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 969 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 4 季 13F 持有人
Twilio Inc 在 2023/12/31 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 2023 年第 3 季 +64 家
- 持有股數
- 1.46 億
- 較 2023 年第 3 季 +316.6 萬 (+2.2%)
- 總市值
- $110.5 億
- 較 2023 年第 3 季 +$27.1 億 (+32.5%)
- 新進機構
- 136
- 另有 172 家加碼
- 清倉機構
- 72
- 另有 241 家減碼
另有 10 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 969 | $284.8 億 |
| 2026 年第 1 季 | 820 | $170.8 億 |
| 2025 年第 4 季 | 870 | $194.7 億 |
| 2025 年第 3 季 | 776 | $140.7 億 |
| 2025 年第 2 季 | 822 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| KBC Group NV | 13,601 | $103.2 萬 | 0.00% | +1,645+13.8% | 加碼 |
| STRS Ohio | 13,642 | $103.5 萬 | 0.00% | +13,642 | 新進 |
| Degroof Petercam Asset Management | 13,690 | $103.9 萬 | 0.01% | +13,690 | 新進 |
| Two Sigma Securities, LLC | 13,794 | $104.7 萬 | 0.05% | −37,025−72.9% | 減碼 |
| Liberty One Investment Management, LLC | 13,891 | $105.4 萬 | 0.13% | −513−3.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 13,691 | $105.6 萬 | 0.02% | −8,675−38.8% | 減碼 |
| CI Private Wealth, LLC | 14,238 | $108.0 萬 | 0.00% | −3,164−18.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 14,315 | $108.6 萬 | 0.03% | −1,982−12.2% | 減碼 |
| HarbourVest Partners LLC | 14,572 | $110.6 萬 | 0.37% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 14,919 | $113.2 萬 | 0.02% | −1,275−7.9% | 減碼 |
| Wolverine Trading, LLC | 14,963 | $113.5 萬 | 0.01% | +4,302+40.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 15,002 | $113.8 萬 | 0.48% | −837−5.3% | 減碼 |
| JustInvest LLC | 15,015 | $113.9 萬 | 0.03% | −45−0.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 15,022 | $114.0 萬 | 0.03% | +630+4.4% | 加碼 |
| Amalgamated Bank | 15,203 | $115.3 萬 | 0.01% | −1,599−9.5% | 減碼 |
| Twinbeech Capital LP | 15,208 | $115.4 萬 | 0.02% | −191,008−92.6% | 減碼 |
| TrueMark Investments, LLC | 15,333 | $116.3 萬 | 1.16% | +15,333 | 新進 |
| Cutler Group LP | 15,346 | $116.4 萬 | 0.16% | +14,746+2,457.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,935 | $120.9 萬 | 0.00% | +823+5.4% | 加碼 |
| Schroder Investment Management Group | 15,940 | $120.9 萬 | 0.00% | −10,179−39.0% | 減碼 |
| Lido Advisors, LLC | 16,149 | $122.5 萬 | 0.01% | −62−0.4% | 減碼 |
| Panagora Asset Management Inc | 16,460 | $124.9 萬 | 0.01% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 16,473 | $124.9 萬 | 0.24% | −163−1.0% | 減碼 |
| Moore Capital Management, LP | 16,785 | $127.3 萬 | 0.03% | +16,785 | 新進 |
| Highland Capital Management, LLC | 17,061 | $129.4 萬 | 0.08% | +17,061 | 新進 |
| SEI Investments Co | 17,464 | $132.5 萬 | 0.00% | +1,800+11.5% | 加碼 |
| Banque Cantonale Vaudoise | 17,667 | $134.0 萬 | 0.06% | +12,075+215.9% | 加碼 |
| Empire Life Investments Inc. | 18,136 | $137.6 萬 | 0.09% | +3,520+24.1% | 加碼 |
