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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 22,898 | $173.7 萬 | 0.02% | +7,519+48.9% | 加碼 |
| Janus Henderson Group PLC | 22,887 | $173.6 萬 | 0.00% | −3,005−11.6% | 減碼 |
| New York Life Investment Management LLC | 22,802 | $173.0 萬 | 0.02% | +683+3.1% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $170.7 萬 | 0.08% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 22,481 | $170.6 萬 | 0.01% | +2,555+12.8% | 加碼 |
| Wealthfront Advisers LLC | 22,301 | $169.2 萬 | 0.01% | +2,013+9.9% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 22,261 | $168.9 萬 | 1.29% | +22,261 | 新進 |
| RBF Capital, LLC | 21,500 | $163.1 萬 | 0.10% | −30,000−58.3% | 減碼 |
| Focus Financial Network Inc | 21,125 | $160.3 萬 | 0.06% | +21,125 | 新進 |
| AE Wealth Management LLC | 22,193 | $159.6 萬 | 0.01% | −8,157−26.9% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 20,984 | $159.2 萬 | 0.67% | −13−0.1% | 減碼 |
| Portolan Capital Management, LLC | 20,881 | $158.4 萬 | 0.14% | −665−3.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,459 | $155.2 萬 | 0.01% | −1,139−5.3% | 減碼 |
| Handelsbanken Fonder AB | 20,092 | $152.4 萬 | 0.01% | −11,831−37.1% | 減碼 |
| Allianz Asset Management GmbH | 20,061 | $152.2 萬 | 0.00% | +5,377+36.6% | 加碼 |
| Stonegate Investment Group, LLC | 20,045 | $152.1 萬 | 0.05% | 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 |
| Horrell Capital Management, Inc. | 20,000 | $151.7 萬 | 0.46% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 19,804 | $150.3 萬 | 0.01% | +4,167+26.6% | 加碼 |
| Neuberger Berman Group LLC | 19,795 | $150.2 萬 | 0.00% | −119,582−85.8% | 減碼 |
| Nissay Asset Management Corp | 19,760 | $149.9 萬 | 0.01% | −335−1.7% | 減碼 |
| Globeflex Capital L P | 19,734 | $149.7 萬 | 0.15% | +19,734 | 新進 |
| Acadian Asset Management LLC | 19,682 | $148.9 萬 | 0.01% | +19,682 | 新進 |
| Versor Investments LP | 19,593 | $148.7 萬 | 0.30% | +19,593 | 新進 |
| Cunning Capital Partners, LP | 19,580 | $148.6 萬 | 0.93% | +19,580 | 新進 |
| Pathstone Holdings, LLC | 19,553 | $148.5 萬 | 0.01% | +19,553 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 19,241 | $146.0 萬 | 0.01% | −3,176−14.2% | 減碼 |
| Seaport Global Advisors, LLC | 19,132 | $145.2 萬 | 3.48% | +10,986+134.9% | 加碼 |
| Alpha Cubed Investments, LLC | 18,915 | $143.5 萬 | 0.08% | +18,915 | 新進 |
| Daiwa Securities Group Inc. | 18,813 | $142.8 萬 | 0.01% | +400+2.2% | 加碼 |
| Royal Fund Management, LLC | 18,408 | $139.7 萬 | 0.18% | −1,600−8.0% | 減碼 |
| Empire Life Investments Inc. | 18,136 | $137.6 萬 | 0.09% | +3,520+24.1% | 加碼 |
| Banque Cantonale Vaudoise | 17,667 | $134.0 萬 | 0.06% | +12,075+215.9% | 加碼 |
| SEI Investments Co | 17,464 | $132.5 萬 | 0.00% | +1,800+11.5% | 加碼 |
| Highland Capital Management, LLC | 17,061 | $129.4 萬 | 0.08% | +17,061 | 新進 |
| Moore Capital Management, LP | 16,785 | $127.3 萬 | 0.03% | +16,785 | 新進 |
| River & Mercantile Asset Management LLP | 16,473 | $124.9 萬 | 0.24% | −163−1.0% | 減碼 |
| Panagora Asset Management Inc | 16,460 | $124.9 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 16,149 | $122.5 萬 | 0.01% | −62−0.4% | 減碼 |
| Schroder Investment Management Group | 15,940 | $120.9 萬 | 0.00% | −10,179−39.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,935 | $120.9 萬 | 0.00% | +823+5.4% | 加碼 |
| Cutler Group LP | 15,346 | $116.4 萬 | 0.16% | +14,746+2,457.7% | 加碼 |
| TrueMark Investments, LLC | 15,333 | $116.3 萬 | 1.16% | +15,333 | 新進 |
| Twinbeech Capital LP | 15,208 | $115.4 萬 | 0.02% | −191,008−92.6% | 減碼 |
| Amalgamated Bank | 15,203 | $115.3 萬 | 0.01% | −1,599−9.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 15,022 | $114.0 萬 | 0.03% | +630+4.4% | 加碼 |
| JustInvest LLC | 15,015 | $113.9 萬 | 0.03% | −45−0.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 15,002 | $113.8 萬 | 0.48% | −837−5.3% | 減碼 |
| Wolverine Trading, LLC | 14,963 | $113.5 萬 | 0.01% | +4,302+40.4% | 加碼 |
