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 4 季 13F 持有人
Twilio Inc 在 2024/12/31 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
- 748
- 較 2024 年第 3 季 +151 家
- 持有股數
- 1.19 億
- 較 2024 年第 3 季 +104.6 萬 (+0.9%)
- 總市值
- $128.8 億
- 較 2024 年第 3 季 +$51.8 億 (+67.2%)
- 新進機構
- 209
- 另有 207 家加碼
- 清倉機構
- 58
- 另有 236 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,207,678 | $16.4 億 | 0.03% | −879,351−5.5% | 減碼 |
| BlackRock, Inc. | 10,093,188 | $10.9 億 | 0.02% | −743,202−6.9% | 減碼 |
| FMR LLC | 4,121,189 | $4.45 億 | 0.03% | −5,085,299−55.2% | 減碼 |
| State Street Corp | 3,900,386 | $4.22 億 | 0.02% | −39,261−1.0% | 減碼 |
| Sachem Head Capital Management LP | 3,295,000 | $3.56 億 | 19.62% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 3,262,765 | $3.53 億 | 0.28% | +2,864,235+718.7% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,787,363 | $3.01 億 | 4.30% | +2,787,363 | 新進 |
| Morgan Stanley | 2,760,786 | $2.98 億 | 0.02% | +855,567+44.9% | 加碼 |
| Geode Capital Management, LLC | 2,472,029 | $2.68 億 | 0.02% | −252,377−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,201,033 | $2.38 億 | 0.06% | −178,431−7.5% | 減碼 |
| Norges Bank | 2,055,389 | $2.22 億 | 0.03% | −372,299−15.3% | 減碼 |
| Generation Investment Management LLP | 1,813,499 | $1.96 億 | 1.02% | −2,625,369−59.1% | 減碼 |
| Point72 Asset Management, L.P. | 1,801,706 | $1.95 億 | 0.53% | +18,912+1.1% | 加碼 |
| Pictet Asset Management Holding SA | 1,784,716 | $1.93 億 | 0.21% | −563,674−24.0% | 減碼 |
| Amazon.com, Inc. | 1,768,346 | $1.91 億 | 7.08% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,678,329 | $1.81 億 | 0.01% | +1,315,470+362.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,602,428 | $1.73 億 | 0.04% | +331,202+26.1% | 加碼 |
| Alyeska Investment Group, L.P. | 1,518,783 | $1.64 億 | 0.62% | −650,031−30.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,481,866 | $1.60 億 | 0.18% | −341,617−18.7% | 減碼 |
| Millennium Management LLC | 1,303,246 | $1.41 億 | 0.12% | −1,682,602−56.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,229,377 | $1.33 億 | 0.02% | −21,384−1.7% | 減碼 |
| Two Sigma Investments, LP | 1,129,725 | $1.22 億 | 0.28% | +1,048,619+1,292.9% | 加碼 |
| Northern Trust Corp | 1,108,945 | $1.20 億 | 0.02% | +96,010+9.5% | 加碼 |
| First Trust Advisors LP | 1,043,277 | $1.13 億 | 0.10% | −63,277−5.7% | 減碼 |
| Whale Rock Capital Management LLC | 1,029,907 | $1.11 億 | 1.32% | +1,029,907 | 新進 |
| Bank of New York Mellon Corp | 1,009,028 | $1.09 億 | 0.02% | +99,786+11.0% | 加碼 |
| Deutsche Bank AG | 954,136 | $1.03 億 | 0.04% | +170,936+21.8% | 加碼 |
| Two Sigma Advisers, LP | 935,697 | $1.01 億 | 0.23% | +816,197+683.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 857,523 | $9,268 萬 | 0.18% | −17,124−2.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 838,385 | $9,061 萬 | 0.29% | +838,385 | 新進 |
