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、7 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 2 季 13F 持有人
Twilio Inc 在 2024/6/30 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
- 605
- 較 2024 年第 1 季 −15 家
- 持有股數
- 1.29 億
- 較 2024 年第 1 季 −761.3 萬 (−5.6%)
- 總市值
- $73.2 億
- 較 2024 年第 1 季 −$10.3 億 (−12.3%)
- 新進機構
- 80
- 另有 212 家加碼
- 清倉機構
- 95
- 另有 215 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,620,028 | $9.44 億 | 0.02% | −1,330,336−7.4% | 減碼 |
| BlackRock Inc. | 11,076,110 | $6.29 億 | 0.01% | +383,304+3.6% | 加碼 |
| FMR LLC | 9,129,052 | $5.19 億 | 0.03% | +941,857+11.5% | 加碼 |
| Generation Investment Management LLP | 5,959,378 | $3.39 億 | 1.63% | −1,944,796−24.6% | 減碼 |
| Millennium Management LLC | 5,579,026 | $3.17 億 | 0.26% | +2,417,726+76.5% | 加碼 |
| Kodai Capital Management LP | 4,546,105 | $2.58 億 | 4.92% | +2,696,592+145.8% | 加碼 |
| Voya Investment Management LLC | 4,119,275 | $2.34 億 | 0.23% | −1,771,024−30.1% | 減碼 |
| State Street Corp | 3,930,434 | $2.23 億 | 0.01% | +44,214+1.1% | 加碼 |
| Pictet Asset Management Holding SA | 3,369,817 | $1.91 億 | 0.22% | +2,882+0.1% | 加碼 |
| Sachem Head Capital Management LP | 3,295,000 | $1.87 億 | 9.31% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 3,157,719 | $1.79 億 | 1.04% | −635,926−16.8% | 減碼 |
| Geode Capital Management, LLC | 2,690,582 | $1.53 億 | 0.01% | −22,538−0.8% | 減碼 |
| Norges Bank | 2,460,561 | $1.40 億 | 0.02% | −293,272−10.6% | 減碼 |
| Pacer Advisors, Inc. | 2,297,328 | $1.31 億 | 0.30% | +2,297,328 | 新進 |
| Dimensional Fund Advisors LP | 2,260,155 | $1.28 億 | 0.03% | +224,040+11.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,915,844 | $1.09 億 | 0.15% | +1,403,235+273.7% | 加碼 |
| Amazon.com, Inc. | 1,768,346 | $1.00 億 | 3.98% | 00.0% | 不變 |
| Morgan Stanley | 1,703,148 | $9,676 萬 | 0.01% | −126,649−6.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,334,500 | $7,581 萬 | 0.25% | +311,481+30.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,292,857 | $7,345 萬 | 0.01% | −8,046−0.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,291,955 | $7,340 萬 | 0.02% | +214,351+19.9% | 加碼 |
| Bank of New York Mellon Corp | 1,131,265 | $6,427 萬 | 0.01% | −2,187,475−65.9% | 減碼 |
| AQR Capital Management LLC | 1,142,967 | $6,391 萬 | 0.10% | +1,006,391+736.9% | 加碼 |
| Northern Trust Corp | 1,120,055 | $6,363 萬 | 0.01% | +116,658+11.6% | 加碼 |
| Empower Advisory Group, LLC | 1,102,681 | $6,264 萬 | 0.23% | +27,619+2.6% | 加碼 |
| First Trust Advisors LP | 1,097,751 | $6,236 萬 | 0.06% | −339,946−23.6% | 減碼 |
| Southpoint Capital Advisors LP | 1,000,000 | $5,681 萬 | 1.41% | −1,500,000−60.0% | 減碼 |
| Bank of America Corp | 971,816 | $5,521 萬 | 0.01% | +356,293+57.9% | 加碼 |
| Voloridge Investment Management, LLC | 888,246 | $5,046 萬 | 0.19% | +317,040+55.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 862,860 | $4,902 萬 | 0.20% | +265,918+44.5% | 加碼 |
