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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 54,528 | $533.9 萬 | 0.02% | −1,095−2.0% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 55,477 | $543.2 萬 | 0.83% | +55,477 | 新進 |
| Voya Investment Management LLC | 59,304 | $580.6 萬 | 0.01% | −1,976−3.2% | 減碼 |
| Magnetar Financial LLC | 60,850 | $595.8 萬 | 0.08% | +42,821+237.5% | 加碼 |
| Federated Hermes, Inc. | 61,461 | $601.8 萬 | 0.01% | −5,277−7.9% | 減碼 |
| 13D Management LLC | 62,540 | $612.3 萬 | 5.40% | −28,217−31.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 62,600 | $612.9 萬 | 0.05% | −6,700−9.7% | 減碼 |
| 180 Wealth Advisors, LLC | 63,793 | $624.6 萬 | 0.99% | −2,411−3.6% | 減碼 |
| Canada Pension Plan Investment Board | 64,302 | $629.6 萬 | 0.01% | −111,200−63.4% | 減碼 |
| Colony Group, LLC | 65,035 | $636.8 萬 | 0.02% | −1,917−2.9% | 減碼 |
| Empowered Funds, LLC | 65,416 | $640.5 萬 | 0.09% | +62,693+2,302.4% | 加碼 |
| Simplex Trading, LLC | 65,891 | $645.1 萬 | 0.23% | −55,657−45.8% | 減碼 |
| Achmea Investment Management B.V. | 67,344 | $659.4 萬 | 0.10% | +18,044+36.6% | 加碼 |
| PGGM Investments | 67,850 | $664.3 萬 | 0.09% | +37,736+125.3% | 加碼 |
| Level Four Advisory Services, LLC | 69,556 | $681.0 萬 | 0.28% | −9,793−12.3% | 減碼 |
| Treasurer of the State of North Carolina | 70,005 | $685.4 萬 | 0.03% | −2,070−2.9% | 減碼 |
| Thames Capital Management LLC | 74,598 | $730.4 萬 | 2.80% | −3,085−4.0% | 減碼 |
| IMC-Chicago, LLC | 75,091 | $735.2 萬 | 0.29% | +75,091 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,059 | $744.7 萬 | 0.01% | −5,981−7.3% | 減碼 |
| Mariner, LLC | 77,090 | $754.8 萬 | 0.01% | +30,095+64.0% | 加碼 |
| Pinebridge Investments, L.P. | 78,211 | $765.8 萬 | 0.06% | −24,053−23.5% | 減碼 |
| CIBC World Markets Inc. | 79,337 | $776.8 萬 | 0.02% | +38,854+96.0% | 加碼 |
| Forsta Ap-Fonden | 79,600 | $779.4 萬 | 0.06% | +35,700+81.3% | 加碼 |
| New York State Common Retirement Fund | 80,181 | $785.1 萬 | 0.01% | −9,647−10.7% | 減碼 |
| Danske Bank A/S | 80,475 | $787.9 萬 | 0.02% | +13,041+19.3% | 加碼 |
| Panagora Asset Management Inc | 80,699 | $790.1 萬 | 0.04% | −431,981−84.3% | 減碼 |
| APG Asset Management N.V. | 87,666 | $794.6 萬 | 0.02% | −8,109−8.5% | 減碼 |
| Envestnet Asset Management Inc | 82,120 | $804.0 萬 | 0.00% | +35,127+74.7% | 加碼 |
| SG Americas Securities, LLC | 83,924 | $821.7 萬 | 0.03% | +58,503+230.1% | 加碼 |
| Los Angeles Capital Management LLC | 84,173 | $824.1 萬 | 0.04% | −370,262−81.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 86,147 | $843.5 萬 | 0.04% | +86,147 | 新進 |
| Royal London Asset Management Ltd | 86,334 | $845.3 萬 | 0.02% | +14,736+20.6% | 加碼 |
| Intech Investment Management LLC | 87,135 | $853.1 萬 | 0.09% | −48,908−36.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 88,080 | $862.4 萬 | 0.02% | −19,760−18.3% | 減碼 |