| Frontier Capital Management Co LLC | 819,896 | $8,861 萬 | 0.84% | +393,348+92.2% | 加碼 |
| No Street GP LP | 816,386 | $8,823 萬 | 5.96% | 00.0% | 不變 |
| Jane Street Group, LLC | 788,336 | $8,520 萬 | 0.14% | +773,781+5,316.3% | 加碼 |
| Legal & General Group Plc | 778,060 | $8,409 萬 | 0.02% | −76,004−8.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 723,896 | $7,824 萬 | 0.28% | −143,025−16.5% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 723,340 | $7,818 萬 | 1.41% | −43,435−5.7% | 減碼 |
| Westfield Capital Management Co LP | 721,627 | $7,799 萬 | 0.34% | +721,627 | 新進 |
| Acadian Asset Management LLC | 702,621 | $7,592 萬 | 0.22% | +244,127+53.2% | 加碼 |
| UBS Group AG | 671,830 | $7,261 萬 | 0.02% | +369,999+122.6% | 加碼 |
| Qube Research & Technologies Ltd | 669,841 | $7,240 萬 | 0.12% | +597,517+826.2% | 加碼 |
| Man Group plc | 654,415 | $7,073 萬 | 0.22% | −180,956−21.7% | 減碼 |
| AQR Capital Management LLC | 644,393 | $6,965 萬 | 0.09% | −168,220−20.7% | 減碼 |
| Glenmede Trust Co NA | 639,221 | $6,909 萬 | 0.35% | −30,717−4.6% | 減碼 |
| Anson Funds Management LP | 637,683 | $6,892 萬 | 8.58% | 00.0% | 不變 |
| HRT Financial LP | 606,554 | $6,556 萬 | 0.34% | +479,613+377.8% | 加碼 |
| Capital World Investors | 583,373 | $6,305 萬 | 0.01% | +4,491+0.8% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 582,915 | $6,300 萬 | 1.14% | +582,915 | 新進 |
| Renaissance Technologies LLC | 582,895 | $6,300 萬 | 0.09% | +582,895 | 新進 |
| Polar Capital Holdings Plc | 563,929 | $6,095 萬 | 0.34% | +563,929 | 新進 |
| Ieq Capital, LLC | 562,923 | $6,084 萬 | 0.59% | −644−0.1% | 減碼 |
| Capital Fund Management S.A. | 559,459 | $6,047 萬 | 0.60% | +368,144+192.4% | 加碼 |
| Amundi | 517,052 | $5,742 萬 | 0.02% | +179,899+53.4% | 加碼 |
| Schroder Investment Management Group | 521,882 | $5,669 萬 | 0.05% | +509,153+3,999.9% | 加碼 |
| Citadel Advisors LLC | 523,644 | $5,660 萬 | 0.05% | +439,155+519.8% | 加碼 |
| Panagora Asset Management Inc | 512,680 | $5,541 萬 | 0.26% | −126,226−19.8% | 減碼 |
| Marshall Wace, LLP | 510,778 | $5,520 萬 | 0.07% | +393,892+337.0% | 加碼 |
| Invesco Ltd. | 501,326 | $5,418 萬 | 0.01% | +139,384+38.5% | 加碼 |
| Balyasny Asset Management LLC | 459,778 | $4,969 萬 | 0.12% | +135,615+41.8% | 加碼 |
| Los Angeles Capital Management LLC | 454,435 | $4,912 萬 | 0.20% | +421,199+1,267.3% | 加碼 |
| Freestone Grove Partners LP | 440,469 | $4,761 萬 | 0.58% | +440,469 | 新進 |
| Nuveen Asset Management, LLC | 435,003 | $4,702 萬 | 0.01% | −61,689−12.4% | 減碼 |
| Swiss National Bank | 431,000 | $4,658 萬 | 0.03% | −51,600−10.7% | 減碼 |
| Voloridge Investment Management, LLC | 422,147 | $4,563 萬 | 0.16% | −124,548−22.8% | 減碼 |
| Wells Fargo & Company | 399,745 | $4,320 萬 | 0.01% | +39,863+11.1% | 加碼 |
| Susquehanna International Group, LLP | 395,159 | $4,271 萬 | 0.06% | +306,862+347.5% | 加碼 |
| Oribel Capital Management, LP | 375,600 | $4,059 萬 | 2.76% | +375,600 | 新進 |
