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 3 季 13F 持有人
Twilio Inc 在 2024/9/30 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
- 609
- 較 2024 年第 2 季 +9 家
- 持有股數
- 1.18 億
- 較 2024 年第 2 季 +66.4 萬 (+0.6%)
- 總市值
- $77.2 億
- 較 2024 年第 2 季 +$10.4 億 (+15.5%)
- 新進機構
- 97
- 另有 186 家加碼
- 清倉機構
- 88
- 另有 216 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,087,029 | $10.5 億 | 0.02% | −532,999−3.2% | 減碼 |
| BlackRock, Inc. | 10,836,390 | $7.07 億 | 0.01% | +10,836,390 | 新進 |
| FMR LLC | 9,206,488 | $6.00 億 | 0.04% | +77,436+0.8% | 加碼 |
| Generation Investment Management LLP | 4,438,868 | $2.90 億 | 1.35% | −1,520,510−25.5% | 減碼 |
| State Street Corp | 3,939,647 | $2.57 億 | 0.01% | +9,213+0.2% | 加碼 |
| Sachem Head Capital Management LP | 3,295,000 | $2.15 億 | 11.27% | 00.0% | 不變 |
| Millennium Management LLC | 2,985,848 | $1.95 億 | 0.17% | −2,593,178−46.5% | 減碼 |
| Pacer Advisors, Inc. | 2,867,623 | $1.87 億 | 0.40% | +570,295+24.8% | 加碼 |
| Geode Capital Management, LLC | 2,724,406 | $1.78 億 | 0.01% | +33,824+1.3% | 加碼 |
| Norges Bank | 2,427,688 | $1.58 億 | 0.02% | −32,873−1.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,379,464 | $1.55 億 | 0.04% | +119,309+5.3% | 加碼 |
| Pictet Asset Management Holding SA | 2,348,390 | $1.53 億 | 0.17% | −1,021,427−30.3% | 減碼 |
| Alyeska Investment Group, L.P. | 2,168,814 | $1.41 億 | 0.72% | −988,905−31.3% | 減碼 |
| Morgan Stanley | 1,905,219 | $1.24 億 | 0.01% | +202,071+11.9% | 加碼 |
| Kodai Capital Management LP | 1,848,789 | $1.21 億 | 2.51% | −2,697,316−59.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,823,483 | $1.19 億 | 0.16% | −92,361−4.8% | 減碼 |
| Point72 Asset Management, L.P. | 1,782,794 | $1.16 億 | 0.41% | +448,294+33.6% | 加碼 |
| Amazon.com, Inc. | 1,768,346 | $1.15 億 | 5.23% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 1,271,226 | $8,291 萬 | 0.02% | −20,729−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 1,250,761 | $8,157 萬 | 0.02% | −42,096−3.3% | 減碼 |
| First Trust Advisors LP | 1,106,554 | $7,217 萬 | 0.07% | +8,803+0.8% | 加碼 |
| Empower Advisory Group, LLC | 1,063,067 | $6,933 萬 | 0.23% | −39,614−3.6% | 減碼 |
| Northern Trust Corp | 1,012,935 | $6,606 萬 | 0.01% | −107,120−9.6% | 減碼 |
| Bank of New York Mellon Corp | 909,242 | $5,930 萬 | 0.01% | −222,023−19.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 874,647 | $5,704 萬 | 0.11% | +630,627+258.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 866,921 | $5,654 萬 | 0.22% | +4,061+0.5% | 加碼 |
| Legal & General Group Plc | 854,064 | $5,570 萬 | 0.01% | +10,678+1.3% | 加碼 |
| Man Group plc | 835,371 | $5,448 萬 | 0.15% | +437,877+110.2% | 加碼 |
| No Street GP LP | 816,386 | $5,324 萬 | 4.11% | +86,386+11.8% | 加碼 |
| AQR Capital Management LLC | 812,613 | $5,300 萬 | 0.07% | −330,354−28.9% | 減碼 |
