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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、6 筆賣出；2026 年第 2 季末有 969 家機構在 13F 申報持有，市值合計 $284.8 億；沒有大師持有。

2025 年第 1 季與 2024 年第 4 季比較

持有 Twilio Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

TWLO 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數74812775+39
股數1.19 億54.4 萬1.21 億+235.0 萬 (+2.0%)
市值$128.8 億$5,883 萬$118.3 億−$9.89 億 (−7.7%)

12 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（130 家）

2025 年第 1 季季末持有 Twilio Inc、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 130 家。

2025 年第 1 季新進 TWLO 的機構
機構股數市值佔組合 %
Slate Path Capital LP1,106,000$1.08 億1.96%
Maplelane Capital, LLC745,000$7,294 萬6.80%
Nuveen, LLC410,775$4,022 萬0.01%
Duquesne Family Office LLC大師杜肯家族辦公室362,155$3,546 萬1.19%
Interval Partners, LP302,309$2,960 萬1.05%
Blue Grotto Capital, LLC210,000$2,056 萬3.93%
Temasek Holdings (Private) Ltd187,543$1,836 萬0.07%
Gilder Gagnon Howe & Co LLC181,057$1,773 萬0.23%
Atreides Management, LP115,357$1,129 萬0.41%
Virginia Retirement Systems Et Al115,000$1,126 萬0.08%
Honeycomb Asset Management LP95,500$935.0 萬4.46%
Connor, Clark & Lunn Investment Management Ltd.86,147$843.5 萬0.04%
IMC-Chicago, LLC75,091$735.2 萬0.29%
CloudAlpha Capital Management Limited/Hong Kong55,477$543.2 萬0.83%
Andra AP-fonden47,820$468.2 萬0.08%
HAP Trading, LLC46,392$454.2 萬1.62%
Consolidated Planning Corp42,943$420.5 萬0.58%
Leuthold Group, LLC40,159$393.2 萬0.51%
Estate Counselors, LLC37,097$363.2 萬0.38%
First American Trust, FSB31,814$311.5 萬0.29%
Caxton Associates LLP29,367$287.5 萬0.10%
Healthcare of Ontario Pension Plan Trust Fund29,200$285.9 萬0.01%
One68 Global Capital, LLC27,000$264.4 萬1.30%
Condor Capital Management26,683$261.3 萬0.24%
Quantitative Investment Management, LLC26,655$260.9 萬0.24%
Fieldview Capital Management, LLC26,565$260.1 萬0.37%
SummitTX Capital, L.P.25,042$245.2 萬0.11%
Ilmarinen Mutual Pension Insurance Co25,000$244.8 萬0.02%
Agf Management Ltd23,555$230.6 萬0.01%
Campbell & CO Investment Adviser LLC21,999$215.4 萬0.17%
Donoghue Forlines LLC21,899$214.4 萬0.68%
Soltis Investment Advisors LLC21,297$208.5 萬0.19%
Neo Ivy Capital Management20,104$196.8 萬0.63%
OP Asset Management Ltd15,617$152.9 萬0.03%
Bridgeway Capital Management, LLC15,100$147.8 萬0.04%
Wexford Capital LP15,000$146.9 萬0.38%
Machina Capital S.A.S.14,693$143.9 萬0.43%
Kestra Investment Management, LLC13,608$133.2 萬0.04%
New Millennium Group LLC13,206$129.3 萬0.85%
Pitcairn Co12,589$123.3 萬0.07%
Polianta Ltd10,800$105.7 萬0.51%
Hussman Strategic Advisors, Inc.10,500$102.8 萬0.25%
