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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 66,403 | $406.0 萬 | 0.01% | −19,207−22.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 69,500 | $425.0 萬 | 0.03% | −12,200−14.9% | 減碼 |
| SG Americas Securities, LLC | 70,208 | $429.3 萬 | 0.02% | +66,529+1,808.3% | 加碼 |
| Selective Wealth Management, Inc. | 72,642 | $449.3 萬 | 1.95% | −2,307−3.1% | 減碼 |
| Wolverine Trading, LLC | 74,826 | $457.6 萬 | 0.05% | +59,863+400.1% | 加碼 |
| Andar Capital Management HK Ltd | 75,000 | $458.6 萬 | 6.62% | +43,000+134.4% | 加碼 |
| B. Riley Asset Management, LLC | 75,989 | $464.7 萬 | 1.86% | +61,149+412.1% | 加碼 |
| Treasurer of the State of North Carolina | 77,774 | $475.6 萬 | 0.02% | +480+0.6% | 加碼 |
| Simplex Trading, LLC | 80,914 | $494.7 萬 | 0.14% | −30,063−27.1% | 減碼 |
| Pearl River Capital, LLC | 81,476 | $498.2 萬 | 0.79% | +51,678+173.4% | 加碼 |
| GTS Securities LLC | 82,053 | $501.8 萬 | 0.14% | +34,250+71.6% | 加碼 |
| Level Four Advisory Services, LLC | 69,194 | $525.0 萬 | 0.29% | +6,646+10.6% | 加碼 |
| Arthedge Capital Management, LLC | 88,690 | $542.3 萬 | 3.93% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89,684 | $548.4 萬 | 0.01% | +15,836+21.4% | 加碼 |
| Royal Bank of Canada | 90,016 | $550.4 萬 | 0.00% | −157,093−63.6% | 減碼 |
| Canada Pension Plan Investment Board | 92,802 | $567.5 萬 | 0.01% | +46,700+101.3% | 加碼 |
| Twin Tree Management, LP | 97,502 | $596.2 萬 | 0.14% | +97,502 | 新進 |
| Blair William & Co | 97,893 | $598.6 萬 | 0.02% | −91,787−48.4% | 減碼 |
| Motley Fool Wealth Management, LLC | 99,123 | $606.1 萬 | 0.31% | +275+0.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 99,822 | $610.4 萬 | 0.02% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 101,400 | $620.1 萬 | 0.02% | +37,933+59.8% | 加碼 |
| Melqart Asset Management (UK) Ltd | 103,599 | $633.5 萬 | 0.47% | +103,599 | 新進 |
| Robeco Institutional Asset Management B.V. | 107,251 | $655.8 萬 | 0.01% | +41,378+62.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 109,229 | $671.2 萬 | 0.02% | −38,306−26.0% | 減碼 |
| Alight Capital Management LP | 110,000 | $672.6 萬 | 2.13% | +35,000+46.7% | 加碼 |
| State of Wisconsin Investment Board | 118,532 | $724.8 萬 | 0.02% | +29,732+33.5% | 加碼 |
| Price T Rowe Associates Inc | 123,103 | $752.9 萬 | 0.00% | +3,780+3.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 123,761 | $756.8 萬 | 0.09% | +100,863+440.5% | 加碼 |
| EULAV Asset Management | 124,000 | $758.3 萬 | 0.21% | +35,972+40.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 127,367 | $795.4 萬 | 0.02% | −7,638−5.7% | 減碼 |
| AQR Capital Management LLC | 136,576 | $833.8 萬 | 0.01% | +87,650+179.1% | 加碼 |
| LPL Financial LLC | 136,635 | $835.5 萬 | 0.00% | −15,203−10.0% | 減碼 |