| Allspring Global Investments Holdings, LLC | 370,230 | $4,034 萬 | 0.06% | −29,432−7.4% | 減碼 |
| Goldman Sachs Group Inc | 365,845 | $3,954 萬 | 0.01% | −64,813−15.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 347,161 | $3,752 萬 | 0.03% | −28,601−7.6% | 減碼 |
| LMR Partners LLP | 346,082 | $3,740 萬 | 0.65% | −178,918−34.1% | 減碼 |
| Ensign Peak Advisors, Inc | 324,710 | $3,509 萬 | 0.06% | +89,512+38.1% | 加碼 |
| Macquarie Group Ltd | 319,150 | $3,449 萬 | 0.04% | +77,688+32.2% | 加碼 |
| Delta Global Management LP | 314,984 | $3,404 萬 | 2.82% | −373,584−54.3% | 減碼 |
| Ameriprise Financial Inc | 310,596 | $3,357 萬 | 0.01% | +99,236+47.0% | 加碼 |
| Cooper Creek Partners Management LLC | 295,612 | $3,195 萬 | 0.99% | −164,367−35.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 288,190 | $3,115 萬 | 0.02% | +151,131+110.3% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 285,793 | $3,089 萬 | 0.49% | +285,793 | 新進 |
| Styrax Capital, LP | 285,137 | $3,082 萬 | 2.61% | +285,137 | 新進 |
| KBC Group NV | 281,174 | $3,039 萬 | 0.08% | +258,469+1,138.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 273,017 | $2,951 萬 | 0.06% | −115,984−29.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 267,758 | $2,894 萬 | 0.19% | +254,278+1,886.3% | 加碼 |
| Kodai Capital Management LP | 266,541 | $2,881 萬 | 1.18% | −1,582,248−85.6% | 減碼 |
| Great West Life Assurance Co | 262,582 | $2,838 萬 | 0.05% | −60,383−18.7% | 減碼 |
| California Public Employees Retirement System | 262,507 | $2,837 萬 | 0.02% | −47,320−15.3% | 減碼 |
| Trexquant Investment LP | 256,640 | $2,774 萬 | 0.32% | +256,640 | 新進 |
| Standard Life Aberdeen plc | 241,710 | $2,625 萬 | 0.05% | −34,361−12.4% | 減碼 |
| California State Teachers Retirement System | 241,744 | $2,613 萬 | 0.03% | −20,405−7.8% | 減碼 |
| Raymond James Financial Inc | 238,509 | $2,578 萬 | 0.01% | +238,509 | 新進 |
| Teacher Retirement System of Texas | 227,542 | $2,459 萬 | 0.09% | +14,109+6.6% | 加碼 |
| Blair William & Co | 224,073 | $2,422 萬 | 0.07% | +142,253+173.9% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $2,159 萬 | 0.29% | 00.0% | 不變 |
| Comerica Bank | 197,733 | $2,137 萬 | 0.09% | +193,213+4,274.6% | 加碼 |
| Russell Investments Group, Ltd. | 192,527 | $2,083 萬 | 0.03% | +64,319+50.2% | 加碼 |
| Barclays PLC | 192,183 | $2,077 萬 | 0.01% | +58,237+43.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 183,204 | $1,980 萬 | 0.33% | +183,204 | 新進 |
| Vinva Investment Management Ltd | 177,055 | $1,959 萬 | 0.76% | +37,126+26.5% | 加碼 |
| Rhumbline Advisers | 181,055 | $1,957 萬 | 0.02% | −17,772−8.9% | 減碼 |
| King Luther Capital Management Corp | 179,917 | $1,945 萬 | 0.08% | −6,881−3.7% | 減碼 |
| RJA Asset Management LLC | 179,282 | $1,938 萬 | 4.65% | −76,900−30.0% | 減碼 |
| Canada Pension Plan Investment Board | 175,502 | $1,897 萬 | 0.02% | −49,100−21.9% | 減碼 |