| Valmark Advisers, Inc. | 14,919 | $113.2 萬 | 0.02% | −1,275−7.9% | 減碼 |
| HarbourVest Partners LLC | 14,572 | $110.6 萬 | 0.37% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 14,315 | $108.6 萬 | 0.03% | −1,982−12.2% | 減碼 |
| CI Private Wealth, LLC | 14,238 | $108.0 萬 | 0.00% | −3,164−18.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 13,691 | $105.6 萬 | 0.02% | −8,675−38.8% | 減碼 |
| Liberty One Investment Management, LLC | 13,891 | $105.4 萬 | 0.13% | −513−3.6% | 減碼 |
| Two Sigma Securities, LLC | 13,794 | $104.7 萬 | 0.05% | −37,025−72.9% | 減碼 |
| Degroof Petercam Asset Management | 13,690 | $103.9 萬 | 0.01% | +13,690 | 新進 |
| STRS Ohio | 13,642 | $103.5 萬 | 0.00% | +13,642 | 新進 |
| KBC Group NV | 13,601 | $103.2 萬 | 0.00% | +1,645+13.8% | 加碼 |
| Centaurus Financial, Inc. | 13,372 | $101.5 萬 | 0.08% | −100−0.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 13,196 | $100.1 萬 | 0.06% | −600−4.3% | 減碼 |
| Achmea Investment Management B.V. | 13,192 | $100.1 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 13,043 | $99.0 萬 | 0.00% | +6,681+105.0% | 加碼 |
| Integrated Wealth Concepts LLC | 13,022 | $98.8 萬 | 0.02% | −694−5.1% | 減碼 |
| Oak Thistle LLC | 12,953 | $98.3 萬 | 0.28% | +4,452+52.4% | 加碼 |
| Maryland State Retirement & Pension System | 12,921 | $98.0 萬 | 0.02% | 00.0% | 不變 |
| Front Street Capital Management, Inc. | 12,703 | $96.4 萬 | 0.19% | −10−0.1% | 減碼 |
| B. Riley Asset Management, LLC | 14,840 | $96.2 萬 | 0.35% | +14,840 | 新進 |
| Rockefeller Capital Management L.P. | 12,628 | $95.8 萬 | 0.00% | −850−6.3% | 減碼 |
| FORA Capital, LLC | 12,612 | $95.7 萬 | 0.08% | +12,612 | 新進 |
| Private Advisor Group, LLC | 12,422 | $94.2 萬 | 0.01% | +4,145+50.1% | 加碼 |
| Leelyn Smith, LLC | 12,150 | $92.2 萬 | 0.20% | +1,374+12.8% | 加碼 |
| Kestra Advisory Services, LLC | 11,675 | $88.6 萬 | 0.01% | +4,486+62.4% | 加碼 |
| Meridian Wealth Management, LLC | 11,618 | $88.1 萬 | 0.06% | −3,870−25.0% | 減碼 |
| Sage Rhino Capital LLC | 11,528 | $87.5 萬 | 0.22% | −2,934−20.3% | 減碼 |
| Guggenheim Capital LLC | 11,509 | $87.3 萬 | 0.01% | −7,582−39.7% | 減碼 |
| Employees Retirement System of Texas | 11,483 | $87.1 萬 | 0.01% | +11,483 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,400 | $86.5 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 11,345 | $86.1 萬 | 0.03% | +3,750+49.4% | 加碼 |
| Wellington Management Group LLP | 11,270 | $85.5 萬 | 0.00% | +4,390+63.8% | 加碼 |
| Nordea Investment Management AB | 11,100 | $84.7 萬 | 0.00% | +773+7.5% | 加碼 |
| Boothbay Fund Management, LLC | 10,889 | $82.6 萬 | 0.03% | +6,348+139.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 10,700 | $81.2 萬 | 0.01% | +10,700 | 新進 |
| Green Alpha Advisors, LLC | 10,586 | $80.3 萬 | 0.58% | +574+5.7% | 加碼 |
| Xcel Wealth Management, LLC | 10,421 | $79.1 萬 | 0.28% | −4,909−32.0% | 減碼 |
| RMR Wealth Builders | 10,391 | $78.8 萬 | 0.11% | 00.0% | 不變 |
| Truist Financial Corp | 10,350 | $78.5 萬 | 0.00% | −885−7.9% | 減碼 |
| Centiva Capital, LP | 10,298 | $78.1 萬 | 0.05% | −5,591−35.2% | 減碼 |
| Marex Group plc | 10,241 | $77.7 萬 | 0.03% | +17+0.2% | 加碼 |
| Vident Advisory, LLC | 10,237 | $77.7 萬 | 0.02% | +885+9.5% | 加碼 |
| Woodward Diversified Capital, LLC | 10,228 | $77.6 萬 | 0.49% | −1,000−8.9% | 減碼 |
| Brighton Jones LLC | 10,209 | $77.5 萬 | 0.03% | +185+1.8% | 加碼 |
| Relative Value Partners Group, LLC | 10,172 | $77.2 萬 | 0.05% | −10−0.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,003 | $75.9 萬 | 0.03% | −7,614−43.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 10,000 | $75.9 萬 | 0.01% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 9,916 | $75.2 萬 | 0.02% | +1,000+11.2% | 加碼 |
| Swiss Life Asset Management Ltd | 9,817 | $74.6 萬 | 0.01% | −11,680−54.3% | 減碼 |
| Brandywine Managers, LLC | 9,782 | $74.2 萬 | 0.81% | 00.0% | 不變 |
| Mackenzie Financial Corp | 9,635 | $73.1 萬 | 0.00% | +1,624+20.3% | 加碼 |