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 |
|---|---|---|---|---|---|
| Circumference Group LLC | 30,000 | $183.4 萬 | 1.89% | +10,000+50.0% | 加碼 |
| Creative Planning | 29,999 | $183.4 萬 | 0.00% | +301+1.0% | 加碼 |
| Palogic Value Management, L.P. | 30,000 | $183.4 萬 | 0.79% | +10,000+50.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 29,670 | $181.4 萬 | 0.00% | +1,897+6.8% | 加碼 |
| Raymond James & Associates | 29,329 | $179.3 萬 | 0.00% | −7,821−21.1% | 減碼 |
| Utah Retirement Systems | 29,219 | $178.7 萬 | 0.02% | 00.0% | 不變 |
| Group One Trading, L.P. | 27,349 | $167.2 萬 | 0.06% | −16,395−37.5% | 減碼 |
| Granahan Investment Management Inc | 27,139 | $166.0 萬 | 0.06% | −28,276−51.0% | 減碼 |
| Walleye Trading LLC | 26,536 | $162.3 萬 | 0.03% | +26,536 | 新進 |
| Titleist Asset Management, LLC | 25,133 | $153.7 萬 | 0.27% | −17,652−41.3% | 減碼 |
| Cresset Asset Management, LLC | 25,096 | $153.5 萬 | 0.01% | −936−3.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 24,853 | $152.0 萬 | 0.02% | −15,343−38.2% | 減碼 |
| DnB Asset Management AS | 24,849 | $152.0 萬 | 0.01% | −9,003−26.6% | 減碼 |
| Nisa Investment Advisors, LLC | 24,280 | $148.5 萬 | 0.01% | +80+0.3% | 加碼 |
| Allen Investment Management LLC | 23,400 | $143.1 萬 | 0.02% | 00.0% | 不變 |
| New York Life Investment Management LLC | 23,193 | $141.8 萬 | 0.01% | +391+1.7% | 加碼 |
| Stifel Financial Corp | 23,043 | $140.9 萬 | 0.00% | −15,665−40.5% | 減碼 |
| Janus Henderson Group PLC | 22,891 | $139.9 萬 | 0.00% | +40.0% | 加碼 |
| Victory Capital Management Inc | 22,678 | $138.7 萬 | 0.00% | −432−1.9% | 減碼 |
| Oppenheimer & Co Inc | 22,674 | $138.7 萬 | 0.02% | −32,185−58.7% | 減碼 |
| Quantinno Capital Management LP | 22,665 | $138.6 萬 | 0.03% | +11,320+99.8% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $137.6 萬 | 0.06% | 00.0% | 不變 |
| Quantbot Technologies LP | 22,462 | $137.4 萬 | 0.08% | +22,462 | 新進 |
| Independent Advisor Alliance | 22,260 | $136.1 萬 | 0.05% | +18,426+480.6% | 加碼 |
| Pathstone Holdings, LLC | 22,004 | $134.6 萬 | 0.01% | +2,451+12.5% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 21,961 | $134.3 萬 | 0.96% | −300−1.3% | 減碼 |
| Gsa Capital Partners LLP | 21,822 | $133.4 萬 | 0.11% | +21,822 | 新進 |
| Cerity Partners LLC | 21,689 | $132.6 萬 | 0.00% | +8,646+66.3% | 加碼 |
| Readystate Asset Management LP | 21,602 | $132.1 萬 | 0.05% | +21,602 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 20,984 | $128.3 萬 | 0.51% | 00.0% | 不變 |
| LMR Partners LLP | 20,696 | $126.6 萬 | 0.03% | −264,308−92.7% | 減碼 |
| Calamos Advisors LLC | 20,527 | $125.5 萬 | 0.01% | +20,527 | 新進 |
| Point72 (DIFC) Ltd | 20,506 | $125.4 萬 | 0.10% | +20,506 | 新進 |
| British Columbia Investment Management Corp | 20,383 | $124.6 萬 | 0.01% | +579+2.9% | 加碼 |
| Janney Montgomery Scott LLC | 20,224 | $123.7 萬 | 0.00% | −25,065−55.3% | 減碼 |
| Stonegate Investment Group, LLC | 20,045 | $122.6 萬 | 0.04% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 20,000 | $122.3 萬 | 0.13% | +17,000+566.7% | 加碼 |
| Nissay Asset Management Corp | 19,879 | $121.6 萬 | 0.01% | +119+0.6% | 加碼 |
| Hel Ved Capital Management Ltd | 19,400 | $118.6 萬 | 0.29% | −7,610−28.2% | 減碼 |
| Mackenzie Financial Corp | 19,324 | $118.2 萬 | 0.00% | +9,689+100.6% | 加碼 |
| Polianta Ltd | 19,300 | $118.0 萬 | 0.57% | +19,300 | 新進 |
| Daiwa Securities Group Inc. | 19,213 | $117.5 萬 | 0.01% | +400+2.1% | 加碼 |
| Empire Life Investments Inc. | 18,834 | $115.2 萬 | 0.07% | +698+3.8% | 加碼 |
| Neuberger Berman Group LLC | 18,800 | $115.0 萬 | 0.00% | −995−5.0% | 減碼 |
| Qsemble Capital Management, LP | 18,628 | $113.9 萬 | 0.25% | +12,318+195.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,605 | $113.8 萬 | 0.00% | −1,854−9.1% | 減碼 |
| SEI Investments Co | 17,842 | $109.1 萬 | 0.00% | +378+2.2% | 加碼 |
| CI Private Wealth, LLC | 17,686 | $108.2 萬 | 0.00% | +3,448+24.2% | 加碼 |
| STRS Ohio | 17,614 | $107.7 萬 | 0.00% | +3,972+29.1% | 加碼 |
