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、5 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。
2025 年第 1 季 13F 持有人
Twilio Inc 在 2025/3/31 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
- 775
- 較 2024 年第 4 季 +39 家
- 持有股數
- 1.21 億
- 較 2024 年第 4 季 +235.0 萬 (+2.0%)
- 總市值
- $118.3 億
- 較 2024 年第 4 季 −$9.89 億 (−7.7%)
- 新進機構
- 130
- 另有 268 家加碼
- 清倉機構
- 91
- 另有 262 家減碼
另有 12 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 8,023 | $78.6 萬 | 0.01% | −825−9.3% | 減碼 |
| Jasper Ridge Partners, L.P. | 8,055 | $78.9 萬 | 0.03% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 8,077 | $79.1 萬 | 0.01% | +5,368+198.2% | 加碼 |
| Avantax Advisory Services, Inc. | 8,185 | $80.1 萬 | 0.00% | −6,244−43.3% | 減碼 |
| Dark Forest Capital Management LP | 8,250 | $80.8 萬 | 0.04% | +8,250 | 新進 |
| Kestra Private Wealth Services, LLC | 8,275 | $81.0 萬 | 0.01% | −307−3.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 8,330 | $81.6 萬 | 0.01% | −7,383−47.0% | 減碼 |
| XTX Topco Ltd | 8,396 | $82.2 萬 | 0.04% | +3,408+68.3% | 加碼 |
| Nations Financial Group Inc, | 8,430 | $82.5 萬 | 0.06% | +114+1.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 8,455 | $82.7 萬 | 0.03% | −4,960−37.0% | 減碼 |
| Amalgamated Bank | 8,589 | $84.1 萬 | 0.01% | −48−0.6% | 減碼 |
| Ostrum Asset Management | 8,597 | $84.2 萬 | 0.04% | −9,262−51.9% | 減碼 |
| Wealthfront Advisers LLC | 8,608 | $84.3 萬 | 0.00% | +24+0.3% | 加碼 |
| Highland Capital Management, LLC | 8,641 | $84.6 萬 | 0.05% | +200+2.4% | 加碼 |
| State of Michigan Retirement System | 8,700 | $85.2 萬 | 0.00% | 00.0% | 不變 |
| Diversified Trust Co | 8,759 | $85.8 萬 | 0.02% | −8,329−48.7% | 減碼 |
| Cresset Asset Management, LLC | 9,039 | $88.5 萬 | 0.00% | −331−3.5% | 減碼 |
| Axq Capital, LP | 9,072 | $88.8 萬 | 0.36% | +9,072 | 新進 |
| Graham Capital Management, L.P. | 9,590 | $93.9 萬 | 0.03% | −42,657−81.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 9,670 | $94.5 萬 | 0.03% | +7,845+429.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 9,871 | $96.6 萬 | 0.01% | +127+1.3% | 加碼 |
| Brighton Jones LLC | 9,890 | $96.8 萬 | 0.03% | −161−1.6% | 減碼 |
| Azzad Asset Management Inc | 9,897 | $96.9 萬 | 0.11% | +47+0.5% | 加碼 |
| Beaconlight Capital, LLC | 9,967 | $97.6 萬 | 0.67% | +9,967 | 新進 |
| Panoramic Capital, LLC | 10,000 | $97.9 萬 | 1.22% | +10,000 | 新進 |
| Plato Investment Management Ltd | 10,100 | $100.0 萬 | 0.08% | +499+5.2% | 加碼 |
| RMR Wealth Builders | 10,395 | $101.8 萬 | 0.11% | +40.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,413 | $102.0 萬 | 0.03% | −2,222−17.6% | 減碼 |
| Kentucky Retirement Systems | 10,442 | $102.2 萬 | 0.03% | +10,442 | 新進 |
| SBI Securities Co., Ltd. | 10,862 | $102.4 萬 | 0.03% | +316+3.0% | 加碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $102.8 萬 | 0.25% | +10,500 | 新進 |
