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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 27,431 | $155.8 萬 | 0.00% | +4,753+21.0% | 加碼 |
| J. Safra Sarasin Holding AG | 27,677 | $157.2 萬 | 0.03% | +27,677 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 27,802 | $157.9 萬 | 0.01% | −4,200−13.1% | 減碼 |
| Creative Planning | 28,129 | $159.8 萬 | 0.00% | −1,870−6.2% | 減碼 |
| Sherbrooke Park Advisers LLC | 28,792 | $163.6 萬 | 0.29% | −1,406−4.7% | 減碼 |
| Utah Retirement Systems | 28,819 | $163.7 萬 | 0.02% | −400−1.4% | 減碼 |
| Holocene Advisors, LP | 29,083 | $165.2 萬 | 0.01% | −15,650−35.0% | 減碼 |
| DnB Asset Management AS | 29,607 | $168.2 萬 | 0.01% | +4,758+19.1% | 加碼 |
| Group One Trading, L.P. | 29,852 | $169.6 萬 | 0.05% | +2,503+9.2% | 加碼 |
| Palogic Value Management, L.P. | 30,000 | $170.4 萬 | 0.72% | 00.0% | 不變 |
| Parallel Advisors, LLC | 31,512 | $179.0 萬 | 0.05% | −1,763−5.3% | 減碼 |
| Gateway Investment Advisers LLC | 31,729 | $180.3 萬 | 0.02% | +31,729 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 32,204 | $182.8 萬 | 0.01% | 00.0% | 不變 |
| Forsta Ap-Fonden | 32,300 | $183.5 萬 | 0.02% | −4,800−12.9% | 減碼 |
| Vontobel Holding Ltd. | 32,897 | $186.9 萬 | 0.01% | −21,803−39.9% | 減碼 |
| British Columbia Investment Management Corp | 33,144 | $188.3 萬 | 0.01% | +12,761+62.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 33,732 | $191.6 萬 | 0.02% | +33,732 | 新進 |
| Centiva Capital, LP | 33,939 | $192.8 萬 | 0.09% | +16,393+93.4% | 加碼 |
| Macquarie Group Ltd | 34,050 | $193.4 萬 | 0.00% | +20,643+154.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 34,189 | $194.2 萬 | 0.00% | +768+2.3% | 加碼 |
| Vinva Investment Management Ltd | 34,768 | $194.7 萬 | 0.10% | +611+1.8% | 加碼 |
| Concentric Capital Strategies, LP | 34,593 | $196.5 萬 | 0.12% | +34,593 | 新進 |
| Farmers Trust Co | 36,142 | $205.3 萬 | 0.42% | +36,142 | 新進 |
| Royal Fund Management, LLC | 36,208 | $205.7 萬 | 0.28% | −1,400−3.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 37,940 | $215.5 萬 | 0.01% | +2,886+8.2% | 加碼 |
| Private Advisor Group, LLC | 38,105 | $216.5 萬 | 0.01% | +3,040+8.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 38,277 | $217.5 萬 | 0.18% | +29,424+332.4% | 加碼 |
| Verition Fund Management LLC | 38,410 | $218.2 萬 | 0.02% | −20,515−34.8% | 減碼 |
| Omers Administration Corp | 38,659 | $219.6 萬 | 0.02% | +38,659 | 新進 |
| CIBC World Markets Inc. | 39,635 | $225.2 萬 | 0.01% | −3,400−7.9% | 減碼 |
| EULAV Asset Management | 40,000 | $227.2 萬 | 0.06% | −84,000−67.7% | 減碼 |
| IFM Investors Pty Ltd | 40,029 | $227.4 萬 | 0.02% | −1,155−2.8% | 減碼 |
| IMC-Chicago, LLC | 40,328 | $229.1 萬 | 0.07% | −10,324−20.4% | 減碼 |
| Handelsbanken Fonder AB | 40,800 | $231.8 萬 | 0.01% | +23,582+137.0% | 加碼 |
| Mariner, LLC | 40,972 | $232.8 萬 | 0.00% | −17,427−29.8% | 減碼 |
| Leonteq Securities AG | 41,179 | $233.9 萬 | 0.33% | −2,656−6.1% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 41,492 | $235.7 萬 | 0.03% | +41,492 | 新進 |
| GM Advisory Group, Inc. | 42,121 | $239.3 萬 | 0.15% | +2,365+5.9% | 加碼 |
| Forte Capital LLC | 42,615 | $242.1 萬 | 0.29% | −120.0% | 減碼 |
| Acadian Asset Management LLC | 43,554 | $247.0 萬 | 0.01% | +36,783+543.2% | 加碼 |
| Neo Ivy Capital Management | 44,712 | $254.0 萬 | 0.50% | +44,712 | 新進 |
| Quantbot Technologies LP | 44,912 | $255.1 萬 | 0.12% | +22,450+99.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,277 | $255.2 萬 | 0.03% | −797−1.7% | 減碼 |
| Horrell Capital Management, Inc. | 45,000 | $255.6 萬 | 0.74% | +15,000+50.0% | 加碼 |
| Circumference Group LLC | 45,000 | $255.6 萬 | 2.73% | +15,000+50.0% | 加碼 |
| Nomura Asset Management Co Ltd | 45,022 | $255.8 萬 | 0.01% | +327+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 45,407 | $258.0 萬 | 0.00% | −4,227−8.5% | 減碼 |
| USS Investment Management Ltd | 45,838 | $260.4 萬 | 0.02% | +2,398+5.5% | 加碼 |
| Cerity Partners LLC | 46,208 | $262.5 萬 | 0.01% | +24,519+113.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 47,162 | $267.9 萬 | 0.01% | −7,682−14.0% | 減碼 |
