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、7 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 2 季 13F 持有人
Twilio Inc 在 2025/6/30 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
- 823
- 較 2025 年第 1 季 +61 家
- 持有股數
- 1.31 億
- 較 2025 年第 1 季 +1,146 萬 (+9.6%)
- 總市值
- $163.1 億
- 較 2025 年第 1 季 +$45.9 億 (+39.1%)
- 新進機構
- 165
- 另有 287 家加碼
- 清倉機構
- 104
- 另有 259 家減碼
另有 13 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,913,966 | $18.5 億 | 0.03% | −82,387−0.5% | 減碼 |
| JPMorgan Chase & Co | 12,161,903 | $15.1 億 | 0.10% | +2,591,882+27.1% | 加碼 |
| BlackRock, Inc. | 12,102,329 | $15.1 億 | 0.03% | +1,535,581+14.5% | 加碼 |
| FMR LLC | 4,876,579 | $6.06 億 | 0.03% | +2,266,515+86.8% | 加碼 |
| State Street Corp | 3,978,844 | $4.95 億 | 0.02% | −100,883−2.5% | 減碼 |
| Sachem Head Capital Management LP | 3,295,000 | $4.10 億 | 12.79% | 00.0% | 不變 |
| Jericho Capital Asset Management L.P. | 2,859,363 | $3.56 億 | 4.74% | −421,000−12.8% | 減碼 |
| Royal Bank of Canada | 2,762,477 | $3.44 億 | 0.07% | +2,605,837+1,663.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,724,947 | $3.39 億 | 0.24% | −417,793−13.3% | 減碼 |
| Geode Capital Management, LLC | 2,548,761 | $3.16 億 | 0.02% | −27,239−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 2,135,096 | $2.66 億 | 0.05% | +214,653+11.2% | 加碼 |
| Morgan Stanley | 1,980,087 | $2.46 億 | 0.02% | −118,944−5.7% | 減碼 |
| UBS Group AG | 1,965,741 | $2.44 億 | 0.05% | +1,237,279+169.8% | 加碼 |
| Alyeska Investment Group, L.P. | 1,892,908 | $2.35 億 | 0.83% | −178,918−8.6% | 減碼 |
| Norges Bank | 1,840,436 | $2.29 億 | 0.03% | −111,179−5.7% | 減碼 |
| Ninety One UK Ltd | 1,705,199 | $2.12 億 | 0.50% | +1,705,199 | 新進 |
| Pictet Asset Management Holding SA | 1,702,529 | $2.12 億 | 0.22% | +137,628+8.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,474,688 | $1.83 億 | 0.04% | −229,488−13.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,418,754 | $1.76 億 | 0.29% | +521,713+58.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,242,639 | $1.55 億 | 0.03% | −22,799−1.8% | 減碼 |
| Northern Trust Corp | 1,192,082 | $1.48 億 | 0.02% | +23,135+2.0% | 加碼 |
| Qube Research & Technologies Ltd | 1,129,453 | $1.40 億 | 0.20% | −487,852−30.2% | 減碼 |
| Bank of America Corp | 1,126,335 | $1.40 億 | 0.01% | +663,777+143.5% | 加碼 |
| Nordea Investment Management AB | 1,123,638 | $1.40 億 | 0.13% | +1,097,695+4,231.2% | 加碼 |
| Amundi | 1,156,722 | $1.35 億 | 0.05% | +267,202+30.0% | 加碼 |
| KBC Group NV | 1,061,231 | $1.32 億 | 0.36% | +115,637+12.2% | 加碼 |
| First Trust Advisors LP | 982,645 | $1.22 億 | 0.10% | +106,044+12.1% | 加碼 |
| Deutsche Bank AG | 924,397 | $1.15 億 | 0.04% | +14,605+1.6% | 加碼 |
| Legal & General Group Plc | 882,290 | $1.10 億 | 0.03% | +91,676+11.6% | 加碼 |
| Goldman Sachs Group Inc | 837,371 | $1.04 億 | 0.02% | +431,708+106.4% | 加碼 |