| Mercer Global Advisors Inc | 10,715 | $104.9 萬 | 0.00% | +4,410+69.9% | 加碼 |
| Polianta Ltd | 10,800 | $105.7 萬 | 0.51% | +10,800 | 新進 |
| The PNC Financial Services Group, Inc. | 11,322 | $110.9 萬 | 0.00% | +892+8.6% | 加碼 |
| Miracle Mile Advisors, LLC | 11,355 | $111.2 萬 | 0.02% | +223+2.0% | 加碼 |
| Retireful, LLC | 11,249 | $111.3 萬 | 1.08% | −2,400−17.6% | 減碼 |
| HighTower Advisors, LLC | 11,601 | $113.6 萬 | 0.00% | −27,299−70.2% | 減碼 |
| Tobam | 11,721 | $114.8 萬 | 0.49% | −7,224−38.1% | 減碼 |
| Nomura Holdings Inc | 11,737 | $114.9 萬 | 0.01% | +5,946+102.7% | 加碼 |
| Martingale Asset Management L P | 11,874 | $116.3 萬 | 0.03% | −23,851−66.8% | 減碼 |
| Virtue Capital Management, LLC | 12,337 | $120.3 萬 | 0.14% | +2,581+26.5% | 加碼 |
| Circle Wealth Management, LLC | 12,360 | $121.0 萬 | 0.03% | +6,924+127.4% | 加碼 |
| MML Investors Services, LLC | 12,473 | $122.1 萬 | 0.00% | −237−1.9% | 減碼 |
| Mackenzie Financial Corp | 12,531 | $122.7 萬 | 0.00% | −712−5.4% | 減碼 |
| Pitcairn Co | 12,589 | $123.3 萬 | 0.07% | +12,589 | 新進 |
| Janus Henderson Group PLC | 12,589 | $124.5 萬 | 0.00% | −356−2.8% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 11,015 | $126.2 萬 | 0.49% | −73−0.7% | 減碼 |
| Vontobel Holding Ltd. | 13,035 | $127.6 萬 | 0.00% | −579−4.3% | 減碼 |
| Empower Advisory Group, LLC | 13,059 | $127.9 萬 | 0.00% | −12,340−48.6% | 減碼 |
| Counterpoint Mutual Funds LLC | 13,121 | $128.5 萬 | 0.18% | −4,131−23.9% | 減碼 |
| Centaurus Financial, Inc. | 13,136 | $128.6 萬 | 0.08% | −182−1.4% | 減碼 |
| New Millennium Group LLC | 13,206 | $129.3 萬 | 0.85% | +13,206 | 新進 |
| Kestra Advisory Services, LLC | 13,263 | $129.9 萬 | 0.01% | −5,156−28.0% | 減碼 |
| Versor Investments LP | 13,428 | $131.5 萬 | 0.21% | −3,875−22.4% | 減碼 |
| Redwood Investment Management, LLC | 13,463 | $131.8 萬 | 0.14% | +173+1.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 13,518 | $132.3 萬 | 0.08% | +7,318+118.0% | 加碼 |
| Sanctuary Advisors, LLC | 13,591 | $133.1 萬 | 0.01% | −2,243−14.2% | 減碼 |
| Captrust Financial Advisors | 13,600 | $133.2 萬 | 0.00% | −14,466−51.5% | 減碼 |
| Kestra Investment Management, LLC | 13,608 | $133.2 萬 | 0.04% | +13,608 | 新進 |
| Smith Group Asset Management, LLC | 13,960 | $136.7 萬 | 0.10% | −4,650−25.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,364 | $139.0 萬 | 0.01% | −6,695−31.8% | 減碼 |
| Daiwa Securities Group Inc. | 14,453 | $141.5 萬 | 0.01% | +1,030+7.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,455 | $141.5 萬 | 0.02% | +1,903+15.2% | 加碼 |
| Rockefeller Capital Management L.P. | 14,571 | $142.7 萬 | 0.00% | +656+4.7% | 加碼 |
| Ritholtz Wealth Management | 14,632 | $143.3 萬 | 0.04% | +11,445+359.1% | 加碼 |
