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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 41,345 | $404.8 萬 | 0.27% | +34,774+529.2% | 加碼 |
| HRT Financial LP | 41,177 | $403.1 萬 | 0.03% | −565,377−93.2% | 減碼 |
| La Banque Postale Asset Management SA | 41,005 | $401.5 萬 | 0.06% | −1,278−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 40,549 | $397.0 萬 | 0.01% | −1,709−4.0% | 減碼 |
| SEI Investments Co | 40,411 | $395.7 萬 | 0.01% | −18,935−31.9% | 減碼 |
| Leuthold Group, LLC | 40,159 | $393.2 萬 | 0.51% | +40,159 | 新進 |
| Handelsbanken Fonder AB | 39,100 | $382.8 萬 | 0.02% | 00.0% | 不變 |
| Stifel Financial Corp | 38,975 | $381.6 萬 | 0.00% | +14,513+59.3% | 加碼 |
| Quantbot Technologies LP | 38,821 | $380.1 萬 | 0.12% | +19,678+102.8% | 加碼 |
| Leonteq Securities AG | 38,147 | $373.8 萬 | 0.29% | −7,339−16.1% | 減碼 |
| Bank of Montreal | 37,677 | $368.9 萬 | 0.00% | +28,650+317.4% | 加碼 |
| Commonwealth Equity Services, LLC | 37,548 | $367.6 萬 | 0.01% | −593−1.6% | 減碼 |
| UniSuper Management Pty Ltd | 37,167 | $363.9 萬 | 0.03% | +34,267+1,181.6% | 加碼 |
| Estate Counselors, LLC | 37,097 | $363.2 萬 | 0.38% | +37,097 | 新進 |
| Gotham Asset Management, LLC | 36,792 | $360.2 萬 | 0.03% | −16,807−31.4% | 減碼 |
| Entropy Technologies, LP | 36,772 | $360.0 萬 | 0.35% | +26,111+244.9% | 加碼 |
| Clayton Partners LLC | 36,354 | $355.9 萬 | 3.10% | −21,824−37.5% | 減碼 |
| IFM Investors Pty Ltd | 35,611 | $348.7 萬 | 0.04% | −1,080−2.9% | 減碼 |
| CAPROCK Group, Inc. | 35,440 | $347.0 萬 | 0.11% | +8,478+31.4% | 加碼 |
| Investment Management Corp of Ontario | 35,197 | $344.6 萬 | 0.07% | +15,730+80.8% | 加碼 |
| Credit Agricole S A | 33,647 | $329.4 萬 | 0.01% | −37,460−52.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 33,098 | $324.1 萬 | 0.06% | +10,368+45.6% | 加碼 |
| Forte Capital LLC | 33,067 | $323.8 萬 | 0.38% | +1,902+6.1% | 加碼 |
| Verition Fund Management LLC | 32,860 | $321.7 萬 | 0.02% | −63,646−66.0% | 減碼 |
| Bank of Nova Scotia | 32,341 | $316.7 萬 | 0.01% | +26,970+502.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 31,992 | $313.2 萬 | 0.04% | −3,600−10.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 32,016 | $312.1 萬 | 0.01% | −954−2.9% | 減碼 |
| First American Trust, FSB | 31,814 | $311.5 萬 | 0.29% | +31,814 | 新進 |
| Prudential Financial Inc | 31,523 | $308.6 萬 | 0.00% | −111,837−78.0% | 減碼 |
| Hedeker Wealth, LLC | 31,403 | $307.5 萬 | 0.83% | +16,547+111.4% | 加碼 |
| AXA S.A. | 31,318 | $306.6 萬 | 0.01% | +14,261+83.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 30,304 | $296.9 萬 | 0.01% | 00.0% | 不變 |
| California First Leasing Corp | 30,300 | $296.7 萬 | 1.31% | +7,400+32.3% | 加碼 |
| Sciencast Management LP | 29,507 | $288.9 萬 | 0.67% | +1,415+5.0% | 加碼 |
| TD Asset Management Inc | 29,487 | $288.7 萬 | 0.00% | +230+0.8% | 加碼 |
| Caxton Associates LLP | 29,367 | $287.5 萬 | 0.10% | +29,367 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 29,200 | $285.9 萬 | 0.01% | +29,200 | 新進 |
| British Columbia Investment Management Corp | 27,875 | $272.9 萬 | 0.02% | −1,341−4.6% | 減碼 |
| Prudential PLC | 27,558 | $269.8 萬 | 0.01% | +6,363+30.0% | 加碼 |
| Commerce Bank | 27,537 | $269.6 萬 | 0.02% | +264+1.0% | 加碼 |
| Parallel Advisors, LLC | 27,439 | $268.7 萬 | 0.06% | −481−1.7% | 減碼 |
| One68 Global Capital, LLC | 27,000 | $264.4 萬 | 1.30% | +27,000 | 新進 |
| Formula Growth Ltd | 26,688 | $261.3 萬 | 1.06% | +2,000+8.1% | 加碼 |
| Condor Capital Management | 26,683 | $261.3 萬 | 0.24% | +26,683 | 新進 |
| Quantitative Investment Management, LLC | 26,655 | $260.9 萬 | 0.24% | +26,655 | 新進 |
| DnB Asset Management AS | 26,583 | $260.3 萬 | 0.01% | −3,323−11.1% | 減碼 |
| Fieldview Capital Management, LLC | 26,565 | $260.1 萬 | 0.37% | +26,565 | 新進 |
| J. Safra Sarasin Holding AG | 26,404 | $258.5 萬 | 0.05% | +8,866+50.6% | 加碼 |
| GM Advisory Group, Inc. | 26,401 | $258.5 萬 | 0.14% | −900−3.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 25,908 | $253.7 萬 | 0.01% | −697,988−96.4% | 減碼 |