Kentucky Retirement Systems10,442$102.2 萬0.03%
Panoramic Capital, LLC10,000$97.9 萬1.22%
Beaconlight Capital, LLC9,967$97.6 萬0.67%
Axq Capital, LP9,072$88.8 萬0.36%
Dark Forest Capital Management LP8,250$80.8 萬0.04%
Marathon Trading Investment Management LLC7,500$73.4 萬0.39%
ASR Vermogensbeheer N.V.7,310$71.6 萬0.01%
Nkcfo LLC6,000$58.7 萬0.27%
Pinnacle Wealth Management, LLC5,983$58.6 萬0.66%
GWN Securities Inc.4,800$54.4 萬0.03%
Banque Cantonale Vaudoise4,996$48.9 萬0.02%
Marex Group plc4,964$48.6 萬0.01%
Group One Trading, L.P.4,875$47.7 萬0.02%
Chilton Investment Co LLC4,500$44.1 萬0.01%
Kentucky Retirement Systems Insurance Trust Fund4,448$43.6 萬0.03%
DC Investments Management, LLC4,425$43.3 萬0.22%
Prelude Capital Management, LLC4,123$40.4 萬0.04%
Rakuten Investment Management, Inc.4,021$39.8 萬0.00%
Menard Financial Group LLC3,203$32.3 萬0.21%
Ascent Group, LLC3,193$31.3 萬0.01%
Scientech Research LLC3,135$30.7 萬0.08%
Concentric Capital Strategies, LP3,092$30.3 萬0.03%
One Wealth Advisors, LLC3,087$30.2 萬0.05%
Resources Investment Advisors, LLC.3,001$29.4 萬0.00%
Jefferies Financial Group Inc.2,869$28.1 萬0.00%
Gordian Capital Singapore Pte Ltd2,800$27.7 萬0.17%
GTS Securities LLC2,725$26.7 萬0.01%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,670$26.1 萬0.12%
AE Wealth Management LLC2,616$25.6 萬0.00%
Aspiring Ventures, LLC2,410$25.0 萬0.14%
Sig Brokerage, LP2,511$24.6 萬0.07%
Valliance Asset Management Ltd2,500$24.5 萬0.93%
LVW Advisors, LLC2,478$24.3 萬0.03%
Oxinas Partners Wealth Management LLC2,420$23.7 萬0.14%
Cambria Investment Management, L.P.2,372$23.2 萬0.02%
BTG Pactual Asset Management US LLC2,338$22.9 萬0.03%
Wedmont Private Capital2,606$22.6 萬0.01%
Ellevest, Inc.2,295$22.5 萬0.01%
Insigneo Advisory Services, LLC2,283$22.4 萬0.02%
Fred Alger Management, LLC2,217$21.7 萬0.00%
Buckingham Strategic Partners2,133$20.9 萬0.00%
Bay Rivers Group2,126$20.8 萬0.11%
Founders Financial Alliance, LLC2,075$20.3 萬0.05%
Siemens Fonds Invest GmbH1,681$16.5 萬0.01%
Noble Wealth Management PBC1,600$15.7 萬0.11%
Caas Capital Management LP1,150$11.3 萬0.05%
Generali Investments, Management Co LLC662$6.48 萬0.02%
Private Wealth Asset Management, LLC624$6.11 萬0.01%
Ofi Invest Asset Management657$5.96 萬0.00%
Wayfinding Financial, LLC561$5.40 萬0.02%
Greykasell Wealth Strategies, Inc.470$4.60 萬0.02%
N.E.W. Advisory Services LLC426$4.17 萬0.00%
CX Institutional403$3.90 萬0.00%
Umb Bank N A380$3.72 萬0.00%
Cloud Capital Management, LLC348$3.40 萬0.02%
Sofos Investments, Inc.283$2.77 萬0.01%
LRI Investments, LLC254$2.48 萬0.00%
GW&K Investment Management, LLC224$2.20 萬0.00%

