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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,892 | $302.7 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 40,196 | $305.0 萬 | 0.04% | +12,832+46.9% | 加碼 |
| Formula Growth Ltd | 40,688 | $308.7 萬 | 0.99% | −15,000−26.9% | 減碼 |
| IFM Investors Pty Ltd | 41,331 | $313.6 萬 | 0.04% | −492−1.2% | 減碼 |
| TD Asset Management Inc | 41,623 | $315.8 萬 | 0.00% | +4,552+12.3% | 加碼 |
| Titleist Asset Management, LLC | 42,785 | $324.6 萬 | 0.60% | −455−1.1% | 減碼 |
| Vista Wealth Management Group, LLC | 43,593 | $330.7 萬 | 0.28% | −481−1.1% | 減碼 |
| Group One Trading, L.P. | 43,744 | $331.9 萬 | 0.10% | −7,528−14.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 44,739 | $339.4 萬 | 0.02% | +8,300+22.8% | 加碼 |
| Janney Montgomery Scott LLC | 45,289 | $343.6 萬 | 0.01% | +24,147+114.2% | 加碼 |
| Canada Pension Plan Investment Board | 46,102 | $349.8 萬 | 0.00% | +46,102 | 新進 |
| Mariner, LLC | 46,385 | $351.9 萬 | 0.01% | +2,120+4.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,053 | $357.0 萬 | 0.01% | −58−0.1% | 減碼 |
| Arizona State Retirement System | 47,290 | $358.8 萬 | 0.03% | +378+0.8% | 加碼 |
| Advisor Group Holdings, Inc. | 47,420 | $359.7 萬 | 0.01% | +2,368+5.3% | 加碼 |
| GTS Securities LLC | 47,803 | $362.7 萬 | 0.08% | −21,296−30.8% | 減碼 |
| Forte Capital LLC | 48,789 | $370.2 萬 | 0.51% | −2,146−4.2% | 減碼 |
| AQR Capital Management LLC | 48,926 | $371.2 萬 | 0.01% | +45,326+1,259.1% | 加碼 |
| Nomura Asset Management Co Ltd | 49,058 | $372.2 萬 | 0.02% | −2,333−4.5% | 減碼 |
| Ieq Capital, LLC | 50,510 | $383.2 萬 | 0.06% | −475−0.9% | 減碼 |
| Walleye Capital LLC | 53,970 | $409.5 萬 | 0.06% | +53,970 | 新進 |
| Oppenheimer & Co Inc | 54,859 | $416.2 萬 | 0.08% | +4,409+8.7% | 加碼 |
| Granahan Investment Management Inc | 55,415 | $420.4 萬 | 0.14% | +5,003+9.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,005 | $424.9 萬 | 0.01% | −7,264−11.5% | 減碼 |
| Royal London Asset Management Ltd | 57,673 | $437.6 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 58,119 | $440.9 萬 | 0.04% | −12,042−17.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 57,208 | $441.8 萬 | 0.04% | +57,208 | 新進 |
| Commonwealth Equity Services, LLC | 62,128 | $471.4 萬 | 0.01% | −48,027−43.6% | 減碼 |
| Level Four Advisory Services, LLC | 62,548 | $474.6 萬 | 0.27% | −6,526−9.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 63,467 | $481.5 萬 | 0.02% | +63,467 | 新進 |
| Capital Fund Management S.A. | 63,963 | $485.3 萬 | 0.06% | −109,071−63.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 65,873 | $499.8 萬 | 0.01% | +64,701+5,520.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,848 | $508.4 萬 | 0.01% | +140.0% | 加碼 |
| Selective Wealth Management, Inc. | 74,949 | $513.3 萬 | 2.59% | −4,362−5.5% | 減碼 |
| HRT Financial LP | 68,858 | $522.4 萬 | 0.04% | +68,858 | 新進 |
| Public Employees Retirement System of Ohio | 71,465 | $542.2 萬 | 0.02% | +1,950+2.8% | 加碼 |
| Asset Management One Co.,Ltd. | 70,398 | $543.3 萬 | 0.02% | −1,861−2.6% | 減碼 |
| HighTower Advisors, LLC | 72,921 | $552.7 萬 | 0.01% | +26,772+58.0% | 加碼 |
| Alight Capital Management LP | 75,000 | $569.0 萬 | 1.82% | +25,000+50.0% | 加碼 |
| Treasurer of the State of North Carolina | 77,294 | $586.4 萬 | 0.03% | +740+1.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 81,700 | $619.9 萬 | 0.06% | −2,200−2.6% | 減碼 |
| Bank of Nova Scotia | 82,380 | $625.0 萬 | 0.01% | +82,380 | 新進 |
| Natixis | 85,372 | $647.7 萬 | 0.05% | +85,372 | 新進 |
| Russell Investments Group, Ltd. | 85,610 | $650.6 萬 | 0.01% | −106,670−55.5% | 減碼 |
| AMF Pensionsforsakring AB | 87,901 | $666.9 萬 | 0.06% | 00.0% | 不變 |
| EULAV Asset Management | 88,028 | $667.9 萬 | 0.21% | −4,972−5.3% | 減碼 |
| Arthedge Capital Management, LLC | 88,690 | $672.9 萬 | 4.98% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 88,800 | $673.7 萬 | 0.02% | −2,691−2.9% | 減碼 |
| Citigroup Inc | 88,812 | $673.8 萬 | 0.01% | −47,948−35.1% | 減碼 |
| Man Group plc | 91,724 | $695.9 萬 | 0.02% | – | – |