| Alliancebernstein L.P. | 142,805 | $873.3 萬 | 0.00% | −74,590−34.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 152,565 | $932.9 萬 | 0.01% | −108,284−41.5% | 減碼 |
| London & Capital Asset Management Ltd | 154,691 | $945.9 萬 | 0.72% | +21,038+15.7% | 加碼 |
| Swedbank AB | 155,309 | $949.7 萬 | 0.01% | −45,514−22.7% | 減碼 |
| APG Asset Management N.V. | 169,856 | $961.7 萬 | 0.02% | +42,707+33.6% | 加碼 |
| Pinebridge Investments, L.P. | 158,743 | $970.4 萬 | 0.08% | +158,743 | 新進 |
| Wells Fargo & Company | 160,175 | $979.5 萬 | 0.00% | −112,337−41.2% | 減碼 |
| Great West Life Assurance Co | 176,139 | $1,077 萬 | 0.02% | +21,245+13.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 178,665 | $1,093 萬 | 0.09% | +178,665 | 新進 |
| Man Group plc | 183,379 | $1,121 萬 | 0.03% | +91,655+99.9% | 加碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,131 萬 | 0.93% | −17,000−8.4% | 減碼 |
| Panagora Asset Management Inc | 185,476 | $1,134 萬 | 0.06% | +169,016+1,026.8% | 加碼 |
| RJA Asset Management LLC | 189,682 | $1,160 萬 | 3.94% | 00.0% | 不變 |
| National Bank of Canada | 202,880 | $1,219 萬 | 0.02% | +201,769+18,161.0% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,221 萬 | 0.12% | 00.0% | 不變 |
| Danske Bank A/S | 201,134 | $1,230 萬 | 0.04% | +201,134 | 新進 |
| Rhumbline Advisers | 205,520 | $1,257 萬 | 0.01% | −2,886−1.4% | 減碼 |
| Korea Investment CORP | 212,806 | $1,301 萬 | 0.03% | +62,647+41.7% | 加碼 |
| Invesco Ltd. | 221,887 | $1,357 萬 | 0.00% | +18,482+9.1% | 加碼 |
| AXA S.A. | 222,803 | $1,362 萬 | 0.04% | −653−0.3% | 減碼 |
| King Luther Capital Management Corp | 224,105 | $1,370 萬 | 0.06% | +33,887+17.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 210,886 | $1,405 萬 | 0.03% | +17,856+9.3% | 加碼 |
| Aviva PLC | 239,968 | $1,467 萬 | 0.05% | −13,862−5.5% | 減碼 |
| Ameriprise Financial Inc | 242,629 | $1,483 萬 | 0.00% | −6,233−2.5% | 減碼 |
| California State Teachers Retirement System | 255,609 | $1,563 萬 | 0.02% | −2,498−1.0% | 減碼 |
| Bares Capital Management, Inc. | 258,730 | $1,582 萬 | 0.63% | −170,000−39.7% | 減碼 |
| Barclays PLC | 260,913 | $1,595 萬 | 0.01% | +86,948+50.0% | 加碼 |
| UBS Group AG | 264,319 | $1,616 萬 | 0.01% | +138,477+110.0% | 加碼 |
| Standard Life Aberdeen plc | 271,890 | $1,663 萬 | 0.03% | +15,214+5.9% | 加碼 |
| Cooper Creek Partners Management LLC | 274,334 | $1,678 萬 | 0.68% | 00.0% | 不變 |
| California Public Employees Retirement System | 288,191 | $1,762 萬 | 0.01% | +48,474+20.2% | 加碼 |
| Frontier Capital Management Co LLC | 292,111 | $1,786 萬 | 0.17% | −219,925−43.0% | 減碼 |
| Credit Suisse AG | 292,185 | $1,787 萬 | 0.02% | −5,811−2.0% | 減碼 |
| Toronado Partners, LLC | 307,324 | $1,879 萬 | 10.41% | +75,131+32.4% | 加碼 |
