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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 季與 2025 年第 1 季比較

持有 Twilio Inc 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

TWLO 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數77513822+60
股數1.21 億116.1 萬1.31 億+1,146 萬 (+9.6%)
市值$118.3 億$1.14 億$163.1 億+$45.9 億 (+39.1%)

13 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(164 家)

2025 年第 2 季季末持有 Twilio Inc、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 164 家。

2025 年第 2 季新進 TWLO 的機構
機構股數市值佔組合 %
Ninety One UK Ltd1,705,199$2.12 億0.50%
Summit Partners Public Asset Management, LLC633,220$7,875 萬3.07%
Glenmede Investment Management, LP560,891$6,975 萬0.35%
Castle Hook Partners LP558,776$6,949 萬1.02%
Alta Park Capital, LP305,818$3,803 萬4.69%
Oribel Capital Management, LP301,000$3,743 萬1.98%
Readystate Asset Management LP246,068$3,060 萬1.27%
Capital Fund Management S.A.219,052$2,724 萬0.30%
Pacific Heights Asset Management LLC160,000$1,990 萬1.06%
Telemark Asset Management, LLC100,000$1,244 萬1.32%
Zweig-DiMenna Associates LLC93,000$1,157 萬1.19%
Metavasi Capital LP70,000$870.5 萬3.87%
Swedbank AB66,408$825.8 萬0.01%
FIL Ltd50,330$625.9 萬0.01%
Chase Investment Counsel Corp50,277$625.2 萬2.00%
Stanley-Laman Group, Ltd.49,014$609.5 萬0.91%
Capital Advantage, Inc.46,480$578.0 萬0.92%
Knights of Columbus Asset Advisors LLC38,668$480.9 萬0.29%
Alight Capital Management LP35,000$435.3 萬1.11%
Wakefield Asset Management LLLP30,063$373.9 萬1.04%
Royal Fund Management, LLC29,820$370.8 萬0.40%
Ninety One SA (PTY) Ltd25,215$313.6 萬0.52%
ExodusPoint Capital Management, LP23,833$296.4 萬0.04%
Altman Advisors, Inc.20,661$242.2 萬0.99%
DDD Partners, LLC18,487$229.9 萬0.25%
Oddo BHF Asset Management SAS17,030$211.8 萬0.08%
Diker Management LLC16,000$199.0 萬1.87%
1832 Asset Management L.P.15,192$188.9 萬0.00%
Hudson Bay Capital Management LP14,903$185.3 萬0.01%
Winton Group Ltd13,416$166.8 萬0.09%
Polen Capital Management LLC13,313$165.6 萬0.01%
Global Retirement Partners, LLC12,134$150.9 萬0.04%
Natixis Advisors, L.P.11,674$145.2 萬0.00%
State of Wyoming11,430$142.1 萬0.17%
Shelton Wealth Management, LLC10,583$131.6 萬0.66%
Baker Avenue Asset Management, LP10,087$125.4 萬0.04%
Oak Thistle LLC9,396$116.8 萬0.17%
Connective Capital Management, LLC8,743$108.7 萬1.02%
Options Solutions, LLC8,370$104.1 萬0.37%
Hel Ved Capital Management Ltd8,350$103.8 萬0.47%
Dana Investment Advisors, Inc.8,258$102.7 萬0.03%
Encompass More Asset Management8,067$100.3 萬0.23%
Legal Advantage Investments, Inc.8,000$99.5 萬0.47%