| Royal Fund Management, LLC | 18,408 | $139.7 萬 | 0.18% | −1,600−8.0% | 減碼 |
| Daiwa Securities Group Inc. | 18,813 | $142.8 萬 | 0.01% | +400+2.2% | 加碼 |
| Alpha Cubed Investments, LLC | 18,915 | $143.5 萬 | 0.08% | +18,915 | 新進 |
| Seaport Global Advisors, LLC | 19,132 | $145.2 萬 | 3.48% | +10,986+134.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 19,241 | $146.0 萬 | 0.01% | −3,176−14.2% | 減碼 |
| Pathstone Holdings, LLC | 19,553 | $148.5 萬 | 0.01% | +19,553 | 新進 |
| Cunning Capital Partners, LP | 19,580 | $148.6 萬 | 0.93% | +19,580 | 新進 |
| Versor Investments LP | 19,593 | $148.7 萬 | 0.30% | +19,593 | 新進 |
| Acadian Asset Management LLC | 19,682 | $148.9 萬 | 0.01% | +19,682 | 新進 |
| Globeflex Capital L P | 19,734 | $149.7 萬 | 0.15% | +19,734 | 新進 |
| Nissay Asset Management Corp | 19,760 | $149.9 萬 | 0.01% | −335−1.7% | 減碼 |
| Neuberger Berman Group LLC | 19,795 | $150.2 萬 | 0.00% | −119,582−85.8% | 減碼 |
| British Columbia Investment Management Corp | 19,804 | $150.3 萬 | 0.01% | +4,167+26.6% | 加碼 |
| Horrell Capital Management, Inc. | 20,000 | $151.7 萬 | 0.46% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 20,000 | $151.7 萬 | 0.67% | 00.0% | 不變 |
| Circumference Group LLC | 20,000 | $151.7 萬 | 1.69% | +20,000 | 新進 |
| Stonegate Investment Group, LLC | 20,045 | $152.1 萬 | 0.05% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 20,061 | $152.2 萬 | 0.00% | +5,377+36.6% | 加碼 |
| Handelsbanken Fonder AB | 20,092 | $152.4 萬 | 0.01% | −11,831−37.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,459 | $155.2 萬 | 0.01% | −1,139−5.3% | 減碼 |
| Portolan Capital Management, LLC | 20,881 | $158.4 萬 | 0.14% | −665−3.1% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 20,984 | $159.2 萬 | 0.67% | −13−0.1% | 減碼 |
| AE Wealth Management LLC | 22,193 | $159.6 萬 | 0.01% | −8,157−26.9% | 減碼 |
| Focus Financial Network Inc | 21,125 | $160.3 萬 | 0.06% | +21,125 | 新進 |
| RBF Capital, LLC | 21,500 | $163.1 萬 | 0.10% | −30,000−58.3% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 22,261 | $168.9 萬 | 1.29% | +22,261 | 新進 |
| Wealthfront Advisers LLC | 22,301 | $169.2 萬 | 0.01% | +2,013+9.9% | 加碼 |
| Cetera Advisor Networks LLC | 22,481 | $170.6 萬 | 0.01% | +2,555+12.8% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $170.7 萬 | 0.08% | 00.0% | 不變 |
| New York Life Investment Management LLC | 22,802 | $173.0 萬 | 0.02% | +683+3.1% | 加碼 |
| Janus Henderson Group PLC | 22,887 | $173.6 萬 | 0.00% | −3,005−11.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 22,898 | $173.7 萬 | 0.02% | +7,519+48.9% | 加碼 |
| Victory Capital Management Inc | 23,110 | $175.3 萬 | 0.00% | −12,899−35.8% | 減碼 |
| Toronto Dominion Bank | 23,383 | $177.4 萬 | 0.00% | −10,586−31.2% | 減碼 |
| Allen Investment Management LLC | 23,400 | $177.5 萬 | 0.02% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 24,200 | $183.6 萬 | 0.01% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 25,518 | $193.6 萬 | 0.11% | +25,518 | 新進 |