| Marshall Wace, LLP | 47,214 | $268.2 萬 | 0.00% | −859,053−94.8% | 減碼 |
| Storebrand Asset Management AS | 47,431 | $269.5 萬 | 0.01% | +13,237+38.7% | 加碼 |
| Arizona State Retirement System | 47,511 | $269.9 萬 | 0.02% | +205+0.4% | 加碼 |
| Calamos Advisors LLC | 47,527 | $270.0 萬 | 0.01% | +27,000+131.5% | 加碼 |
| Clayton Partners LLC | 49,021 | $278.5 萬 | 2.24% | −597−1.2% | 減碼 |
| HighTower Advisors, LLC | 49,393 | $279.9 萬 | 0.00% | −16,503−25.0% | 減碼 |
| Natixis | 49,352 | $280.4 萬 | 0.02% | +8,807+21.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $284.1 萬 | 0.30% | +30,000+150.0% | 加碼 |
| Boothbay Fund Management, LLC | 50,247 | $285.5 萬 | 0.09% | +9,048+22.0% | 加碼 |
| Two Sigma Advisers, LP | 51,000 | $289.7 萬 | 0.01% | −5,600−9.9% | 減碼 |
| Illinois Municipal Retirement Fund | 51,687 | $293.6 萬 | 0.04% | +43,392+523.1% | 加碼 |
| Cetera Investment Advisers | 52,588 | $298.8 萬 | 0.01% | −3,290−5.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 54,724 | $310.3 萬 | 0.02% | −3,248−5.6% | 減碼 |
| Danske Bank A/S | 56,746 | $322.4 萬 | 0.01% | −144,388−71.8% | 減碼 |
| Legion Partners Asset Management, LLC | 57,750 | $328.1 萬 | 1.22% | −543,300−90.4% | 減碼 |
| Colony Group, LLC | 58,435 | $332.0 萬 | 0.01% | +58,435 | 新進 |
| Royal London Asset Management Ltd | 60,074 | $341.3 萬 | 0.01% | +220+0.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,602 | $344.3 萬 | 0.01% | +887+1.5% | 加碼 |
| Formula Growth Ltd | 60,688 | $344.8 萬 | 1.25% | +10,000+19.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 61,596 | $349.9 萬 | 0.00% | +61,596 | 新進 |
| Asset Management One Co.,Ltd. | 62,775 | $356.6 萬 | 0.01% | −3,020−4.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 63,504 | $360.8 萬 | 0.02% | −36,318−36.4% | 減碼 |
| Murchinson Ltd. | 65,000 | $369.3 萬 | 0.79% | +15,000+30.0% | 加碼 |
| 180 Wealth Advisors, LLC | 66,334 | $378.2 萬 | 0.62% | +12,701+23.7% | 加碼 |
| Public Employees Retirement System of Ohio | 67,130 | $381.4 萬 | 0.01% | +1,690+2.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 67,800 | $385.2 萬 | 0.03% | −1,700−2.4% | 減碼 |
| Selective Wealth Management, Inc. | 68,458 | $386.0 萬 | 1.70% | −4,184−5.8% | 減碼 |
| Wolverine Trading, LLC | 68,135 | $387.1 萬 | 0.06% | −6,691−8.9% | 減碼 |
| Swiss Life Asset Management Ltd | 69,382 | $394.2 萬 | 0.05% | +69,382 | 新進 |
| Lecap Asset Management Ltd | 69,702 | $396.0 萬 | 0.86% | +10,774+18.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 71,134 | $404.1 萬 | 0.09% | +31,227+78.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 71,563 | $406.5 萬 | 0.01% | +71,563 | 新進 |
| Bank of Nova Scotia | 72,426 | $411.5 萬 | 0.01% | +68,028+1,546.8% | 加碼 |
| Engineers Gate Manager LP | 73,289 | $416.4 萬 | 0.09% | +55,739+317.6% | 加碼 |
| Level Four Advisory Services, LLC | 74,566 | $423.6 萬 | 0.19% | +5,372+7.8% | 加碼 |
| GTS Securities LLC | 75,741 | $430.3 萬 | 0.09% | −6,312−7.7% | 減碼 |
| B. Riley Asset Management, LLC | 75,989 | $431.7 萬 | 2.17% | 00.0% | 不變 |
| Ieq Capital, LLC | 76,643 | $435.4 萬 | 0.06% | +19,525+34.2% | 加碼 |
| Russell Investments Group, Ltd. | 80,960 | $459.3 萬 | 0.01% | +14,557+21.9% | 加碼 |
| Nishkama Capital, LLC | 81,039 | $460.4 萬 | 0.69% | +81,039 | 新進 |
| Wells Fargo & Company | 90,748 | $515.5 萬 | 0.00% | −69,427−43.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 93,269 | $518.7 萬 | 0.04% | +36,435+64.1% | 加碼 |
| Treasurer of the State of North Carolina | 92,700 | $526.6 萬 | 0.02% | +14,926+19.2% | 加碼 |
| Motley Fool Wealth Management, LLC | 95,791 | $542.9 萬 | 0.28% | −3,332−3.4% | 減碼 |
| LPL Financial LLC | 96,665 | $549.2 萬 | 0.00% | −39,970−29.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 96,104 | $551.6 萬 | 0.01% | −31,263−24.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 97,400 | $553.3 萬 | 0.02% | −4,000−3.9% | 減碼 |
| Woodline Partners LP | 99,120 | $563.1 萬 | 0.05% | +99,120 | 新進 |
| Blair William & Co | 99,144 | $563.2 萬 | 0.02% | +1,251+1.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 99,949 | $567.8 萬 | 0.14% | +99,949 | 新進 |