| STRS Ohio | 90,468 | $885.8 萬 | 0.04% | +76,002+525.4% | 加碼 |
| KLP Kapitalforvaltning AS | 92,500 | $905.7 萬 | 0.04% | +11,900+14.8% | 加碼 |
| Honeycomb Asset Management LP | 95,500 | $935.0 萬 | 4.46% | +95,500 | 新進 |
| Jump Financial, LLC | 97,332 | $953.0 萬 | 0.14% | +90,042+1,235.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 97,631 | $955.9 萬 | 0.28% | +68,149+231.2% | 加碼 |
| Hood River Capital Management LLC | 98,061 | $960.1 萬 | 0.16% | +28,497+41.0% | 加碼 |
| Cerity Partners LLC | 98,696 | $966.3 萬 | 0.02% | +12,175+14.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 100,029 | $979.4 萬 | 0.06% | −167,729−62.6% | 減碼 |
| Aviva PLC | 103,895 | $1,017 萬 | 0.02% | +11,199+12.1% | 加碼 |
| State of Wisconsin Investment Board | 109,401 | $1,071 萬 | 0.03% | −2,186−2.0% | 減碼 |
| Teacher Retirement System of Texas | 110,489 | $1,082 萬 | 0.05% | −117,053−51.4% | 減碼 |
| Susquehanna International Group, LLP | 114,653 | $1,123 萬 | 0.02% | −280,506−71.0% | 減碼 |
| Virginia Retirement Systems Et Al | 115,000 | $1,126 萬 | 0.08% | +115,000 | 新進 |
| Atreides Management, LP | 115,357 | $1,129 萬 | 0.41% | +115,357 | 新進 |
| HSBC Holdings PLC | 118,991 | $1,159 萬 | 0.01% | +27,210+29.6% | 加碼 |
| American Century Companies Inc | 121,751 | $1,192 萬 | 0.01% | +19,406+19.0% | 加碼 |
| Alliancebernstein L.P. | 122,384 | $1,198 萬 | 0.00% | −15,043−10.9% | 減碼 |
| Quantinno Capital Management LP | 128,567 | $1,259 萬 | 0.08% | +15,641+13.9% | 加碼 |
| Squarepoint Ops LLC | 128,770 | $1,261 萬 | 0.03% | +87,060+208.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,825 | $1,300 萬 | 0.01% | +13,067+10.9% | 加碼 |
| Russell Investments Group, Ltd. | 134,031 | $1,316 萬 | 0.02% | −58,496−30.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 140,055 | $1,371 萬 | 0.44% | +55,199+65.1% | 加碼 |
| Engineers Gate Manager LP | 140,589 | $1,377 萬 | 0.23% | +103,799+282.1% | 加碼 |
| Standard Life Aberdeen plc | 142,162 | $1,392 萬 | 0.03% | −99,548−41.2% | 減碼 |
| Toronado Partners, LLC | 147,654 | $1,446 萬 | 10.11% | −12,596−7.9% | 減碼 |
| Citigroup Inc | 149,629 | $1,465 萬 | 0.01% | +26,294+21.3% | 加碼 |
| LPL Financial LLC | 151,528 | $1,484 萬 | 0.01% | +4,871+3.3% | 加碼 |
| Storebrand Asset Management AS | 156,262 | $1,530 萬 | 0.05% | +22,311+16.7% | 加碼 |
| Royal Bank of Canada | 156,640 | $1,534 萬 | 0.00% | +82,161+110.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 159,016 | $1,557 萬 | 0.03% | +40,231+33.9% | 加碼 |
| Boston Partners | 161,262 | $1,578 萬 | 0.02% | −2,212−1.4% | 減碼 |
| Picton Mahoney Asset Management | 161,998 | $1,586 萬 | 0.54% | +73,464+83.0% | 加碼 |
| King Luther Capital Management Corp | 164,178 | $1,607 萬 | 0.07% | −15,739−8.7% | 減碼 |