| Westfield Capital Management Co LP | 806,789 | $1.00 億 | 0.42% | −12,175−1.5% | 減碼 |
| Polar Capital Holdings Plc | 792,236 | $9,852 萬 | 0.52% | −337,234−29.9% | 減碼 |
| Point72 Asset Management, L.P. | 779,881 | $9,699 萬 | 0.23% | +494,363+173.1% | 加碼 |
| Bank of New York Mellon Corp | 772,013 | $9,601 萬 | 0.02% | −82,743−9.7% | 減碼 |
| Man Group plc | 742,898 | $9,239 萬 | 0.20% | −89,358−10.7% | 減碼 |
| Frontier Capital Management Co LLC | 731,188 | $9,093 萬 | 0.84% | −27,657−3.6% | 減碼 |
| Atreides Management, LP | 730,300 | $9,082 萬 | 2.52% | +614,943+533.1% | 加碼 |
| Freestone Grove Partners LP | 715,826 | $8,902 萬 | 0.67% | +87,916+14.0% | 加碼 |
| No Street GP LP | 668,193 | $8,310 萬 | 6.21% | +25,000+3.9% | 加碼 |
| Citadel Advisors LLC | 636,790 | $7,919 萬 | 0.07% | +583,354+1,091.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 633,220 | $7,875 萬 | 3.07% | +633,220 | 新進 |
| Invesco Ltd. | 618,224 | $7,688 萬 | 0.01% | +96,514+18.5% | 加碼 |
| Millennium Management LLC | 610,225 | $7,589 萬 | 0.07% | −346,173−36.2% | 減碼 |
| Glenmede Investment Management, LP | 560,891 | $6,975 萬 | 0.35% | +560,891 | 新進 |
| Castle Hook Partners LP | 558,776 | $6,949 萬 | 1.02% | +558,776 | 新進 |
| Acadian Asset Management LLC | 553,102 | $6,877 萬 | 0.14% | +205,712+59.2% | 加碼 |
| Neuberger Berman Group LLC | 547,192 | $6,805 萬 | 0.05% | +544,060+17,371.0% | 加碼 |
| Schroder Investment Management Group | 536,997 | $6,678 萬 | 0.06% | +194,200+56.7% | 加碼 |
| Maplelane Capital, LLC | 515,000 | $6,405 萬 | 3.95% | −230,000−30.9% | 減碼 |
| Captrust Financial Advisors | 512,784 | $6,377 萬 | 0.14% | +499,184+3,670.5% | 加碼 |
| AQR Capital Management LLC | 506,712 | $6,296 萬 | 0.05% | −58,762−10.4% | 減碼 |
| Wells Fargo & Company | 493,233 | $6,134 萬 | 0.01% | +25,215+5.4% | 加碼 |
| Principal Financial Group Inc | 464,398 | $5,775 萬 | 0.03% | +39,805+9.4% | 加碼 |
| Jane Street Group, LLC | 464,373 | $5,775 萬 | 0.09% | −102,946−18.1% | 減碼 |
| Swiss National Bank | 440,800 | $5,482 萬 | 0.03% | +29,800+7.3% | 加碼 |
| Blue Grotto Capital, LLC | 428,352 | $5,327 萬 | 6.43% | +218,352+104.0% | 加碼 |
| Susquehanna International Group, LLP | 410,963 | $5,111 萬 | 0.08% | +296,310+258.4% | 加碼 |
| Jupiter Asset Management Ltd | 403,811 | $5,022 萬 | 0.42% | +207,367+105.6% | 加碼 |
| Bridgewater Associates, LP | 376,378 | $4,681 萬 | 0.19% | +200,353+113.8% | 加碼 |
| Ameriprise Financial Inc | 351,987 | $4,377 萬 | 0.01% | +66,053+23.1% | 加碼 |
| Marshall Wace, LLP | 350,195 | $4,355 萬 | 0.05% | −35,239−9.1% | 減碼 |
| Temasek Holdings (Private) Ltd | 349,729 | $4,349 萬 | 0.17% | +162,186+86.5% | 加碼 |
| Nuveen, LLC | 338,256 | $4,207 萬 | 0.01% | −72,519−17.7% | 減碼 |
| Assenagon Asset Management S.A. | 331,326 | $4,120 萬 | 0.07% | +129,849+64.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 331,143 | $4,118 萬 | 0.03% | −4,831−1.4% | 減碼 |
| Barclays PLC | 319,535 | $3,974 萬 | 0.02% | +142,958+81.0% | 加碼 |