清倉機構（91 家）

2024 年第 4 季季末持有 Twilio Inc、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 TWLO 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Generation Investment Management LLP1,813,499$1.96 億
Amazon.com, Inc.1,768,346$1.91 億
Whale Rock Capital Management LLC1,029,907$1.11 億
Maverick Capital Ltd大師Maverick 資本723,340$7,818 萬
Anson Funds Management LP637,683$6,892 萬
Altimeter Capital Management, LP大師Altimeter 資本582,915$6,300 萬
Capital Fund Management S.A.559,459$6,047 萬
Oribel Capital Management, LP375,600$4,059 萬
Bares Capital Management, Inc.159,045$1,719 萬
ExodusPoint Capital Management, LP145,015$1,567 萬
Soviero Asset Management, LP56,000$605.2 萬
Horrell Capital Management, Inc.50,000$540.4 萬
Telemark Asset Management, LLC50,000$540.4 萬
Crestline Management, LP43,299$468.0 萬
Adage Capital Partners GP, L.L.C.35,000$378.3 萬
Proem Advisors LLC30,000$324.2 萬
Monolith Management Ltd27,000$291.8 萬
Nebula Research & Development LLC26,550$287.0 萬
Readystate Asset Management LP22,482$243.0 萬
Winton Group Ltd21,134$228.4 萬
UBS Oconnor LLC20,000$216.2 萬
Aster Capital Management (DIFC) Ltd18,372$198.6 萬
Moore Capital Management, LP18,118$195.8 萬
Jain Global LLC17,970$194.2 萬
Strategic Global Advisors, LLC16,485$178.2 萬
Fox Run Management, L.L.C.13,920$150.4 萬
United Advisor Group, LLC11,066$119.6 萬
Scotia Capital Inc.10,570$114.2 萬
Liontrust Investment Partners LLP10,075$108.9 萬
Napa Wealth Management9,471$102.4 萬
Penserra Capital Management LLC8,911$96.3 萬
Atom Investors LP8,578$92.7 萬
Friedenthal Financial7,813$84.4 萬
American Trust7,811$84.4 萬
Quantessence Capital LLC7,077$76.5 萬
Meeder Asset Management Inc7,072$76.4 萬
Edgestream Partners, L.P.6,062$65.5 萬
Washington Capital Management Inc5,400$58.4 萬
Petrus Trust Company, LTA5,172$55.9 萬
Saranac Partners Ltd5,110$55.2 萬
Bridgefront Capital, LLC4,115$44.5 萬
Two Sigma Securities, LLC3,886$42.0 萬
Woodline Partners LP3,633$39.3 萬
David R. Rahn & Associates Inc.3,472$37.5 萬
VGI Partners Ltd3,397$36.7 萬
Asahi Life Asset Management Co., Ltd.3,370$36.4 萬
Austin Private Wealth, LLC3,290$35.6 萬
Parametrica Management Ltd3,230$34.9 萬
Beacon Pointe Advisors, LLC3,199$34.6 萬
Capstone Investment Advisors, LLC3,046$32.9 萬
Farringdon Capital, Ltd.2,860$30.9 萬
Harbor Capital Advisors, Inc.2,502$27.0 萬
Focus Financial Network, Inc.2,414$26.1 萬
DLK Investment Management, LLC2,350$25.4 萬
Kera Capital Partners, Inc.2,289$24.7 萬
Weiss Asset Management LP2,192$23.7 萬
Sherbrooke Park Advisers LLC2,190$23.7 萬
Oak Thistle LLC2,157$23.3 萬
Yousif Capital Management, LLC2,155$23.3 萬
111 Capital2,151$23.2 萬
Sivia Capital Partners, LLC2,150$23.2 萬
Ariadne Wealth Management, LP1,603$23.2 萬
GK Wealth Management LLC2,141$23.1 萬
Bleakley Financial Group, LLC2,130$23.0 萬
Clarity Capital Partners LLC2,109$22.8 萬
Atria Wealth Solutions, Inc.2,059$22.3 萬
Independent Financial Group, LLC2,052$22.2 萬
Central Asset Investments & Management Holdings (HK) Ltd2,000$21.6 萬
Catalyst Funds Management Pty Ltd2,000$21.6 萬
Fukoku Mutual Life Insurance Co1,974$21.3 萬
Aristeia Capital LLC1,910$20.6 萬
Callan Family Office, LLC1,903$20.6 萬
Regatta Capital Group, LLC1,901$20.5 萬
SP Asset Management LLC1,865$20.2 萬
Warren Averett Asset Management, LLC1,858$20.1 萬
Optas, LLC1,854$20.0 萬
Venturi Wealth Management, LLC1,432$15.5 萬
Tandem Financial, LLC1,100$11.9 萬
Proequities, Inc.753$8.48 萬
Westend Capital Management, LLC569$6.15 萬
Coppell Advisory Solutions LLC309$3.36 萬
Aspetuck Financial Management LLC250$2.70 萬
Exchange Traded Concepts, LLC122$1.32 萬
Fuller & Thaler Asset Management, Inc.100$1.08 萬
Prosperity Financial Group, Inc.54$5,836
Shelton Wealth Management, LLC20$2,162
Laurel Wealth Advisors LLC11$1,189
Investment Counsel Co of Nevada11$1,189
Capital & Planning, LLC10$1,081
Migdal Insurance & Financial Holdings Ltd.12$1,000
Modus Advisors, LLC2$216

尚未申報 2025 年第 1 季的機構（12 家）

2024 年第 4 季季末持有 Twilio Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 TWLO、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC435,003$4,702 萬
Swedbank AB60,280$651.5 萬
Caxton Associates LP24,716$267.1 萬
River & Mercantile Asset Management LLP9,695$104.9 萬
Hanseatic Management Services Inc9,656$104.4 萬
Wetherby Asset Management Inc3,152$34.1 萬
Global Retirement Partners, LLC1,383$14.9 萬
Financial Gravity Companies, Inc.283$3.06 萬
Oliver Lagore Vanvalin Investment Group50$5,404
WR Wealth Planners, LLC44$4,756
Zions Bancorporation, N.A.24$2,594
Cassady Schiller Wealth Management, LLC10$1,081