| Goldentree Asset Management LP | 798,102 | $5,194 萬 | 4.15% | +94,645+13.5% | 加碼 |
| Deutsche Bank AG | 783,200 | $5,108 萬 | 0.02% | +140,313+21.8% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 766,775 | $5,001 萬 | 0.98% | +5,219+0.7% | 加碼 |
| Delta Global Management LP | 688,568 | $4,491 萬 | 3.02% | +317,054+85.3% | 加碼 |
| Glenmede Trust Co NA | 669,938 | $4,369 萬 | 0.21% | +15,519+2.4% | 加碼 |
| Panagora Asset Management Inc | 638,906 | $4,167 萬 | 0.20% | −77,645−10.8% | 減碼 |
| Anson Funds Management LP | 637,683 | $4,159 萬 | 5.97% | 00.0% | 不變 |
| Bank of America Corp | 630,338 | $4,111 萬 | 0.00% | −341,478−35.1% | 減碼 |
| Voya Investment Management LLC | 623,391 | $4,066 萬 | 0.04% | −3,495,884−84.9% | 減碼 |
| Capital World Investors | 578,882 | $3,775 萬 | 0.01% | +578,882 | 新進 |
| Ieq Capital, LLC | 563,567 | $3,676 萬 | 0.45% | +486,924+635.3% | 加碼 |
| Voloridge Investment Management, LLC | 546,695 | $3,566 萬 | 0.13% | −341,551−38.5% | 減碼 |
| LMR Partners LLP | 525,000 | $3,424 萬 | 0.75% | +519,845+10,084.3% | 加碼 |
| Nuveen Asset Management, LLC | 496,692 | $3,239 萬 | 0.01% | +19,453+4.1% | 加碼 |
| Swiss National Bank | 482,600 | $3,148 萬 | 0.02% | −29,400−5.7% | 減碼 |
| HSBC Holdings PLC | 460,488 | $3,004 萬 | 0.02% | +14,848+3.3% | 加碼 |
| Cooper Creek Partners Management LLC | 459,979 | $3,000 萬 | 0.97% | +88,463+23.8% | 加碼 |
| Acadian Asset Management LLC | 458,494 | $2,989 萬 | 0.09% | +414,940+952.7% | 加碼 |
| Goldman Sachs Group Inc | 430,658 | $2,809 萬 | 0.01% | −9,251−2.1% | 減碼 |
| Frontier Capital Management Co LLC | 426,548 | $2,782 萬 | 0.26% | +156,262+57.8% | 加碼 |
| Royal Bank of Canada | 403,382 | $2,631 萬 | 0.01% | +151,831+60.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 399,662 | $2,607 萬 | 0.04% | +398,872+50,490.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 398,530 | $2,599 萬 | 0.02% | +336,934+547.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 389,001 | $2,537 萬 | 0.06% | −34,948−8.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 375,762 | $2,451 萬 | 0.02% | +3,238+0.9% | 加碼 |
| JPMorgan Chase & Co | 362,859 | $2,367 萬 | 0.00% | +30,107+9.0% | 加碼 |
| Invesco Ltd. | 361,942 | $2,361 萬 | 0.00% | +56,763+18.6% | 加碼 |
| Wells Fargo & Company | 359,882 | $2,347 萬 | 0.01% | +269,134+296.6% | 加碼 |
| Amundi | 337,153 | $2,284 萬 | 0.01% | +3,728+1.1% | 加碼 |
| Balyasny Asset Management LLC | 324,163 | $2,114 萬 | 0.05% | +312,556+2,692.8% | 加碼 |
| Great West Life Assurance Co | 322,965 | $2,109 萬 | 0.04% | +155,794+93.2% | 加碼 |
| California Public Employees Retirement System | 309,827 | $2,021 萬 | 0.01% | +17,646+6.0% | 加碼 |
| UBS Group AG | 301,831 | $1,969 萬 | 0.01% | −16,098−5.1% | 減碼 |
| Toronado Partners, LLC | 291,250 | $1,900 萬 | 11.35% | +64,530+28.5% | 加碼 |
| Aviva PLC | 280,174 | $1,827 萬 | 0.05% | +6,338+2.3% | 加碼 |