Twin Capital Management Inc7,975$99.2 萬0.11%
Envestnet Portfolio Solutions, Inc.7,926$98.6 萬0.00%
Integrated Quantitative Investments LLC7,890$98.1 萬0.29%
Sender Co & Partners, Inc.7,686$95.6 萬0.27%
Moore Capital Management, LP7,014$87.2 萬0.02%
Capstone Investment Advisors, LLC6,585$81.9 萬0.01%
Board of the Pension Protection Fund6,100$75.9 萬0.82%
Qtron Investments LLC5,996$74.6 萬0.10%
Atria Wealth Solutions, Inc.5,851$72.1 萬0.02%
Synovus Financial Corp5,734$71.3 萬0.01%
American Trust5,321$66.2 萬0.06%
Park Avenue Securities LLC4,999$62.2 萬0.01%
GLOBALT Investments LLC4,944$61.5 萬0.02%
Paloma Partners Management Co4,901$60.9 萬0.14%
Quadcap Wealth Management, LLC4,280$53.2 萬0.07%
GraniteShares Advisors LLC4,171$51.9 萬0.32%
Two Sigma Securities, LLC4,166$51.8 萬0.06%
Erste Asset Management GmbH4,222$51.4 萬0.00%
Shay Capital LLC4,100$51.0 萬0.12%
Callan Family Office, LLC4,040$50.2 萬0.02%
Gladstone Institutional Advisory LLC3,977$49.5 萬0.02%
Financiere des Professionnels - Fonds d,investissement inc.3,832$47.7 萬0.03%
Peak Financial Advisors LLC3,831$47.6 萬0.24%
Sapience Investments, LLC3,761$46.8 萬0.31%
WPWealth LLP3,701$46.0 萬0.08%
Wetherby Asset Management Inc3,664$45.6 萬0.02%
West Michigan Advisors, LLC3,614$44.9 萬0.13%
Wisconsin Wealth Advisors, LLC3,519$43.8 萬0.50%
Catalytic Wealth RIA, LLC3,386$42.1 萬0.03%
Vise Technologies, Inc.3,342$41.6 萬0.02%
Kathmere Capital Management, LLC3,328$41.4 萬0.03%
Compass Capital Corp3,395$39.5 萬0.19%
Register Financial Advisors LLC3,000$37.3 萬0.16%
Sherbrooke Park Advisers LLC2,961$36.8 萬0.16%
Brinker Capital Investments, LLC2,577$32.0 萬0.00%
Laurion Capital Management LP2,508$31.2 萬0.04%
Inscription Capital, LLC2,481$30.9 萬0.04%
Blueshift Asset Management, LLC2,298$28.6 萬0.09%
Independent Financial Group, LLC2,248$28.0 萬0.01%
IFG Advisory, LLC2,150$26.7 萬0.01%
RMB Capital Management, LLC2,110$26.2 萬0.00%
Massar Capital Management, LP2,098$26.1 萬0.20%
Austin Private Wealth, LLC2,085$25.9 萬0.02%
Whalen Wealth Management Inc.2,072$25.8 萬0.16%
Sivia Capital Partners, LLC2,019$25.1 萬0.09%
Tocqueville Asset Management L.P.1,975$24.6 萬0.00%
Fulton Bank, N.A.1,965$24.4 萬0.01%
Clear Creek Financial Management, LLC1,945$24.2 萬0.02%
Personal Cfo Solutions, LLC1,939$24.1 萬0.04%
Warren Averett Asset Management, LLC1,925$23.9 萬0.00%
McAdam, LLC1,914$23.8 萬0.01%
Beacon Pointe Advisors, LLC1,911$23.8 萬0.00%
Simplicity Wealth,LLC1,906$23.7 萬0.01%
City National Bank of Florida1,906$23.7 萬0.17%
HBW Advisory Services LLC1,897$23.6 萬0.03%
Optas, LLC1,894$23.6 萬0.04%
Venturi Wealth Management, LLC1,886$23.5 萬0.01%