| Alta Park Capital, LP | 305,818 | $3,803 萬 | 4.69% | +305,818 | 新進 |
| O'Shaughnessy Asset Management, LLC | 302,689 | $3,764 萬 | 0.26% | +97,775+47.7% | 加碼 |
| Virginia Retirement Systems Et Al | 302,400 | $3,761 萬 | 0.26% | +187,400+163.0% | 加碼 |
| Oribel Capital Management, LP | 301,000 | $3,743 萬 | 1.98% | +301,000 | 新進 |
| Rhumbline Advisers | 299,619 | $3,726 萬 | 0.03% | +125,080+71.7% | 加碼 |
| Great West Life Assurance Co | 291,826 | $3,633 萬 | 0.06% | +35,236+13.7% | 加碼 |
| California Public Employees Retirement System | 280,025 | $3,482 萬 | 0.02% | +3,931+1.4% | 加碼 |
| Truist Financial Corp | 277,707 | $3,454 萬 | 0.05% | +257,681+1,286.7% | 加碼 |
| Macquarie Group Ltd | 270,173 | $3,360 萬 | 0.04% | −1,032−0.4% | 減碼 |
| Driehaus Capital Management LLC | 268,404 | $3,338 萬 | 0.27% | +21,365+8.6% | 加碼 |
| Envestnet Asset Management Inc | 266,336 | $3,312 萬 | 0.01% | +184,216+224.3% | 加碼 |
| Raymond James Financial Inc | 259,621 | $3,229 萬 | 0.01% | +12,298+5.0% | 加碼 |
| LMR Partners LLP | 250,000 | $3,109 萬 | 0.48% | 00.0% | 不變 |
| Readystate Asset Management LP | 246,068 | $3,060 萬 | 1.27% | +246,068 | 新進 |
| Comerica Bank | 243,905 | $3,033 萬 | 0.12% | +12,215+5.3% | 加碼 |
| Wellington Management Group LLP | 241,651 | $3,005 萬 | 0.01% | −18,418−7.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 240,127 | $2,986 萬 | 0.02% | +23,793+11.0% | 加碼 |
| Balyasny Asset Management LLC | 233,751 | $2,907 萬 | 0.07% | −434,068−65.0% | 減碼 |
| California State Teachers Retirement System | 233,644 | $2,906 萬 | 0.03% | +838+0.4% | 加碼 |
| Two Sigma Investments, LP | 231,514 | $2,879 萬 | 0.05% | −1,217,546−84.0% | 減碼 |
| Cooper Creek Partners Management LLC | 231,506 | $2,879 萬 | 0.96% | −5,230−2.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 231,488 | $2,879 萬 | 0.31% | +50,431+27.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 221,411 | $2,753 萬 | 0.05% | −18,157−7.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 233,117 | $2,733 萬 | 0.05% | −11,400−4.7% | 減碼 |
| Capital Fund Management S.A. | 219,052 | $2,724 萬 | 0.30% | +219,052 | 新進 |
| Engineers Gate Manager LP | 213,759 | $2,658 萬 | 0.33% | +73,170+52.0% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $2,518 萬 | 0.37% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 200,475 | $2,493 萬 | 0.64% | −161,680−44.6% | 減碼 |
| Railway Pension Investments Ltd | 199,727 | $2,484 萬 | 0.35% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 197,585 | $2,457 萬 | 0.04% | −146,219−42.5% | 減碼 |
| Blair William & Co | 194,540 | $2,419 萬 | 0.07% | −6,115−3.0% | 減碼 |
| Picton Mahoney Asset Management | 194,423 | $2,418 萬 | 0.34% | +32,425+20.0% | 加碼 |
| Vinva Investment Management Ltd | 190,668 | $2,358 萬 | 0.63% | +29,187+18.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 176,453 | $2,194 萬 | 0.13% | +1,881+1.1% | 加碼 |