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。
2024 年第 1 季 13F 持有人
Twilio Inc 在 2024/3/31 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
- 626
- 較 2023 年第 4 季 −26 家
- 持有股數
- 1.37 億
- 較 2023 年第 4 季 −869.4 萬 (−6.0%)
- 總市值
- $83.7 億
- 較 2023 年第 4 季 −$26.7 億 (−24.2%)
- 新進機構
- 94
- 另有 227 家加碼
- 清倉機構
- 120
- 另有 187 家減碼
另有 8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ables, Iannone, Moore & Associates, Inc. | 21,961 | $134.3 萬 | 0.96% | −300−1.3% | 減碼 |
| Pathstone Holdings, LLC | 22,004 | $134.6 萬 | 0.01% | +2,451+12.5% | 加碼 |
| Independent Advisor Alliance | 22,260 | $136.1 萬 | 0.05% | +18,426+480.6% | 加碼 |
| Quantbot Technologies LP | 22,462 | $137.4 萬 | 0.08% | +22,462 | 新進 |
| Staley Capital Advisers Inc | 22,500 | $137.6 萬 | 0.06% | 00.0% | 不變 |
| Quantinno Capital Management LP | 22,665 | $138.6 萬 | 0.03% | +11,320+99.8% | 加碼 |
| Oppenheimer & Co Inc | 22,674 | $138.7 萬 | 0.02% | −32,185−58.7% | 減碼 |
| Victory Capital Management Inc | 22,678 | $138.7 萬 | 0.00% | −432−1.9% | 減碼 |
| Janus Henderson Group PLC | 22,891 | $139.9 萬 | 0.00% | +40.0% | 加碼 |
| Stifel Financial Corp | 23,043 | $140.9 萬 | 0.00% | −15,665−40.5% | 減碼 |
| New York Life Investment Management LLC | 23,193 | $141.8 萬 | 0.01% | +391+1.7% | 加碼 |
| Allen Investment Management LLC | 23,400 | $143.1 萬 | 0.02% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 24,280 | $148.5 萬 | 0.01% | +80+0.3% | 加碼 |
| DnB Asset Management AS | 24,849 | $152.0 萬 | 0.01% | −9,003−26.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 24,853 | $152.0 萬 | 0.02% | −15,343−38.2% | 減碼 |
| Cresset Asset Management, LLC | 25,096 | $153.5 萬 | 0.01% | −936−3.6% | 減碼 |
| Titleist Asset Management, LLC | 25,133 | $153.7 萬 | 0.27% | −17,652−41.3% | 減碼 |
| Walleye Trading LLC | 26,536 | $162.3 萬 | 0.03% | +26,536 | 新進 |
| Granahan Investment Management Inc | 27,139 | $166.0 萬 | 0.06% | −28,276−51.0% | 減碼 |
| Group One Trading, L.P. | 27,349 | $167.2 萬 | 0.06% | −16,395−37.5% | 減碼 |
| Utah Retirement Systems | 29,219 | $178.7 萬 | 0.02% | 00.0% | 不變 |
| Raymond James & Associates | 29,329 | $179.3 萬 | 0.00% | −7,821−21.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 29,670 | $181.4 萬 | 0.00% | +1,897+6.8% | 加碼 |
| Palogic Value Management, L.P. | 30,000 | $183.4 萬 | 0.79% | +10,000+50.0% | 加碼 |
| Creative Planning | 29,999 | $183.4 萬 | 0.00% | +301+1.0% | 加碼 |
| Firsthand Capital Management, Inc. | 30,000 | $183.4 萬 | 2.99% | 00.0% | 不變 |
| Circumference Group LLC | 30,000 | $183.4 萬 | 1.89% | +10,000+50.0% | 加碼 |
| Horrell Capital Management, Inc. | 30,000 | $183.5 萬 | 0.51% | +10,000+50.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 30,198 | $184.7 萬 | 0.36% | +30,198 | 新進 |
| Aquatic Capital Management LLC | 30,800 | $188.3 萬 | 0.06% | +30,800 | 新進 |
