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 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 | 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 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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 127,149 | $873.3 萬 | 0.02% | −8,699−6.4% | 減碼 |
| Simplex Trading, LLC | 110,977 | $841.9 萬 | 0.26% | −12,028−9.8% | 減碼 |
| JPMorgan Chase & Co | 105,210 | $798.2 萬 | 0.00% | +1,985+1.9% | 加碼 |
| Liontrust Investment Partners LLP | 105,075 | $797.2 萬 | 0.12% | −31,325−23.0% | 減碼 |
| Tudor Investment Corp Et Al | 103,176 | $782.8 萬 | 0.11% | +20,277+24.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 99,822 | $757.3 萬 | 0.03% | 00.0% | 不變 |
| Principal Financial Group Inc | 99,759 | $756.9 萬 | 0.00% | −108,112−52.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 98,339 | $746.1 萬 | 0.07% | −4,875−4.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 98,848 | $744.8 萬 | 0.39% | −9,136−8.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 94,308 | $728.7 萬 | 0.01% | −32,553−25.7% | 減碼 |
| Man Group plc | 91,724 | $695.9 萬 | 0.02% | – | – |
| Citigroup Inc | 88,812 | $673.8 萬 | 0.01% | −47,948−35.1% | 減碼 |
| State of Wisconsin Investment Board | 88,800 | $673.7 萬 | 0.02% | −2,691−2.9% | 減碼 |
| Arthedge Capital Management, LLC | 88,690 | $672.9 萬 | 4.98% | 00.0% | 不變 |
| EULAV Asset Management | 88,028 | $667.9 萬 | 0.21% | −4,972−5.3% | 減碼 |
| AMF Pensionsforsakring AB | 87,901 | $666.9 萬 | 0.06% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 85,610 | $650.6 萬 | 0.01% | −106,670−55.5% | 減碼 |
| Natixis | 85,372 | $647.7 萬 | 0.05% | +85,372 | 新進 |
| Bank of Nova Scotia | 82,380 | $625.0 萬 | 0.01% | +82,380 | 新進 |
| Mn Services Vermogensbeheer B.V. | 81,700 | $619.9 萬 | 0.06% | −2,200−2.6% | 減碼 |
| Treasurer of the State of North Carolina | 77,294 | $586.4 萬 | 0.03% | +740+1.0% | 加碼 |
| Alight Capital Management LP | 75,000 | $569.0 萬 | 1.82% | +25,000+50.0% | 加碼 |
| HighTower Advisors, LLC | 72,921 | $552.7 萬 | 0.01% | +26,772+58.0% | 加碼 |
| Asset Management One Co.,Ltd. | 70,398 | $543.3 萬 | 0.02% | −1,861−2.6% | 減碼 |
| Public Employees Retirement System of Ohio | 71,465 | $542.2 萬 | 0.02% | +1,950+2.8% | 加碼 |
| HRT Financial LP | 68,858 | $522.4 萬 | 0.04% | +68,858 | 新進 |
| Selective Wealth Management, Inc. | 74,949 | $513.3 萬 | 2.59% | −4,362−5.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,848 | $508.4 萬 | 0.01% | +140.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 65,873 | $499.8 萬 | 0.01% | +64,701+5,520.6% | 加碼 |
| Capital Fund Management S.A. | 63,963 | $485.3 萬 | 0.06% | −109,071−63.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 63,467 | $481.5 萬 | 0.02% | +63,467 | 新進 |
| Level Four Advisory Services, LLC | 62,548 | $474.6 萬 | 0.27% | −6,526−9.4% | 減碼 |
| Commonwealth Equity Services, LLC | 62,128 | $471.4 萬 | 0.01% | −48,027−43.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 57,208 | $441.8 萬 | 0.04% | +57,208 | 新進 |
| Vontobel Holding Ltd. | 58,119 | $440.9 萬 | 0.04% | −12,042−17.2% | 減碼 |
| Royal London Asset Management Ltd | 57,673 | $437.6 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,005 | $424.9 萬 | 0.01% | −7,264−11.5% | 減碼 |
| Granahan Investment Management Inc | 55,415 | $420.4 萬 | 0.14% | +5,003+9.9% | 加碼 |
| Oppenheimer & Co Inc | 54,859 | $416.2 萬 | 0.08% | +4,409+8.7% | 加碼 |
| Walleye Capital LLC | 53,970 | $409.5 萬 | 0.06% | +53,970 | 新進 |
| Ieq Capital, LLC | 50,510 | $383.2 萬 | 0.06% | −475−0.9% | 減碼 |
| Nomura Asset Management Co Ltd | 49,058 | $372.2 萬 | 0.02% | −2,333−4.5% | 減碼 |
| AQR Capital Management LLC | 48,926 | $371.2 萬 | 0.01% | +45,326+1,259.1% | 加碼 |
| Forte Capital LLC | 48,789 | $370.2 萬 | 0.51% | −2,146−4.2% | 減碼 |
| GTS Securities LLC | 47,803 | $362.7 萬 | 0.08% | −21,296−30.8% | 減碼 |
| Advisor Group Holdings, Inc. | 47,420 | $359.7 萬 | 0.01% | +2,368+5.3% | 加碼 |
| Arizona State Retirement System | 47,290 | $358.8 萬 | 0.03% | +378+0.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,053 | $357.0 萬 | 0.01% | −58−0.1% | 減碼 |