| Vinva Investment Management Ltd | 161,481 | $1,609 萬 | 0.66% | −15,574−8.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 164,440 | $1,610 萬 | 0.03% | −7,810−4.5% | 減碼 |
| Zacks Investment Management | 164,530 | $1,611 萬 | 0.15% | +3,058+1.9% | 加碼 |
| PEAK6 LLC | 166,744 | $1,633 萬 | 0.64% | +140,410+533.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 169,759 | $1,662 萬 | 0.05% | +2,583+1.5% | 加碼 |
| Price T Rowe Associates Inc | 172,947 | $1,693 萬 | 0.00% | +64,623+59.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 174,337 | $1,707 萬 | 0.22% | +122,716+237.7% | 加碼 |
| Rhumbline Advisers | 174,539 | $1,709 萬 | 0.02% | −6,516−3.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 174,572 | $1,709 萬 | 0.11% | +2,655+1.5% | 加碼 |
| Franklin Resources Inc | 175,396 | $1,717 萬 | 0.00% | +153+0.1% | 加碼 |
| Bridgewater Associates, LP | 176,025 | $1,723 萬 | 0.08% | +33,136+23.2% | 加碼 |
| Barclays PLC | 176,577 | $1,729 萬 | 0.01% | −15,606−8.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 181,057 | $1,773 萬 | 0.23% | +181,057 | 新進 |
| Susquehanna Fundamental Investments, LLC | 183,204 | $1,794 萬 | 0.30% | 00.0% | 不變 |
| Temasek Holdings (Private) Ltd | 187,543 | $1,836 萬 | 0.07% | +187,543 | 新進 |
| Jupiter Asset Management Ltd | 196,444 | $1,923 萬 | 0.18% | +64,883+49.3% | 加碼 |
| Korea Investment CORP | 197,068 | $1,929 萬 | 0.05% | +43,748+28.5% | 加碼 |
| Railway Pension Investments Ltd | 199,727 | $1,956 萬 | 0.28% | 00.0% | 不變 |
| Blair William & Co | 200,655 | $1,965 萬 | 0.06% | −23,418−10.5% | 減碼 |
| Delta Global Management LP | 200,917 | $1,967 萬 | 1.42% | −114,067−36.2% | 減碼 |
| Assenagon Asset Management S.A. | 201,477 | $1,973 萬 | 0.04% | +188,211+1,418.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $1,983 萬 | 0.34% | −83,288−29.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 204,914 | $2,006 萬 | 0.16% | +162,001+377.5% | 加碼 |
| Blue Grotto Capital, LLC | 210,000 | $2,056 萬 | 3.93% | +210,000 | 新進 |
| BNP Paribas Arbitrage, SA | 216,334 | $2,118 萬 | 0.02% | −71,856−24.9% | 減碼 |
| Renaissance Technologies LLC | 226,095 | $2,214 萬 | 0.03% | −356,800−61.2% | 減碼 |
| Comerica Bank | 231,690 | $2,268 萬 | 0.10% | +33,957+17.2% | 加碼 |
| California State Teachers Retirement System | 232,806 | $2,279 萬 | 0.03% | −8,938−3.7% | 減碼 |
| Cooper Creek Partners Management LLC | 236,736 | $2,318 萬 | 0.75% | −58,876−19.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 239,568 | $2,346 萬 | 0.05% | −33,449−12.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 244,517 | $2,400 萬 | 0.04% | −125,713−34.0% | 減碼 |
| Driehaus Capital Management LLC | 247,039 | $2,419 萬 | 0.23% | +169,710+219.5% | 加碼 |
| Raymond James Financial Inc | 247,323 | $2,422 萬 | 0.01% | +8,814+3.7% | 加碼 |