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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 285,004 | $2,162 萬 | 0.54% | +285,004 | 新進 |
| Amundi | 300,395 | $2,188 萬 | 0.01% | −4,480−1.5% | 減碼 |
| Goldman Sachs Group Inc | 291,731 | $2,213 萬 | 0.00% | −48,990−14.4% | 減碼 |
| Credit Suisse AG | 297,996 | $2,261 萬 | 0.02% | +26,602+9.8% | 加碼 |
| Ensign Peak Advisors, Inc | 300,881 | $2,283 萬 | 0.05% | +159,325+112.6% | 加碼 |
| Prudential Financial Inc | 302,111 | $2,292 萬 | 0.03% | +292,369+3,001.1% | 加碼 |
| Point72 Asset Management, L.P. | 355,254 | $2,695 萬 | 0.08% | +355,254 | 新進 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,746 萬 | 10.48% | 00.0% | 不變 |
| Glenmede Trust Co NA | 384,896 | $2,920 萬 | 0.15% | +29,566+8.3% | 加碼 |
| Jane Street Group, LLC | 393,537 | $2,986 萬 | 0.04% | +305,986+349.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 394,083 | $2,990 萬 | 0.04% | +335,867+576.9% | 加碼 |
| Bares Capital Management, Inc. | 428,730 | $3,253 萬 | 1.28% | +95,258+28.6% | 加碼 |
| Deutsche Bank AG | 436,524 | $3,312 萬 | 0.02% | +78,789+22.0% | 加碼 |
| Anson Funds Management LP | 440,540 | $3,342 萬 | 6.92% | +440,540 | 新進 |
| Delta Global Management LP | 468,184 | $3,552 萬 | 5.45% | +468,184 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 506,492 | $3,843 萬 | 0.08% | +75,845+17.6% | 加碼 |
| Frontier Capital Management Co LLC | 512,036 | $3,885 萬 | 0.39% | −82,159−13.8% | 減碼 |
| Swiss National Bank | 538,000 | $4,082 萬 | 0.03% | −15,100−2.7% | 減碼 |
| American Century Companies Inc | 555,303 | $4,213 萬 | 0.03% | +2,834+0.5% | 加碼 |
| Nuveen Asset Management, LLC | 564,172 | $4,280 萬 | 0.01% | −3,334−0.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 595,887 | $4,521 萬 | 0.93% | −9,774−1.6% | 減碼 |
| Legion Partners Asset Management, LLC | 601,050 | $4,560 萬 | 11.89% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 634,599 | $4,815 萬 | 0.24% | −550,645−46.5% | 減碼 |
| New York State Common Retirement Fund | 647,081 | $4,909 萬 | 0.07% | −16,918−2.5% | 減碼 |
| No Street GP LP | 695,000 | $5,273 萬 | 5.26% | +145,000+26.4% | 加碼 |
| Two Sigma Investments, LP | 703,105 | $5,334 萬 | 0.13% | +596,847+561.7% | 加碼 |
| Renaissance Technologies LLC | 832,195 | $6,314 萬 | 0.10% | +832,195 | 新進 |
| First Trust Advisors LP | 898,208 | $6,815 萬 | 0.07% | −79,835−8.2% | 減碼 |
| Legal & General Group Plc | 1,054,365 | $7,999 萬 | 0.02% | −61,061−5.5% | 減碼 |
| Empower Advisory Group, LLC | 1,054,376 | $8,000 萬 | 0.31% | +46,844+4.6% | 加碼 |
| Contrarius Investment Management Ltd | 1,054,998 | $8,004 萬 | 4.31% | +1,054,998 | 新進 |
| UBS Asset Management Americas Inc | 1,069,342 | $8,113 萬 | 0.03% | +6,665+0.6% | 加碼 |
| Kodai Capital Management LP | 1,088,157 | $8,256 萬 | 1.68% | +1,088,157 | 新進 |
| Voloridge Investment Management, LLC | 1,149,218 | $8,719 萬 | 0.34% | −1,036,547−47.4% | 減碼 |
| Dorsal Capital Management, LLC | 1,150,000 | $8,725 萬 | 2.82% | +50,000+4.5% | 加碼 |
| Northern Trust Corp | 1,203,155 | $9,128 萬 | 0.02% | −51,154−4.1% | 減碼 |
| Citadel Advisors LLC | 1,206,385 | $9,153 萬 | 0.09% | +798,637+195.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,255,577 | $9,526 萬 | 0.02% | +43,124+3.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,310,319 | $9,941 萬 | 0.10% | +1,310,319 | 新進 |
| Dimensional Fund Advisors LP | 1,385,466 | $1.05 億 | 0.03% | +217,796+18.7% | 加碼 |
| Holocene Advisors, LP | 1,527,693 | $1.16 億 | 0.45% | −216,812−12.4% | 減碼 |
| Millennium Management LLC | 1,597,038 | $1.21 億 | 0.11% | −207,342−11.5% | 減碼 |
| Amazon.com, Inc. | 1,768,346 | $1.34 億 | 3.24% | 00.0% | 不變 |