清倉機構(104 家)

2025 年第 1 季季末持有 Twilio Inc、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 104 家。

2025 年第 2 季清倉 TWLO 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Slate Path Capital LP1,106,000$1.08 億
Capital World Investors585,957$5,737 萬
Styrax Capital, LP501,795$4,913 萬
Voloridge Investment Management, LLC463,515$4,538 萬
Twinbeech Capital LP368,873$3,612 萬
Tudor Investment Corp Et Al300,376$2,941 萬
Viking Global Investors LP大師維京全球投資255,514$2,502 萬
Renaissance Technologies LLC226,095$2,214 萬
Cubist Systematic Strategies, LLC174,337$1,707 萬
Squarepoint Ops LLC128,770$1,261 萬
Worldquant Millennium Advisors LLC100,029$979.4 萬
Jump Financial, LLC97,332$953.0 萬
Honeycomb Asset Management LP95,500$935.0 萬
PGGM Investments67,850$664.3 萬
Simplex Trading, LLC65,891$645.1 萬
Magnetar Financial LLC60,850$595.8 萬
CloudAlpha Capital Management Limited/Hong Kong55,477$543.2 萬
HAP Trading, LLC46,392$454.2 萬
Scalar Gauge Management, LLC44,000$430.8 萬
Trexquant Investment LP43,702$427.9 萬
Consolidated Planning Corp42,943$420.5 萬
FORA Capital, LLC41,690$408.2 萬
HRT Financial LP41,177$403.1 萬
Quantbot Technologies LP38,821$380.1 萬
Estate Counselors, LLC37,097$363.2 萬
Entropy Technologies, LP36,772$360.0 萬
Sciencast Management LP29,507$288.9 萬
Healthcare of Ontario Pension Plan Trust Fund29,200$285.9 萬
One68 Global Capital, LLC27,000$264.4 萬
Fieldview Capital Management, LLC26,565$260.1 萬
Agf Management Ltd23,555$230.6 萬
Allen Investment Management LLC23,400$229.1 萬
Occudo Quantitative Strategies LP22,842$226.1 萬
Qsemble Capital Management, LP22,249$217.8 萬
Campbell & CO Investment Adviser LLC21,999$215.4 萬
Donoghue Forlines LLC21,899$214.4 萬
Neo Ivy Capital Management20,104$196.8 萬
Centiva Capital, LP17,186$168.3 萬
Point72 (DIFC) Ltd16,810$164.6 萬
Aigen Investment Management, LP15,598$152.7 萬
Wexford Capital LP15,000$146.9 萬
Machina Capital S.A.S.14,693$143.9 萬
Redwood Investment Management, LLC13,463$131.8 萬
Versor Investments LP13,428$131.5 萬
New Millennium Group LLC13,206$129.3 萬
Graham Capital Management, L.P.9,590$93.9 萬
Axq Capital, LP9,072$88.8 萬
Highland Capital Management, LLC8,641$84.6 萬
XTX Topco Ltd8,396$82.2 萬
Ontario Teachers Pension Plan Board8,330$81.6 萬
Dark Forest Capital Management LP8,250$80.8 萬
Lecap Asset Management Ltd7,789$76.3 萬
Marathon Trading Investment Management LLC7,500$73.4 萬
Semanteon Capital Management, LP7,035$68.9 萬
Allstate Corp6,923$67.8 萬
GWN Securities Inc.4,800$54.4 萬
TownSquare Capital, LLC5,058$49.5 萬
Boston Private Wealth LLC4,869$47.7 萬
Sumitomo Mitsui Financial Group, Inc.4,000$39.6 萬
PFG Investments, LLC3,563$34.9 萬
Scientech Research LLC3,135$30.7 萬
Oversea-Chinese Banking CORP Ltd2,976$29.1 萬
Jefferies Financial Group Inc.2,869$28.1 萬
GTS Securities LLC2,725$26.7 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,670$26.1 萬
Inceptionr LLC2,612$25.6 萬
HighPoint Advisor Group LLC2,617$25.2 萬
Sanders Morris Harris LLC2,500$24.5 萬
Valliance Asset Management Ltd2,500$24.5 萬
Oxinas Partners Wealth Management LLC2,420$23.7 萬
BTG Pactual Asset Management US LLC2,338$22.9 萬
Meiji Yasuda Asset Management Co Ltd.2,170$21.2 萬
Cooper Financial Group2,079$20.4 萬
Quent Capital, LLC1,483$14.5 萬
Corebridge Financial, Inc.1,364$13.4 萬
Quadrant Capital Group LLC820$8.03 萬
Ofi Invest Asset Management657$5.96 萬
Wayfinding Financial, LLC561$5.40 萬
Greykasell Wealth Strategies, Inc.470$4.60 萬
Cloud Capital Management, LLC348$3.40 萬
Riverview Trust Co262$2.57 萬
Ravenstone Capital Management Inc.120$1.17 萬
Pacific Center for Financial Services100$9,791
Hexagon Capital Partners LLC84$8,224
Harel Insurance Investments & Financial Services Ltd.77$8,000
Carolinas Wealth Consulting LLC69$6,756
Saudi Central Bank57$5,581
Whittier Trust Co44$4,307
Gold Investment Management Ltd.38$3,721
Global Financial Private Client, LLC31$3,035
Horizon Financial Services, LLC25$2,448
Synergy Investment Management, LLC24$2,350
GKV Capital Management Co., Inc.22$2,154
Atlantic Trust, LLC19$1,861
UMA Financial Services, Inc.19$1,861
Continuum Advisory, LLC16$1,567
Salem Investment Counselors Inc14$1,371
Mather Group, LLC.12$1,126
Curio Wealth, LLC1$1,081
Caitong International Asset Management Co., Ltd11$1,077

尚未申報 2025 年第 2 季的機構(13 家)

2025 年第 1 季季末持有 Twilio Inc、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 TWLO、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Glenmede Trust Co NA570,224$5,583 萬
Kodai Capital Management LP498,941$4,885 萬
CAPROCK Group, Inc.35,440$347.0 萬
Credit Agricole S A33,647$329.4 萬
Vista Wealth Management Group, LLC7,829$76.7 萬
Sheaff Brock Investment Advisors, LLC4,305$42.2 萬
Rakuten Investment Management, Inc.4,021$39.8 萬
Cable Hill Partners, LLC2,081$20.1 萬
Noble Wealth Management PBC1,600$15.7 萬
Caas Capital Management LP1,150$11.3 萬
Lindbrook Capital, LLC855$8.37 萬
Sandy Spring Bank799$7.82 萬
Sofos Investments, Inc.283$2.77 萬