| Guggenheim Capital LLC | 17,610 | $107.7 萬 | 0.01% | +6,101+53.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 17,570 | $107.4 萬 | 0.00% | −17,141−49.4% | 減碼 |
| Engineers Gate Manager LP | 17,550 | $107.3 萬 | 0.03% | +13,386+321.5% | 加碼 |
| Centiva Capital, LP | 17,546 | $107.3 萬 | 0.06% | +7,248+70.4% | 加碼 |
| Toronto Dominion Bank | 17,419 | $106.5 萬 | 0.00% | −5,964−25.5% | 減碼 |
| TrueMark Investments, LLC | 17,400 | $106.4 萬 | 0.98% | +2,067+13.5% | 加碼 |
| Kestra Advisory Services, LLC | 17,278 | $105.7 萬 | 0.01% | +5,603+48.0% | 加碼 |
| Handelsbanken Fonder AB | 17,218 | $105.3 萬 | 0.00% | −2,874−14.3% | 減碼 |
| Xponance, Inc. | 16,879 | $103.2 萬 | 0.01% | +7,939+88.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,764 | $102.5 萬 | 0.02% | +8,919+113.7% | 加碼 |
| Lido Advisors, LLC | 16,440 | $100.5 萬 | 0.01% | +291+1.8% | 加碼 |
| River & Mercantile Asset Management LLP | 16,291 | $99.6 萬 | 0.25% | −182−1.1% | 減碼 |
| Sciencast Management LP | 16,246 | $99.3 萬 | 0.61% | +16,246 | 新進 |
| Elo Mutual Pension Insurance Co | 15,715 | $96.1 萬 | 0.02% | +693+4.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,523 | $94.9 萬 | 0.01% | +4,123+36.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,432 | $94.4 萬 | 0.00% | −503−3.2% | 減碼 |
| Teza Capital Management LLC | 15,170 | $92.8 萬 | 0.12% | +15,170 | 新進 |
| Schroder Investment Management Group | 15,155 | $92.7 萬 | 0.00% | −785−4.9% | 減碼 |
| Richard W. Paul & Associates, LLC | 15,118 | $92.4 萬 | 0.37% | +116+0.8% | 加碼 |
| Principal Financial Group Inc | 14,835 | $90.7 萬 | 0.00% | −84,924−85.1% | 減碼 |
| HarbourVest Partners LLC | 14,572 | $89.1 萬 | 0.41% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 14,315 | $87.5 萬 | 0.02% | 00.0% | 不變 |
| Seaport Global Advisors, LLC | 14,262 | $87.2 萬 | 1.77% | −4,870−25.5% | 減碼 |
| Virtu Financial LLC | 14,086 | $86.1 萬 | 0.07% | −17,123−54.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,801 | $84.4 萬 | 0.02% | +4,970+56.3% | 加碼 |
| JustInvest LLC | 13,753 | $84.1 萬 | 0.02% | −1,262−8.4% | 減碼 |
| Degroof Petercam Asset Management | 13,690 | $83.7 萬 | 0.01% | 00.0% | 不變 |
| Federated Hermes, Inc. | 13,643 | $83.4 萬 | 0.00% | +13,643 | 新進 |
| Avantax Advisory Services, Inc. | 13,550 | $82.9 萬 | 0.01% | +5,063+59.7% | 加碼 |
| Prudential PLC | 13,534 | $82.8 萬 | 0.01% | +5,561+69.7% | 加碼 |
| Versor Investments LP | 13,500 | $82.6 萬 | 0.17% | −6,093−31.1% | 減碼 |
| SpiderRock Advisors, LLC | 13,550 | $82.3 萬 | 0.03% | +13,550 | 新進 |
| Macquarie Group Ltd | 13,407 | $82.0 萬 | 0.00% | −25,818−65.8% | 減碼 |
| Centaurus Financial, Inc. | 13,361 | $81.7 萬 | 0.06% | −11−0.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 13,243 | $81.0 萬 | 0.04% | +47+0.4% | 加碼 |
| Walleye Capital LLC | 12,949 | $79.2 萬 | 0.01% | −41,021−76.0% | 減碼 |
| Truist Financial Corp | 12,925 | $79.0 萬 | 0.00% | +2,575+24.9% | 加碼 |
| Marex Group plc | 12,889 | $78.8 萬 | 0.03% | +2,648+25.9% | 加碼 |
| Leelyn Smith, LLC | 12,660 | $77.4 萬 | 0.15% | +510+4.2% | 加碼 |
| Hussman Strategic Advisors, Inc. | 12,600 | $77.0 萬 | 0.18% | +12,600 | 新進 |
| Maryland State Retirement & Pension System | 12,921 | $76.4 萬 | 0.02% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 12,493 | $76.4 萬 | 0.04% | +12,493 | 新進 |
| Shariaportfolio, Inc. | 12,387 | $75.7 萬 | 0.44% | +12,387 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 12,232 | $74.8 萬 | 0.01% | −1,459−10.7% | 減碼 |
| Wellington Management Group LLP | 12,151 | $74.3 萬 | 0.00% | +881+7.8% | 加碼 |
| Eagle Strategies LLC | 11,980 | $73.3 萬 | 0.16% | +11,980 | 新進 |
| Relative Value Partners Group, LLC | 10,213 | $71.8 萬 | 0.04% | +41+0.4% | 加碼 |
| Intech Investment Management LLC | 11,570 | $70.8 萬 | 0.01% | +1,952+20.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,211 | $68.6 萬 | 0.02% | +1,208+12.1% | 加碼 |
| Wealthfront Advisers LLC | 11,132 | $68.1 萬 | 0.00% | −11,169−50.1% | 減碼 |
| Nordea Investment Management AB | 11,100 | $67.9 萬 | 0.00% | 00.0% | 不變 |