| Machina Capital S.A.S. | 14,693 | $143.9 萬 | 0.43% | +14,693 | 新進 |
| Janney Montgomery Scott LLC | 14,978 | $146.6 萬 | 0.00% | −18,396−55.1% | 減碼 |
| Wexford Capital LP | 15,000 | $146.9 萬 | 0.38% | +15,000 | 新進 |
| Bridgeway Capital Management, LLC | 15,100 | $147.8 萬 | 0.04% | +15,100 | 新進 |
| Truvestments Capital LLC | 15,169 | $148.5 萬 | 0.32% | +5,115+50.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,311 | $149.9 萬 | 0.02% | −122−0.8% | 減碼 |
| Aigen Investment Management, LP | 15,598 | $152.7 萬 | 0.24% | +4,052+35.1% | 加碼 |
| OP Asset Management Ltd | 15,617 | $152.9 萬 | 0.03% | +15,617 | 新進 |
| Gateway Investment Advisers LLC | 15,672 | $153.4 萬 | 0.02% | −17,276−52.4% | 減碼 |
| New York Life Investment Management LLC | 15,924 | $155.9 萬 | 0.02% | −751−4.5% | 減碼 |
| Kinneret Advisory, LLC | 16,010 | $156.8 萬 | 0.16% | −53−0.3% | 減碼 |
| Lido Advisors, LLC | 16,149 | $158.1 萬 | 0.01% | +308+1.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 16,309 | $159.7 萬 | 0.00% | −21,293−56.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 16,653 | $163.0 萬 | 0.01% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 16,726 | $163.8 萬 | 0.03% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 16,551 | $163.8 萬 | 0.02% | −37,016−69.1% | 減碼 |
| Point72 (DIFC) Ltd | 16,810 | $164.6 萬 | 0.16% | −26,807−61.5% | 減碼 |
| Alpha Cubed Investments, LLC | 16,866 | $165.1 萬 | 0.07% | +5,896+53.7% | 加碼 |
| Centiva Capital, LP | 17,186 | $168.3 萬 | 0.10% | +2,911+20.4% | 加碼 |
| RSM US Wealth Management LLC | 17,231 | $168.7 萬 | 0.03% | +784+4.8% | 加碼 |
| Xponance, Inc. | 17,802 | $174.3 萬 | 0.02% | +179+1.0% | 加碼 |
| RBF Capital, LLC | 18,003 | $176.3 萬 | 0.11% | +1,500+9.1% | 加碼 |
| Advisor Group Holdings, Inc. | 18,074 | $176.9 萬 | 0.00% | −10,940−37.7% | 減碼 |
| Nissay Asset Management Corp | 18,144 | $177.6 萬 | 0.01% | −716−3.8% | 減碼 |
| CI Private Wealth, LLC | 18,685 | $183.0 萬 | 0.00% | +804+4.5% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 19,104 | $187.0 萬 | 0.61% | −1,819−8.7% | 減碼 |
| We Are One Seven, LLC | 19,326 | $189.2 萬 | 0.07% | +91+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 19,332 | $189.3 萬 | 0.00% | −2,783−12.6% | 減碼 |
| JustInvest LLC | 19,349 | $189.4 萬 | 0.03% | +1,587+8.9% | 加碼 |
| Truist Financial Corp | 20,026 | $196.1 萬 | 0.00% | +2,192+12.3% | 加碼 |
| Generali Asset Management SPA SGR | 20,060 | $196.4 萬 | 0.05% | +2,357+13.3% | 加碼 |
| RJA Asset Management LLC | 20,082 | $196.6 萬 | 0.61% | −159,200−88.8% | 減碼 |
| Neo Ivy Capital Management | 20,104 | $196.8 萬 | 0.63% | +20,104 | 新進 |
| Elo Mutual Pension Insurance Co | 20,694 | $202.6 萬 | 0.05% | +8,534+70.2% | 加碼 |
| Soltis Investment Advisors LLC | 21,297 | $208.5 萬 | 0.19% | +21,297 | 新進 |