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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 250,000 | $2,448 萬 | 0.49% | −96,082−27.8% | 減碼 |
| Ieq Capital, LLC | 251,065 | $2,458 萬 | 0.20% | −311,858−55.4% | 減碼 |
| Allianz Asset Management GmbH | 254,020 | $2,487 萬 | 0.04% | +230,680+988.3% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 255,514 | $2,502 萬 | 0.08% | −582,871−69.5% | 減碼 |
| Great West Life Assurance Co | 256,590 | $2,518 萬 | 0.04% | −5,992−2.3% | 減碼 |
| Wellington Management Group LLP | 260,069 | $2,546 萬 | 0.00% | +254,132+4,280.5% | 加碼 |
| Macquarie Group Ltd | 271,205 | $2,655 萬 | 0.03% | −47,945−15.0% | 減碼 |
| California Public Employees Retirement System | 276,094 | $2,703 萬 | 0.02% | +13,587+5.2% | 加碼 |
| Point72 Asset Management, L.P. | 285,518 | $2,796 萬 | 0.08% | −1,516,188−84.2% | 減碼 |
| Ameriprise Financial Inc | 285,934 | $2,800 萬 | 0.01% | −24,662−7.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 290,377 | $2,843 萬 | 0.19% | +200,587+223.4% | 加碼 |
| Tudor Investment Corp Et Al | 300,376 | $2,941 萬 | 0.26% | +231,419+335.6% | 加碼 |
| Interval Partners, LP | 302,309 | $2,960 萬 | 1.05% | +302,309 | 新進 |
| Tairen Capital Ltd | 334,268 | $3,273 萬 | 2.16% | +329,768+7,328.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 335,974 | $3,290 萬 | 0.02% | −11,187−3.2% | 減碼 |
| Ensign Peak Advisors, Inc | 343,804 | $3,366 萬 | 0.06% | +19,094+5.9% | 加碼 |
| Schroder Investment Management Group | 342,797 | $3,393 萬 | 0.03% | −179,085−34.3% | 減碼 |
| Acadian Asset Management LLC | 347,390 | $3,400 萬 | 0.10% | −355,231−50.6% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 362,155 | $3,546 萬 | 1.19% | +362,155 | 新進 |
| Twinbeech Capital LP | 368,873 | $3,612 萬 | 0.66% | +223,600+153.9% | 加碼 |
| Marshall Wace, LLP | 385,434 | $3,774 萬 | 0.05% | −125,344−24.5% | 減碼 |
| Goldman Sachs Group Inc | 405,663 | $3,972 萬 | 0.01% | +39,818+10.9% | 加碼 |
| Nuveen, LLC | 410,775 | $4,022 萬 | 0.01% | +410,775 | 新進 |
| Swiss National Bank | 411,000 | $4,024 萬 | 0.03% | −20,000−4.6% | 減碼 |
| Principal Financial Group Inc | 424,593 | $4,157 萬 | 0.02% | +281,991+197.7% | 加碼 |
| Bank of America Corp | 462,558 | $4,529 萬 | 0.00% | +331,691+253.5% | 加碼 |
| Voloridge Investment Management, LLC | 463,515 | $4,538 萬 | 0.17% | +41,368+9.8% | 加碼 |
| Wells Fargo & Company | 468,018 | $4,582 萬 | 0.01% | +68,273+17.1% | 加碼 |
| Pacer Advisors, Inc. | 483,576 | $4,735 萬 | 0.11% | +483,572+12,089,300.0% | 加碼 |
| Kodai Capital Management LP | 498,941 | $4,885 萬 | 1.93% | +232,400+87.2% | 加碼 |
| Styrax Capital, LP | 501,795 | $4,913 萬 | 4.58% | +216,658+76.0% | 加碼 |
| Invesco Ltd. | 521,710 | $5,108 萬 | 0.01% | +20,384+4.1% | 加碼 |
| AQR Capital Management LLC | 565,474 | $5,382 萬 | 0.06% | −78,919−12.2% | 減碼 |
| Jane Street Group, LLC | 567,319 | $5,555 萬 | 0.10% | −221,017−28.0% | 減碼 |
| Glenmede Trust Co NA | 570,224 | $5,583 萬 | 0.30% | −68,997−10.8% | 減碼 |
| Capital World Investors | 585,957 | $5,737 萬 | 0.01% | +2,584+0.4% | 加碼 |
| Freestone Grove Partners LP | 627,910 | $6,148 萬 | 0.63% | +187,441+42.6% | 加碼 |
| No Street GP LP | 643,193 | $6,298 萬 | 4.93% | −173,193−21.2% | 減碼 |
| Balyasny Asset Management LLC | 667,819 | $6,539 萬 | 0.16% | +208,041+45.2% | 加碼 |
| UBS Group AG | 728,462 | $7,132 萬 | 0.02% | +56,632+8.4% | 加碼 |
| Maplelane Capital, LLC | 745,000 | $7,294 萬 | 6.80% | +745,000 | 新進 |
| Frontier Capital Management Co LLC | 758,845 | $7,430 萬 | 0.81% | −61,051−7.4% | 減碼 |
| Legal & General Group Plc | 790,614 | $7,741 萬 | 0.02% | +12,554+1.6% | 加碼 |
| Amundi | 889,520 | $7,964 萬 | 0.03% | +372,468+72.0% | 加碼 |
| Westfield Capital Management Co LP | 818,964 | $8,018 萬 | 0.39% | +97,337+13.5% | 加碼 |
| Man Group plc | 832,256 | $8,149 萬 | 0.24% | +177,841+27.2% | 加碼 |