| Legal & General Group Plc | 843,386 | $4,791 萬 | 0.01% | −59,607−6.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 761,556 | $4,326 萬 | 0.82% | −37,433−4.7% | 減碼 |
| No Street GP LP | 730,000 | $4,147 萬 | 3.50% | +50,000+7.4% | 加碼 |
| Panagora Asset Management Inc | 716,551 | $4,071 萬 | 0.20% | +531,075+286.3% | 加碼 |
| Goldentree Asset Management LP | 703,457 | $3,996 萬 | 3.32% | +184,323+35.5% | 加碼 |
| Glenmede Trust Co NA | 654,419 | $3,718 萬 | 0.19% | −11,333−1.7% | 減碼 |
| Deutsche Bank AG | 642,887 | $3,652 萬 | 0.02% | +143,454+28.7% | 加碼 |
| Anson Funds Management LP | 637,683 | $3,623 萬 | 5.48% | +105,000+19.7% | 加碼 |
| American Century Companies Inc | 564,561 | $3,207 萬 | 0.02% | +599+0.1% | 加碼 |
| Citadel Advisors LLC | 560,208 | $3,183 萬 | 0.03% | −2,057,134−78.6% | 減碼 |
| Swiss National Bank | 512,000 | $2,909 萬 | 0.02% | −3,100−0.6% | 減碼 |
| Nuveen Asset Management, LLC | 477,239 | $2,711 萬 | 0.01% | −101,609−17.6% | 減碼 |
| HSBC Holdings PLC | 445,640 | $2,522 萬 | 0.02% | +11,012+2.5% | 加碼 |
| Goldman Sachs Group Inc | 439,909 | $2,499 萬 | 0.00% | +88,670+25.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 423,949 | $2,408 萬 | 0.06% | +423,949 | 新進 |
| Man Group plc | 397,494 | $2,258 萬 | 0.06% | +214,115+116.8% | 加碼 |
| Susquehanna International Group, LLP | 389,576 | $2,213 萬 | 0.04% | +349,142+863.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 372,524 | $2,116 萬 | 0.02% | −2,405,504−86.6% | 減碼 |
| Cooper Creek Partners Management LLC | 371,516 | $2,111 萬 | 0.77% | +97,182+35.4% | 加碼 |
| Delta Global Management LP | 371,514 | $2,111 萬 | 1.40% | −214,978−36.7% | 減碼 |
| Korea Investment CORP | 367,208 | $2,086 萬 | 0.05% | +154,402+72.6% | 加碼 |
| Intrinsic Edge Capital Management LLC | 363,814 | $2,067 萬 | 2.00% | +363,814 | 新進 |
| JPMorgan Chase & Co | 332,752 | $1,890 萬 | 0.00% | −168,799−33.7% | 減碼 |
| Amundi | 333,425 | $1,882 萬 | 0.01% | −9,542−2.8% | 減碼 |
| UBS Group AG | 317,929 | $1,806 萬 | 0.01% | +53,610+20.3% | 加碼 |
| Invesco Ltd. | 305,179 | $1,734 萬 | 0.00% | +83,292+37.5% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 301,184 | $1,711 萬 | 8.15% | −60,700−16.8% | 減碼 |
| California Public Employees Retirement System | 292,181 | $1,660 萬 | 0.01% | +3,990+1.4% | 加碼 |
| Aviva PLC | 273,836 | $1,556 萬 | 0.04% | +33,868+14.1% | 加碼 |
| California State Teachers Retirement System | 273,590 | $1,554 萬 | 0.02% | +17,981+7.0% | 加碼 |
| Frontier Capital Management Co LLC | 270,286 | $1,535 萬 | 0.15% | −21,825−7.5% | 減碼 |
| Standard Life Aberdeen plc | 261,544 | $1,486 萬 | 0.03% | −10,346−3.8% | 減碼 |
| Jane Street Group, LLC | 259,855 | $1,476 萬 | 0.02% | −1,293,955−83.3% | 減碼 |
| RJA Asset Management LLC | 256,182 | $1,455 萬 | 4.12% | +66,500+35.1% | 加碼 |
| Royal Bank of Canada | 251,551 | $1,429 萬 | 0.00% | +161,535+179.5% | 加碼 |
