 46,912 | $274.6 萬 | 0.02% | −1,572−3.2% | 減碼 |
| HighTower Advisors, LLC | 46,149 | $270.7 萬 | 0.01% | +5,327+13.0% | 加碼 |
| Advisor Group Holdings, Inc. | 45,052 | $263.7 萬 | 0.00% | +2,474+5.8% | 加碼 |
| Mariner, LLC | 44,265 | $259.1 萬 | 0.01% | +3,212+7.8% | 加碼 |
| Twin Tree Management, LP | 44,192 | $258.7 萬 | 0.09% | +44,192 | 新進 |
| Vista Wealth Management Group, LLC | 44,074 | $258.0 萬 | 0.25% | +1,128+2.6% | 加碼 |
| Stifel Financial Corp | 43,986 | $257.4 萬 | 0.00% | −807−1.8% | 減碼 |
| Man Group plc | – | $254.1 萬 | 0.01% | – | – |
| Titleist Asset Management, LLC | 43,240 | $253.1 萬 | 0.52% | +123+0.3% | 加碼 |
| Bank of Montreal | 39,700 | $249.0 萬 | 0.00% | +12,559+46.3% | 加碼 |
| IFM Investors Pty Ltd | 41,823 | $244.8 萬 | 0.03% | +1,668+4.2% | 加碼 |
| Raymond James & Associates | 41,632 | $243.7 萬 | 0.00% | +3,786+10.0% | 加碼 |
| Korea Investment CORP | 40,368 | $236.3 萬 | 0.01% | +1,873+4.9% | 加碼 |
| Parallel Advisors, LLC | 40,204 | $235.3 萬 | 0.08% | −1,216−2.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,892 | $233.5 萬 | 0.03% | +2,200+5.8% | 加碼 |
| Creative Planning | 39,510 | $231.3 萬 | 0.00% | +4,408+12.6% | 加碼 |
| USS Investment Management Ltd | 39,299 | $230.1 萬 | 0.03% | +3,691+10.4% | 加碼 |
| Jacob Asset Management of New York LLC | 39,065 | $228.6 萬 | 3.22% | −4,730−10.8% | 減碼 |
| Slow Capital, Inc. | 38,429 | $224.9 萬 | 0.41% | +24+0.1% | 加碼 |
| DnB Asset Management AS | 37,608 | $220.1 萬 | 0.01% | +8,503+29.2% | 加碼 |
| TD Asset Management Inc | 37,071 | $217.0 萬 | 0.00% | +893+2.5% | 加碼 |
| Forsta Ap-Fonden | 36,400 | $213.0 萬 | 0.02% | −2,400−6.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 36,439 | $212.9 萬 | 0.01% | −822−2.2% | 減碼 |
| 180 Wealth Advisors, LLC | 36,207 | $211.9 萬 | 0.48% | +3,810+11.8% | 加碼 |
| Victory Capital Management Inc | 36,009 | $210.8 萬 | 0.00% | −434−1.2% | 減碼 |
| CIBC World Markets Inc. | 35,373 | $207.0 萬 | 0.01% | +867+2.5% | 加碼 |
| Virtu Financial LLC | 34,484 | $201.8 萬 | 0.20% | +27,085+366.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 34,384 | $201.2 萬 | 0.00% | +27,137+374.5% | 加碼 |
| Toronto Dominion Bank | 33,969 | $198.8 萬 | 0.00% | −15,000−30.6% | 減碼 |
| ExodusPoint Capital Management, LP | 33,017 | $193.2 萬 | 0.02% | +9,342+39.5% | 加碼 |
| Consolidated Press International Holdings Ltd | 32,845 | $192.2 萬 | 0.53% | +528+1.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,065 | $188.9 萬 | 0.03% | −10,218−24.2% | 減碼 |
| Handelsbanken Fonder AB | 31,923 | $186.8 萬 | 0.01% | −5,887−15.6% | 減碼 |
| Pearl River Capital, LLC | 30,641 | $179.3 萬 | 0.28% | +24,026+363.2% | 加碼 |
| First Republic Investment Management, Inc. | 30,470 | $178.3 萬 | 0.01% | −498−1.6% | 減碼 |
| AE Wealth Management LLC | 30,350 | $177.6 萬 | 0.01% | +10,688+54.4% | 加碼 |
| Firsthand Capital Management, Inc. | 30,000 | $175.6 萬 | 2.53% | 00.0% | 不變 |
| Interval Partners, LP | 30,000 | $175.6 萬 | 0.07% | +19,150+176.5% | 加碼 |
| Storebrand Asset Management AS | 29,523 | $172.8 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 29,228 | $171.1 萬 | 0.01% | +29,228 | 新進 |
| Utah Retirement Systems | 29,119 | $170.4 萬 | 0.02% | +100+0.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 29,022 | $169.9 萬 | 0.00% | +2,014+7.5% | 加碼 |
| LifePro Asset Management | 28,499 | $166.8 萬 | 1.38% | +28,499 | 新進 |
| Envestnet Asset Management Inc | 28,434 | $166.4 萬 | 0.00% | −50,991−64.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 27,364 | $160.2 萬 | 0.02% | +27,364 | 新進 |
| SG Americas Securities, LLC | 26,596 | $155.7 萬 | 0.02% | +20,431+331.4% | 加碼 |
| Schroder Investment Management Group | 26,119 | $152.9 萬 | 0.00% | +1,690+6.9% | 加碼 |
| Cresset Asset Management, LLC | 25,978 | $152.0 萬 | 0.01% | +1,171+4.7% | 加碼 |
| Janus Henderson Group PLC | 25,892 | $151.6 萬 | 0.00% | +2,499+10.7% | 加碼 |
| Greenland Capital Management LP | 25,698 | $150.4 萬 | 0.18% | −10,387−28.8% | 減碼 |
| Nisa Investment Advisors, LLC | 24,200 | $141.6 萬 | 0.01% | −80.0% | 減碼 |
| Allen Investment Management LLC | 23,400 | $137.0 萬 | 0.02% | 00.0% | 不變 |