| DekaBank Deutsche Girozentrale | 94,308 | $728.7 萬 | 0.01% | −32,553−25.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 98,848 | $744.8 萬 | 0.39% | −9,136−8.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 98,339 | $746.1 萬 | 0.07% | −4,875−4.7% | 減碼 |
| Principal Financial Group Inc | 99,759 | $756.9 萬 | 0.00% | −108,112−52.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 99,822 | $757.3 萬 | 0.03% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 103,176 | $782.8 萬 | 0.11% | +20,277+24.5% | 加碼 |
| Liontrust Investment Partners LLP | 105,075 | $797.2 萬 | 0.12% | −31,325−23.0% | 減碼 |
| JPMorgan Chase & Co | 105,210 | $798.2 萬 | 0.00% | +1,985+1.9% | 加碼 |
| Simplex Trading, LLC | 110,977 | $841.9 萬 | 0.26% | −12,028−9.8% | 減碼 |
| APG Asset Management N.V. | 127,149 | $873.3 萬 | 0.02% | −8,699−6.4% | 減碼 |
| Susquehanna International Group, LLP | 115,635 | $877.3 萬 | 0.01% | +111,312+2,574.9% | 加碼 |
| Price T Rowe Associates Inc | 119,323 | $905.4 萬 | 0.00% | +4,258+3.7% | 加碼 |
| UBS Group AG | 125,842 | $954.8 萬 | 0.00% | +2,065+1.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 128,990 | $978.6 萬 | 0.50% | +128,990 | 新進 |
| London & Capital Asset Management Ltd | 133,653 | $1,014 萬 | 0.85% | −2,343−1.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 135,005 | $1,024 萬 | 0.02% | −48,579−26.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 135,039 | $1,025 萬 | 0.01% | +25,528+23.3% | 加碼 |
| HSBC Holdings PLC | 146,100 | $1,114 萬 | 0.01% | +63,525+76.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 147,535 | $1,119 萬 | 0.03% | −8,794−5.6% | 減碼 |
| Bank of Montreal | 145,888 | $1,132 萬 | 0.01% | +106,188+267.5% | 加碼 |
| Korea Investment CORP | 150,159 | $1,139 萬 | 0.03% | +109,791+272.0% | 加碼 |
| LPL Financial LLC | 151,838 | $1,152 萬 | 0.01% | +28,992+23.6% | 加碼 |
| Great West Life Assurance Co | 154,894 | $1,172 萬 | 0.03% | −3,811−2.4% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,235 | $1,269 萬 | 0.17% | +89,235 | 新進 |
| Barclays PLC | 173,965 | $1,320 萬 | 0.01% | −6,788−3.8% | 減碼 |
| Ashford Capital Management Inc | 177,121 | $1,344 萬 | 1.80% | −29,476−14.3% | 減碼 |
| Two Sigma Advisers, LP | 182,997 | $1,388 萬 | 0.03% | +182,997 | 新進 |
| Blair William & Co | 189,680 | $1,439 萬 | 0.05% | −34,809−15.5% | 減碼 |
| RJA Asset Management LLC | 189,682 | $1,439 萬 | 4.23% | 00.0% | 不變 |
| King Luther Capital Management Corp | 190,218 | $1,443 萬 | 0.07% | −46,172−19.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 193,030 | $1,465 萬 | 0.03% | +1,872+1.0% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,515 萬 | 0.16% | 00.0% | 不變 |
| Swedbank AB | 200,823 | $1,524 萬 | 0.02% | +75,700+60.5% | 加碼 |
| Pacific Heights Asset Management LLC | 202,000 | $1,533 萬 | 1.31% | +2,000+1.0% | 加碼 |
| Invesco Ltd. | 203,405 | $1,543 萬 | 0.00% | +10,454+5.4% | 加碼 |
| Rhumbline Advisers | 208,406 | $1,581 萬 | 0.02% | +162+0.1% | 加碼 |
| Hodges Capital Management Inc. | 216,850 | $1,645 萬 | 0.88% | +135,900+167.9% | 加碼 |
| Alliancebernstein L.P. | 217,395 | $1,649 萬 | 0.01% | +71,048+48.5% | 加碼 |
| AXA S.A. | 223,456 | $1,695 萬 | 0.05% | −2,733−1.2% | 減碼 |
| Bank of America Corp | 232,082 | $1,761 萬 | 0.00% | −136,700−37.1% | 減碼 |
| Toronado Partners, LLC | 232,193 | $1,762 萬 | 9.26% | +55,916+31.7% | 加碼 |
| California Public Employees Retirement System | 239,717 | $1,819 萬 | 0.01% | −8,996−3.6% | 減碼 |
| Royal Bank of Canada | 247,109 | $1,875 萬 | 0.00% | +51,793+26.5% | 加碼 |
| Ameriprise Financial Inc | 248,862 | $1,888 萬 | 0.01% | +50,724+25.6% | 加碼 |
| Aviva PLC | 253,830 | $1,926 萬 | 0.07% | −82,334−24.5% | 減碼 |
| Standard Life Aberdeen plc | 256,676 | $1,947 萬 | 0.04% | +43,724+20.5% | 加碼 |
| California State Teachers Retirement System | 258,107 | $1,958 萬 | 0.03% | −650−0.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 260,849 | $1,979 萬 | 0.04% | +149,383+134.0% | 加碼 |
| Wells Fargo & Company | 272,512 | $2,068 萬 | 0.01% | −31,634−10.4% | 減碼 |
| Cooper Creek Partners Management LLC | 274,334 | $2,081 萬 | 1.09% | +31,549+13.0% | 加碼 |