| Advisory Services Network, LLC | 25,683 | $251.5 萬 | 0.05% | +5,928+30.0% | 加碼 |
| Utah Retirement Systems | 25,419 | $248.9 萬 | 0.03% | 00.0% | 不變 |
| Nordea Investment Management AB | 25,943 | $246.5 萬 | 0.00% | +13,552+109.4% | 加碼 |
| SummitTX Capital, L.P. | 25,042 | $245.2 萬 | 0.11% | +25,042 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 25,000 | $244.8 萬 | 0.02% | +25,000 | 新進 |
| Toroso Investments, LLC | 24,594 | $240.8 萬 | 0.02% | −8,136−24.9% | 減碼 |
| Archon Capital Management LLC | 24,000 | $235.0 萬 | 2.48% | +14,000+140.0% | 加碼 |
| Omers Administration Corp | 23,961 | $234.6 萬 | 0.02% | +3,650+18.0% | 加碼 |
| Agf Management Ltd | 23,555 | $230.6 萬 | 0.01% | +23,555 | 新進 |
| Allen Investment Management LLC | 23,400 | $229.1 萬 | 0.03% | 00.0% | 不變 |
| Victory Capital Management Inc | 23,196 | $227.1 萬 | 0.00% | +5,399+30.3% | 加碼 |
| Pathstone Holdings, LLC | 23,094 | $226.2 萬 | 0.01% | −441−1.9% | 減碼 |
| Occudo Quantitative Strategies LP | 22,842 | $226.1 萬 | 0.30% | +10,842+90.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 22,970 | $224.9 萬 | 0.00% | +3,763+19.6% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $220.3 萬 | 0.10% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 22,324 | $218.6 萬 | 0.02% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 22,249 | $217.8 萬 | 0.23% | +13,287+148.3% | 加碼 |
| CWM, LLC | 22,250 | $217.8 萬 | 0.01% | −476−2.1% | 減碼 |
| Oak Harvest Investment Services | 22,175 | $217.1 萬 | 0.30% | +6,487+41.4% | 加碼 |
| Ethic Inc. | 22,116 | $217.1 萬 | 0.04% | +8,732+65.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 21,999 | $215.4 萬 | 0.17% | +21,999 | 新進 |
| Donoghue Forlines LLC | 21,899 | $214.4 萬 | 0.68% | +21,899 | 新進 |
| Toronto Dominion Bank | 21,855 | $214.0 萬 | 0.01% | +1,311+6.4% | 加碼 |
| LSV Asset Management | 21,780 | $213.2 萬 | 0.01% | −129,660−85.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 19,560 | $210.3 萬 | 0.10% | +1,137+6.2% | 加碼 |
| Soltis Investment Advisors LLC | 21,297 | $208.5 萬 | 0.19% | +21,297 | 新進 |
| Elo Mutual Pension Insurance Co | 20,694 | $202.6 萬 | 0.05% | +8,534+70.2% | 加碼 |
| Neo Ivy Capital Management | 20,104 | $196.8 萬 | 0.63% | +20,104 | 新進 |
| RJA Asset Management LLC | 20,082 | $196.6 萬 | 0.61% | −159,200−88.8% | 減碼 |
| Generali Asset Management SPA SGR | 20,060 | $196.4 萬 | 0.05% | +2,357+13.3% | 加碼 |
| Truist Financial Corp | 20,026 | $196.1 萬 | 0.00% | +2,192+12.3% | 加碼 |
| JustInvest LLC | 19,349 | $189.4 萬 | 0.03% | +1,587+8.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 19,332 | $189.3 萬 | 0.00% | −2,783−12.6% | 減碼 |
| We Are One Seven, LLC | 19,326 | $189.2 萬 | 0.07% | +91+0.5% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 19,104 | $187.0 萬 | 0.61% | −1,819−8.7% | 減碼 |
| CI Private Wealth, LLC | 18,685 | $183.0 萬 | 0.00% | +804+4.5% | 加碼 |
| Nissay Asset Management Corp | 18,144 | $177.6 萬 | 0.01% | −716−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 18,074 | $176.9 萬 | 0.00% | −10,940−37.7% | 減碼 |
| RBF Capital, LLC | 18,003 | $176.3 萬 | 0.11% | +1,500+9.1% | 加碼 |
| Xponance, Inc. | 17,802 | $174.3 萬 | 0.02% | +179+1.0% | 加碼 |
| RSM US Wealth Management LLC | 17,231 | $168.7 萬 | 0.03% | +784+4.8% | 加碼 |
| Centiva Capital, LP | 17,186 | $168.3 萬 | 0.10% | +2,911+20.4% | 加碼 |
| Alpha Cubed Investments, LLC | 16,866 | $165.1 萬 | 0.07% | +5,896+53.7% | 加碼 |
| Point72 (DIFC) Ltd | 16,810 | $164.6 萬 | 0.16% | −26,807−61.5% | 減碼 |
| Mediolanum International Funds Ltd | 16,551 | $163.8 萬 | 0.02% | −37,016−69.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 16,726 | $163.8 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 16,653 | $163.0 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 16,309 | $159.7 萬 | 0.00% | −21,293−56.6% | 減碼 |
| Lido Advisors, LLC | 16,149 | $158.1 萬 | 0.01% | +308+1.9% | 加碼 |
| Kinneret Advisory, LLC | 16,010 | $156.8 萬 | 0.16% | −53−0.3% | 減碼 |