| Citigroup Inc | 316,208 | $1,934 萬 | 0.02% | +227,396+256.0% | 加碼 |
| Balyasny Asset Management LLC | 318,258 | $1,946 萬 | 0.05% | +318,258 | 新進 |
| Amundi | 342,967 | $2,004 萬 | 0.01% | +42,572+14.2% | 加碼 |
| Ensign Peak Advisors, Inc | 333,036 | $2,037 萬 | 0.04% | +32,155+10.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 334,970 | $2,048 萬 | 0.09% | +334,970 | 新進 |
| Goldman Sachs Group Inc | 351,239 | $2,148 萬 | 0.00% | +59,508+20.4% | 加碼 |
| Renaissance Technologies LLC | 351,995 | $2,152 萬 | 0.03% | −480,200−57.7% | 減碼 |
| Neumann Advisory Hong Kong Ltd | 361,884 | $2,213 萬 | 10.87% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 364,047 | $2,259 萬 | 0.05% | −142,445−28.1% | 減碼 |
| Bank of Montreal | 416,341 | $2,545 萬 | 0.01% | +270,453+185.4% | 加碼 |
| HSBC Holdings PLC | 434,628 | $2,657 萬 | 0.02% | +288,528+197.5% | 加碼 |
| Deutsche Bank AG | 499,433 | $3,054 萬 | 0.01% | +62,909+14.4% | 加碼 |
| JPMorgan Chase & Co | 501,551 | $3,067 萬 | 0.00% | +396,341+376.7% | 加碼 |
| KBC Group NV | 509,789 | $3,117 萬 | 0.10% | +496,188+3,648.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 512,609 | $3,135 萬 | 0.04% | +118,526+30.1% | 加碼 |
| Swiss National Bank | 515,100 | $3,150 萬 | 0.02% | −22,900−4.3% | 減碼 |
| Goldentree Asset Management LP | 519,134 | $3,175 萬 | 2.53% | +519,134 | 新進 |
| Anson Funds Management LP | 532,683 | $3,257 萬 | 2.41% | +92,143+20.9% | 加碼 |
| American Century Companies Inc | 563,962 | $3,449 萬 | 0.02% | +8,659+1.6% | 加碼 |
| Voloridge Investment Management, LLC | 571,206 | $3,493 萬 | 0.13% | −578,012−50.3% | 減碼 |
| Nuveen Asset Management, LLC | 578,848 | $3,540 萬 | 0.01% | +14,676+2.6% | 加碼 |
| Delta Global Management LP | 586,492 | $3,586 萬 | 2.73% | +118,308+25.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 596,942 | $3,650 萬 | 0.16% | −37,657−5.9% | 減碼 |
| Legion Partners Asset Management, LLC | 601,050 | $3,675 萬 | 8.51% | 00.0% | 不變 |
| Bank of America Corp | 615,523 | $3,764 萬 | 0.00% | +383,441+165.2% | 加碼 |
| New York State Common Retirement Fund | 634,401 | $3,879 萬 | 0.05% | −12,680−2.0% | 減碼 |
| Glenmede Trust Co NA | 665,752 | $4,071 萬 | 0.20% | +280,856+73.0% | 加碼 |
| No Street GP LP | 680,000 | $4,158 萬 | 3.65% | −15,000−2.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 798,989 | $4,886 萬 | 0.95% | +203,102+34.1% | 加碼 |
| Legal & General Group Plc | 902,993 | $5,522 萬 | 0.02% | −151,372−14.4% | 減碼 |
| Marshall Wace, LLP | 906,267 | $5,542 萬 | 0.09% | +906,267 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 942,642 | $5,764 萬 | 0.40% | −6,187,545−86.8% | 減碼 |
| Northern Trust Corp | 1,003,397 | $6,136 萬 | 0.01% | −199,758−16.6% | 減碼 |
| Point72 Asset Management, L.P. | 1,023,019 | $6,256 萬 | 0.18% | +667,765+188.0% | 加碼 |