| Standard Life Aberdeen plc | 276,071 | $1,801 萬 | 0.03% | +14,527+5.6% | 加碼 |
| California State Teachers Retirement System | 262,149 | $1,710 萬 | 0.02% | −11,441−4.2% | 減碼 |
| RJA Asset Management LLC | 256,182 | $1,671 萬 | 4.23% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 251,184 | $1,638 萬 | 6.63% | −50,000−16.6% | 減碼 |
| Macquarie Group Ltd | 241,462 | $1,575 萬 | 0.02% | +207,412+609.1% | 加碼 |
| Ensign Peak Advisors, Inc | 235,198 | $1,534 萬 | 0.03% | −12,335−5.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 233,927 | $1,526 萬 | 0.23% | +83,618+55.6% | 加碼 |
| Canada Pension Plan Investment Board | 224,602 | $1,465 萬 | 0.01% | +30,600+15.8% | 加碼 |
| Franklin Resources Inc | 202,010 | $1,434 萬 | 0.00% | +193,971+2,412.9% | 加碼 |
| Bares Capital Management, Inc. | 214,135 | $1,397 萬 | 1.27% | −2,000−0.9% | 減碼 |
| Teacher Retirement System of Texas | 213,433 | $1,392 萬 | 0.07% | +213,433 | 新進 |
| Ameriprise Financial Inc | 211,360 | $1,379 萬 | 0.00% | −30,527−12.6% | 減碼 |
| Simplex Trading, LLC | 200,078 | $1,305 萬 | 0.44% | −41,493−17.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 200,014 | $1,304 萬 | 0.02% | +340.0% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,303 萬 | 0.16% | 00.0% | 不變 |
| Rhumbline Advisers | 198,827 | $1,297 萬 | 0.01% | −3,976−2.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 197,456 | $1,288 萬 | 0.03% | +87,256+79.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 193,200 | $1,260 萬 | 0.03% | +95,800+98.4% | 加碼 |
| Capital Fund Management S.A. | 191,315 | $1,248 萬 | 0.14% | +5,032+2.7% | 加碼 |
| Korea Investment CORP | 189,820 | $1,238 萬 | 0.03% | −177,388−48.3% | 減碼 |
| King Luther Capital Management Corp | 186,798 | $1,218 萬 | 0.05% | −35,205−15.9% | 減碼 |
| Jupiter Asset Management Ltd | 153,513 | $1,001 萬 | 0.09% | +153,513 | 新進 |
| Prudential Financial Inc | 150,442 | $981.2 萬 | 0.01% | −20,921−12.2% | 減碼 |
| LSV Asset Management | 149,700 | $976.3 萬 | 0.02% | +149,700 | 新進 |
| LPL Financial LLC | 149,374 | $974.2 萬 | 0.00% | +52,709+54.5% | 加碼 |
| Vinva Investment Management Ltd | 139,929 | $921.5 萬 | 0.40% | +105,161+302.5% | 加碼 |
| Boston Partners | 140,819 | $919.0 萬 | 0.01% | +140,819 | 新進 |
| State of Wisconsin Investment Board | 138,251 | $901.7 萬 | 0.02% | −3,454−2.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 137,059 | $893.9 萬 | 0.01% | +24,468+21.7% | 加碼 |
| Alliancebernstein L.P. | 134,953 | $880.2 萬 | 0.00% | +12,557+10.3% | 加碼 |
| Barclays PLC | 133,946 | $873.6 萬 | 0.00% | +12,213+10.0% | 加碼 |
| Price T Rowe Associates Inc | 128,583 | $838.7 萬 | 0.00% | +643+0.5% | 加碼 |
| Russell Investments Group, Ltd. | 128,208 | $835.2 萬 | 0.01% | +47,248+58.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 127,027 | $828.4 萬 | 0.05% | −35,171−21.7% | 減碼 |
| HRT Financial LP | 126,941 | $827.9 萬 | 0.04% | +126,941 | 新進 |