| Morgan Stanley | 1,869,601 | $1.42 億 | 0.01% | −147,516−7.3% | 減碼 |
| Norges Bank | 2,369,036 | $1.80 億 | 0.03% | +329,803+16.2% | 加碼 |
| Southpoint Capital Advisors LP | 2,500,000 | $1.90 億 | 4.07% | −500,000−16.7% | 減碼 |
| Geode Capital Management, LLC | 2,610,315 | $1.98 億 | 0.02% | +111,027+4.4% | 加碼 |
| Alyeska Investment Group, L.P. | 2,619,096 | $1.99 億 | 1.34% | +32,139+1.2% | 加碼 |
| Pictet Asset Management Holding SA | 3,220,557 | $2.44 億 | 0.27% | +168,663+5.5% | 加碼 |
| State Street Corp | 3,845,721 | $2.92 億 | 0.01% | +232,904+6.4% | 加碼 |
| Baillie Gifford & Co | 3,863,887 | $2.93 億 | 0.23% | −218,734−5.4% | 減碼 |
| Bank of New York Mellon Corp | 3,905,157 | $2.96 億 | 0.06% | −215,352−5.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 5,636,483 | $4.27 億 | 4.11% | −80,205−1.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,046,445 | $4.59 億 | 0.34% | −89,175−1.5% | 減碼 |
| FMR LLC | 6,822,870 | $5.18 億 | 0.04% | −303,834−4.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 7,130,187 | $5.41 億 | 3.20% | −1,8250.0% | 減碼 |
| Voya Investment Management LLC | 8,393,389 | $6.37 億 | 0.66% | +709,400+9.2% | 加碼 |
| Generation Investment Management LLP | 8,503,913 | $6.45 億 | 2.92% | −134,836−1.6% | 減碼 |
| BlackRock Inc. | 10,512,846 | $7.98 億 | 0.02% | +331,500+3.3% | 加碼 |
| Vanguard Group Inc | 17,809,573 | $13.5 億 | 0.03% | +241,738+1.4% | 加碼 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −868,100−100.0% | 清倉 |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −527,400−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −388,390−100.0% | 清倉 |
| Solel Partners LP | 0 | $0 | 0.00% | −354,289−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −347,010−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −200,891−100.0% | 清倉 |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −167,000−100.0% | 清倉 |
| SQN Investors LP | 0 | $0 | 0.00% | −128,700−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −120,889−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −104,800−100.0% | 清倉 |
| Parnassus Investments | 0 | $0 | 0.00% | −103,370−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −96,997−100.0% | 清倉 |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −64,623−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −44,192−100.0% | 清倉 |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −38,429−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,017−100.0% | 清倉 |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −32,845−100.0% | 清倉 |
| LifePro Asset Management | 0 | $0 | 0.00% | −28,499−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −25,698−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,471−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,469−100.0% | 清倉 |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −11,039−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −10,322−100.0% | 清倉 |
| Diker Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −9,515−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,785−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,613−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,448−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,297−100.0% | 清倉 |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −5,949−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,625−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,486−100.0% | 清倉 |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −4,943−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,773−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −4,436−100.0% | 清倉 |