| Allianz Asset Management GmbH | 31,139 | $190.4 萬 | 0.00% | +11,078+55.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 32,016 | $192.4 萬 | 0.00% | −62,292−66.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,002 | $195.7 萬 | 0.01% | +12,761+66.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 32,204 | $197.2 萬 | 0.01% | −12,535−28.0% | 減碼 |
| Two Sigma Investments, LP | 32,404 | $198.2 萬 | 0.00% | −670,701−95.4% | 減碼 |
| UBS Oconnor LLC | 32,500 | $198.7 萬 | 0.06% | +32,500 | 新進 |
| Capstone Investment Advisors, LLC | 33,217 | $203.1 萬 | 0.04% | +33,217 | 新進 |
| Parallel Advisors, LLC | 33,275 | $203.5 萬 | 0.06% | −1,347−3.9% | 減碼 |
| Graham Capital Management, L.P. | 33,291 | $203.6 萬 | 0.06% | +6,248+23.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 33,421 | $204.4 萬 | 0.00% | −101,618−75.3% | 減碼 |
| Vinva Investment Management Ltd | 34,157 | $208.9 萬 | 0.12% | +28,895+549.1% | 加碼 |
| Storebrand Asset Management AS | 34,194 | $209.1 萬 | 0.01% | −501−1.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 35,054 | $214.4 萬 | 0.02% | +33,318+1,919.2% | 加碼 |
| Private Advisor Group, LLC | 35,065 | $214.4 萬 | 0.02% | +22,643+182.3% | 加碼 |
| Nebula Research & Development LLC | 35,352 | $216.2 萬 | 0.47% | +35,352 | 新進 |
| Quadrature Capital Ltd | 35,802 | $218.8 萬 | 0.04% | +35,802 | 新進 |
| Forsta Ap-Fonden | 37,100 | $226.9 萬 | 0.02% | +5,500+17.4% | 加碼 |
| Royal Fund Management, LLC | 37,608 | $230.0 萬 | 0.27% | +19,200+104.3% | 加碼 |
| Jump Financial, LLC | 38,782 | $237.2 萬 | 0.06% | +38,782 | 新進 |
| SWS Partners | 38,882 | $237.8 萬 | 0.71% | −531−1.3% | 減碼 |
| GM Advisory Group, Inc. | 39,756 | $243.1 萬 | 0.17% | +39,756 | 新進 |
| Susquehanna Fundamental Investments, LLC | 39,907 | $244.0 萬 | 0.11% | +39,907 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,392 | $247.0 萬 | 0.03% | +500+1.3% | 加碼 |
| Susquehanna International Group, LLP | 40,434 | $247.3 萬 | 0.00% | −75,201−65.0% | 減碼 |
| Vista Wealth Management Group, LLC | 40,450 | $247.4 萬 | 0.19% | −3,143−7.2% | 減碼 |
| Natixis | 40,545 | $247.9 萬 | 0.01% | −44,827−52.5% | 減碼 |
| HRT Financial LP | 40,753 | $249.2 萬 | 0.02% | −28,105−40.8% | 減碼 |
| IFM Investors Pty Ltd | 41,184 | $251.8 萬 | 0.03% | −147−0.4% | 減碼 |
| Boothbay Fund Management, LLC | 41,199 | $251.9 萬 | 0.07% | +30,310+278.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 41,603 | $254.4 萬 | 0.02% | +1,723+4.3% | 加碼 |
| Advisor Group Holdings, Inc. | 42,076 | $257.3 萬 | 0.01% | −5,344−11.3% | 減碼 |
| Forte Capital LLC | 42,627 | $260.7 萬 | 0.32% | −6,162−12.6% | 減碼 |
| CIBC World Markets Inc. | 43,035 | $263.2 萬 | 0.01% | +7,564+21.3% | 加碼 |
| TD Asset Management Inc | 43,173 | $264.0 萬 | 0.00% | +1,550+3.7% | 加碼 |
| USS Investment Management Ltd | 43,440 | $265.5 萬 | 0.02% | +4,141+10.5% | 加碼 |