| Mariner, LLC | 46,385 | $351.9 萬 | 0.01% | +2,120+4.8% | 加碼 |
| Canada Pension Plan Investment Board | 46,102 | $349.8 萬 | 0.00% | +46,102 | 新進 |
| Janney Montgomery Scott LLC | 45,289 | $343.6 萬 | 0.01% | +24,147+114.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 44,739 | $339.4 萬 | 0.02% | +8,300+22.8% | 加碼 |
| Group One Trading, L.P. | 43,744 | $331.9 萬 | 0.10% | −7,528−14.7% | 減碼 |
| Vista Wealth Management Group, LLC | 43,593 | $330.7 萬 | 0.28% | −481−1.1% | 減碼 |
| Titleist Asset Management, LLC | 42,785 | $324.6 萬 | 0.60% | −455−1.1% | 減碼 |
| TD Asset Management Inc | 41,623 | $315.8 萬 | 0.00% | +4,552+12.3% | 加碼 |
| IFM Investors Pty Ltd | 41,331 | $313.6 萬 | 0.04% | −492−1.2% | 減碼 |
| Formula Growth Ltd | 40,688 | $308.7 萬 | 0.99% | −15,000−26.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 40,196 | $305.0 萬 | 0.04% | +12,832+46.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,892 | $302.7 萬 | 0.04% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 39,880 | $302.6 萬 | 0.02% | −80,791−67.0% | 減碼 |
| SWS Partners | 39,413 | $299.0 萬 | 0.97% | −11,680−22.9% | 減碼 |
| USS Investment Management Ltd | 39,299 | $298.1 萬 | 0.03% | 00.0% | 不變 |
| Macquarie Group Ltd | 39,225 | $297.6 萬 | 0.00% | −31,901−44.9% | 減碼 |
| Qube Research & Technologies Ltd | 38,912 | $295.2 萬 | 0.01% | +9,684+33.1% | 加碼 |
| 180 Wealth Advisors, LLC | 41,432 | $294.7 萬 | 0.59% | +5,225+14.4% | 加碼 |
| Stifel Financial Corp | 38,708 | $293.7 萬 | 0.00% | −5,278−12.0% | 減碼 |
| Raymond James & Associates | 37,150 | $281.9 萬 | 0.00% | −4,482−10.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 35,770 | $271.4 萬 | 0.25% | +35,770 | 新進 |
| APG Asset Management US Inc. | 35,560 | $269.8 萬 | 0.02% | +35,560 | 新進 |
| CIBC World Markets Inc. | 35,471 | $269.1 萬 | 0.01% | +98+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 34,711 | $263.4 萬 | 0.00% | +327+1.0% | 加碼 |
| Storebrand Asset Management AS | 34,695 | $263.2 萬 | 0.01% | +5,172+17.5% | 加碼 |
| Parallel Advisors, LLC | 34,622 | $262.7 萬 | 0.08% | −5,582−13.9% | 減碼 |
| DnB Asset Management AS | 33,852 | $256.8 萬 | 0.01% | −3,756−10.0% | 減碼 |
| Andar Capital Management HK Ltd | 32,000 | $242.8 萬 | 3.43% | +32,000 | 新進 |
| Forsta Ap-Fonden | 31,600 | $239.7 萬 | 0.02% | −4,800−13.2% | 減碼 |
| Virtu Financial LLC | 31,209 | $236.8 萬 | 0.19% | −3,275−9.5% | 減碼 |
| Winton Group Ltd | 30,316 | $230.0 萬 | 0.17% | +30,316 | 新進 |
| Exchange Traded Concepts, LLC | 30,278 | $229.7 萬 | 0.06% | +8,944+41.9% | 加碼 |
| Lecap Asset Management Ltd | 30,262 | $229.6 萬 | 0.84% | +30,262 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,851 | $228.1 萬 | 0.03% | −2,214−6.9% | 減碼 |
| Firsthand Capital Management, Inc. | 30,000 | $227.6 萬 | 3.32% | 00.0% | 不變 |
| Pearl River Capital, LLC | 29,798 | $226.1 萬 | 0.36% | −843−2.8% | 減碼 |
| Creative Planning | 29,698 | $225.3 萬 | 0.00% | −9,812−24.8% | 減碼 |
| Utah Retirement Systems | 29,219 | $221.7 萬 | 0.03% | +100+0.3% | 加碼 |
| Envestnet Asset Management Inc | 29,125 | $221.0 萬 | 0.00% | +691+2.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 27,773 | $210.7 萬 | 0.00% | −1,249−4.3% | 減碼 |
| Graham Capital Management, L.P. | 27,043 | $205.2 萬 | 0.07% | +27,043 | 新進 |
| Hel Ved Capital Management Ltd | 27,010 | $204.9 萬 | 0.61% | +27,010 | 新進 |
| Los Angeles Capital Management LLC | 26,581 | $201.7 萬 | 0.01% | +26,581 | 新進 |
| Caxton Associates LP | 26,361 | $200.0 萬 | 0.10% | +26,361 | 新進 |
| Cresset Asset Management, LLC | 26,032 | $197.5 萬 | 0.01% | +54+0.2% | 加碼 |
| Interval Partners, LP | 26,000 | $197.3 萬 | 0.09% | −4,000−13.3% | 減碼 |
| Cetera Investment Advisers | 25,807 | $195.8 萬 | 0.02% | +2,785+12.1% | 加碼 |
| Quantitative Investment Management, LLC | 25,518 | $193.6 萬 | 0.11% | +25,518 | 新進 |
| Nisa Investment Advisors, LLC | 24,200 | $183.6 萬 | 0.01% | 00.0% | 不變 |
| Allen Investment Management LLC | 23,400 | $177.5 萬 | 0.02% | 00.0% | 不變 |
| Toronto Dominion Bank | 23,383 | $177.4 萬 | 0.00% | −10,586−31.2% | 減碼 |
| Victory Capital Management Inc | 23,110 | $175.3 萬 | 0.00% | −12,899−35.8% | 減碼 |