| Cetera Investment Advisers | 25,807 | $195.8 萬 | 0.02% | +2,785+12.1% | 加碼 |
| Interval Partners, LP | 26,000 | $197.3 萬 | 0.09% | −4,000−13.3% | 減碼 |
| Cresset Asset Management, LLC | 26,032 | $197.5 萬 | 0.01% | +54+0.2% | 加碼 |
| Caxton Associates LP | 26,361 | $200.0 萬 | 0.10% | +26,361 | 新進 |
| Los Angeles Capital Management LLC | 26,581 | $201.7 萬 | 0.01% | +26,581 | 新進 |
| Hel Ved Capital Management Ltd | 27,010 | $204.9 萬 | 0.61% | +27,010 | 新進 |
| Graham Capital Management, L.P. | 27,043 | $205.2 萬 | 0.07% | +27,043 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 27,773 | $210.7 萬 | 0.00% | −1,249−4.3% | 減碼 |
| Envestnet Asset Management Inc | 29,125 | $221.0 萬 | 0.00% | +691+2.4% | 加碼 |
| Utah Retirement Systems | 29,219 | $221.7 萬 | 0.03% | +100+0.3% | 加碼 |
| Creative Planning | 29,698 | $225.3 萬 | 0.00% | −9,812−24.8% | 減碼 |
| Pearl River Capital, LLC | 29,798 | $226.1 萬 | 0.36% | −843−2.8% | 減碼 |
| Firsthand Capital Management, Inc. | 30,000 | $227.6 萬 | 3.32% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,851 | $228.1 萬 | 0.03% | −2,214−6.9% | 減碼 |
| Lecap Asset Management Ltd | 30,262 | $229.6 萬 | 0.84% | +30,262 | 新進 |
| Exchange Traded Concepts, LLC | 30,278 | $229.7 萬 | 0.06% | +8,944+41.9% | 加碼 |
| Winton Group Ltd | 30,316 | $230.0 萬 | 0.17% | +30,316 | 新進 |
| Virtu Financial LLC | 31,209 | $236.8 萬 | 0.19% | −3,275−9.5% | 減碼 |
| Forsta Ap-Fonden | 31,600 | $239.7 萬 | 0.02% | −4,800−13.2% | 減碼 |
| Andar Capital Management HK Ltd | 32,000 | $242.8 萬 | 3.43% | +32,000 | 新進 |
| DnB Asset Management AS | 33,852 | $256.8 萬 | 0.01% | −3,756−10.0% | 減碼 |
| Parallel Advisors, LLC | 34,622 | $262.7 萬 | 0.08% | −5,582−13.9% | 減碼 |
| Storebrand Asset Management AS | 34,695 | $263.2 萬 | 0.01% | +5,172+17.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 34,711 | $263.4 萬 | 0.00% | +327+1.0% | 加碼 |
| CIBC World Markets Inc. | 35,471 | $269.1 萬 | 0.01% | +98+0.3% | 加碼 |
| APG Asset Management US Inc. | 35,560 | $269.8 萬 | 0.02% | +35,560 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 35,770 | $271.4 萬 | 0.25% | +35,770 | 新進 |
| Raymond James & Associates | 37,150 | $281.9 萬 | 0.00% | −4,482−10.8% | 減碼 |
| Stifel Financial Corp | 38,708 | $293.7 萬 | 0.00% | −5,278−12.0% | 減碼 |
| 180 Wealth Advisors, LLC | 41,432 | $294.7 萬 | 0.59% | +5,225+14.4% | 加碼 |
| Qube Research & Technologies Ltd | 38,912 | $295.2 萬 | 0.01% | +9,684+33.1% | 加碼 |
| Macquarie Group Ltd | 39,225 | $297.6 萬 | 0.00% | −31,901−44.9% | 減碼 |
| USS Investment Management Ltd | 39,299 | $298.1 萬 | 0.03% | 00.0% | 不變 |
| SWS Partners | 39,413 | $299.0 萬 | 0.97% | −11,680−22.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 39,880 | $302.6 萬 | 0.02% | −80,791−67.0% | 減碼 |