| Bank of New York Mellon Corp | 854,756 | $8,369 萬 | 0.02% | −154,272−15.3% | 減碼 |
| First Trust Advisors LP | 876,601 | $8,583 萬 | 0.08% | −166,676−16.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 897,041 | $8,783 萬 | 0.17% | +39,518+4.6% | 加碼 |
| Deutsche Bank AG | 909,792 | $8,908 萬 | 0.04% | −44,344−4.6% | 減碼 |
| KBC Group NV | 945,594 | $9,258 萬 | 0.29% | +664,420+236.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 955,136 | $9,352 萬 | 0.11% | −526,730−35.5% | 減碼 |
| Millennium Management LLC | 956,398 | $9,364 萬 | 0.09% | −346,848−26.6% | 減碼 |
| Slate Path Capital LP | 1,106,000 | $1.08 億 | 1.96% | +1,106,000 | 新進 |
| Polar Capital Holdings Plc | 1,129,470 | $1.11 億 | 0.68% | +565,541+100.3% | 加碼 |
| Northern Trust Corp | 1,168,947 | $1.14 億 | 0.02% | +60,002+5.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,265,438 | $1.24 億 | 0.02% | +36,061+2.9% | 加碼 |
| Two Sigma Advisers, LP | 1,408,797 | $1.38 億 | 0.31% | +473,100+50.6% | 加碼 |
| Two Sigma Investments, LP | 1,449,060 | $1.42 億 | 0.31% | +319,335+28.3% | 加碼 |
| Pictet Asset Management Holding SA | 1,564,901 | $1.53 億 | 0.17% | −219,815−12.3% | 減碼 |
| Qube Research & Technologies Ltd | 1,617,305 | $1.58 億 | 0.25% | +947,464+141.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,704,176 | $1.67 億 | 0.04% | −496,857−22.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,920,443 | $1.88 億 | 0.05% | +318,015+19.8% | 加碼 |
| Norges Bank | 1,951,615 | $1.91 億 | 0.03% | −103,774−5.0% | 減碼 |
| Alyeska Investment Group, L.P. | 2,071,826 | $2.03 億 | 0.81% | +553,043+36.4% | 加碼 |
| Morgan Stanley | 2,099,031 | $2.06 億 | 0.01% | −661,755−24.0% | 減碼 |
| Geode Capital Management, LLC | 2,576,000 | $2.52 億 | 0.02% | +103,971+4.2% | 加碼 |
| FMR LLC | 2,610,064 | $2.56 億 | 0.02% | −1,511,125−36.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,142,740 | $3.08 億 | 0.25% | −120,025−3.7% | 減碼 |
| Jericho Capital Asset Management L.P. | 3,280,363 | $3.21 億 | 5.84% | +493,000+17.7% | 加碼 |
| Sachem Head Capital Management LP | 3,295,000 | $3.23 億 | 12.93% | 00.0% | 不變 |
| State Street Corp | 4,079,727 | $3.99 億 | 0.02% | +179,341+4.6% | 加碼 |
| JPMorgan Chase & Co | 9,570,021 | $9.37 億 | 0.07% | +7,891,692+470.2% | 加碼 |
| BlackRock, Inc. | 10,566,748 | $10.3 億 | 0.02% | +473,560+4.7% | 加碼 |
| Vanguard Group Inc | 14,996,353 | $14.7 億 | 0.03% | −211,325−1.4% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,813,499−100.0% | 清倉 |
| Amazon.com, Inc. | 0 | $0 | 0.00% | −1,768,346−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,029,907−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −723,340−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −637,683−100.0% | 清倉 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 0 | $0 | 0.00% | −582,915−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −559,459−100.0% | 清倉 |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −375,600−100.0% | 清倉 |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −159,045−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −145,015−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −56,000−100.0% | 清倉 |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −43,299−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Proem Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Monolith Management Ltd | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −26,550−100.0% | 清倉 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −22,482−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,134−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,372−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −18,118−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −17,970−100.0% | 清倉 |