| Leonteq Securities AG | 43,835 | $268.1 萬 | 0.36% | +43,542+14,860.8% | 加碼 |
| Nomura Asset Management Co Ltd | 44,695 | $273.3 萬 | 0.01% | −4,363−8.9% | 減碼 |
| Holocene Advisors, LP | 44,733 | $273.5 萬 | 0.01% | −1,482,960−97.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,074 | $281.7 萬 | 0.03% | +16,223+54.3% | 加碼 |
| Arizona State Retirement System | 47,306 | $289.3 萬 | 0.02% | +160.0% | 加碼 |
| Caption Management, LLC | 48,000 | $293.5 萬 | 0.32% | +48,000 | 新進 |
| Weiss Asset Management LP | 49,288 | $301.4 萬 | 0.14% | +49,288 | 新進 |
| Clayton Partners LLC | 49,618 | $303.4 萬 | 2.58% | +49,618 | 新進 |
| Commonwealth Equity Services, LLC | 49,634 | $303.5 萬 | 0.01% | −12,494−20.1% | 減碼 |
| Fund 1 Investments, LLC | 49,969 | $305.6 萬 | 0.50% | +49,969 | 新進 |
| Murchinson Ltd. | 50,000 | $305.8 萬 | 0.34% | +50,000 | 新進 |
| IMC-Chicago, LLC | 50,652 | $309.7 萬 | 0.11% | +50,652 | 新進 |
| Formula Growth Ltd | 50,688 | $310.0 萬 | 0.99% | +10,000+24.6% | 加碼 |
| 180 Wealth Advisors, LLC | 53,633 | $328.0 萬 | 0.59% | +12,201+29.4% | 加碼 |
| Capital Fund Management S.A. | 53,969 | $330.0 萬 | 0.04% | −9,994−15.6% | 減碼 |
| Vontobel Holding Ltd. | 54,700 | $334.5 萬 | 0.03% | −3,419−5.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,844 | $335.4 萬 | 0.01% | −1,161−2.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 56,834 | $341.3 萬 | 0.02% | −374−0.7% | 減碼 |
| Cetera Investment Advisers | 55,878 | $341.7 萬 | 0.01% | +30,071+116.5% | 加碼 |
| Greenland Capital Management LP | 55,886 | $341.7 萬 | 0.56% | +55,886 | 新進 |
| Two Sigma Advisers, LP | 56,600 | $346.1 萬 | 0.01% | −126,397−69.1% | 減碼 |
| Ieq Capital, LLC | 57,118 | $349.3 萬 | 0.05% | +6,608+13.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 57,972 | $354.5 萬 | 0.02% | +57,972 | 新進 |
| Mariner, LLC | 58,399 | $357.1 萬 | 0.01% | +12,014+25.9% | 加碼 |
| Verition Fund Management LLC | 58,925 | $360.3 萬 | 0.03% | +55,730+1,744.3% | 加碼 |
| Lecap Asset Management Ltd | 58,928 | $360.3 萬 | 0.75% | +28,666+94.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,715 | $365.2 萬 | 0.01% | +12,662+26.9% | 加碼 |
| Royal London Asset Management Ltd | 59,854 | $366.0 萬 | 0.01% | +2,181+3.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 60,936 | $372.6 萬 | 0.13% | +60,936 | 新進 |
| Surience Private Wealth LLC | 60,958 | $372.8 萬 | 3.53% | +60,958 | 新進 |
| Teachers Retirement System of the State of Kentucky | 61,639 | $376.9 萬 | 0.03% | −36,700−37.3% | 減碼 |
| PEAK6 Investments LLC | 61,943 | $378.8 萬 | 0.18% | +61,943 | 新進 |
| Public Employees Retirement System of Ohio | 65,440 | $400.2 萬 | 0.02% | −6,025−8.4% | 減碼 |
| Asset Management One Co.,Ltd. | 65,795 | $402.3 萬 | 0.02% | −4,603−6.5% | 減碼 |
| HighTower Advisors, LLC | 65,896 | $403.0 萬 | 0.01% | −7,025−9.6% | 減碼 |