| Ensign Peak Advisors, Inc | 247,533 | $1,406 萬 | 0.03% | −85,503−25.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 244,020 | $1,386 萬 | 0.03% | +136,769+127.5% | 加碼 |
| Ameriprise Financial Inc | 241,887 | $1,374 萬 | 0.00% | −742−0.3% | 減碼 |
| Simplex Trading, LLC | 241,571 | $1,372 萬 | 0.44% | +160,657+198.6% | 加碼 |
| Toronado Partners, LLC | 226,720 | $1,288 萬 | 8.25% | −80,604−26.2% | 減碼 |
| King Luther Capital Management Corp | 222,003 | $1,261 萬 | 0.06% | −2,102−0.9% | 減碼 |
| Bares Capital Management, Inc. | 216,135 | $1,228 萬 | 0.59% | −42,595−16.5% | 減碼 |
| PEAK6 Investments LLC | 210,558 | $1,196 萬 | 0.56% | +148,615+239.9% | 加碼 |
| Rhumbline Advisers | 202,803 | $1,152 萬 | 0.01% | −2,717−1.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 199,980 | $1,136 萬 | 0.02% | −10,906−5.2% | 減碼 |
| Railway Pension Investments Ltd | 199,727 | $1,135 萬 | 0.14% | 00.0% | 不變 |
| Twinbeech Capital LP | 198,257 | $1,126 萬 | 0.22% | +198,257 | 新進 |
| Canada Pension Plan Investment Board | 194,002 | $1,102 萬 | 0.01% | +101,200+109.0% | 加碼 |
| Capital Fund Management S.A. | 186,283 | $1,058 萬 | 0.12% | +132,314+245.2% | 加碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,051 萬 | 0.82% | 00.0% | 不變 |
| Prudential Financial Inc | 171,363 | $973.5 萬 | 0.01% | +162,838+1,910.1% | 加碼 |
| Great West Life Assurance Co | 167,171 | $949.7 萬 | 0.02% | −8,968−5.1% | 減碼 |
| APG Asset Management N.V. | 173,842 | $921.5 萬 | 0.02% | +3,986+2.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 162,198 | $921.4 萬 | 0.06% | +120,595+289.9% | 加碼 |
| Bank of Montreal | 156,395 | $888.6 萬 | 0.00% | −259,946−62.4% | 減碼 |
| Bridgewater Associates, LP | 150,555 | $855.3 萬 | 0.04% | +150,555 | 新進 |
| Cubist Systematic Strategies, LLC | 150,309 | $853.9 萬 | 0.15% | +26,548+21.5% | 加碼 |
| Walleye Trading LLC | 141,975 | $806.6 萬 | 0.16% | +115,439+435.0% | 加碼 |
| State of Wisconsin Investment Board | 141,705 | $805.0 萬 | 0.02% | +23,173+19.5% | 加碼 |
| 13D Management LLC | 138,659 | $787.7 萬 | 5.75% | +138,659 | 新進 |
| Walleye Capital LLC | 129,574 | $736.1 萬 | 0.08% | +116,625+900.6% | 加碼 |
| Price T Rowe Associates Inc | 127,940 | $726.9 萬 | 0.00% | +4,837+3.9% | 加碼 |
| Citigroup Inc | 126,236 | $717.1 萬 | 0.01% | −189,972−60.1% | 減碼 |
| Alliancebernstein L.P. | 122,396 | $695.3 萬 | 0.00% | −20,409−14.3% | 減碼 |
| Barclays PLC | 121,733 | $691.6 萬 | 0.00% | −139,180−53.3% | 減碼 |
| Pearl River Capital, LLC | 119,328 | $677.9 萬 | 1.08% | +37,852+46.5% | 加碼 |
| New York State Common Retirement Fund | 117,128 | $665.4 萬 | 0.01% | −517,273−81.5% | 減碼 |
| Axiom Advisory, LLC | 108,567 | $642.2 萬 | 0.07% | +108,567 | 新進 |
| BNP Paribas Arbitrage, SA | 112,591 | $639.6 萬 | 0.01% | −39,974−26.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 110,200 | $626.0 萬 | 0.01% | +971+0.9% | 加碼 |