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 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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 31,802 | $395.5 萬 | 0.32% | −120.0% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,923 | $397.0 萬 | 0.11% | −65,708−67.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $401.9 萬 | 0.01% | +954+3.0% | 加碼 |
| Clayton Partners LLC | 32,895 | $409.1 萬 | 3.44% | −3,459−9.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,692 | $431.4 萬 | 0.04% | +2,700+8.4% | 加碼 |
| Alight Capital Management LP | 35,000 | $435.3 萬 | 1.11% | +35,000 | 新進 |
| Oak Harvest Investment Services | 35,074 | $436.2 萬 | 0.55% | +12,899+58.2% | 加碼 |
| Forte Capital LLC | 35,080 | $436.3 萬 | 0.47% | +2,013+6.1% | 加碼 |
| Thames Capital Management LLC | 35,799 | $445.2 萬 | 1.01% | −38,799−52.0% | 減碼 |
| California First Leasing Corp | 36,200 | $450.2 萬 | 1.87% | +5,900+19.5% | 加碼 |
| IFM Investors Pty Ltd | 36,287 | $451.3 萬 | 0.04% | +676+1.9% | 加碼 |
| Handelsbanken Fonder AB | 36,300 | $451.4 萬 | 0.02% | −2,800−7.2% | 減碼 |
| Leuthold Group, LLC | 36,638 | $455.6 萬 | 0.54% | −3,521−8.8% | 減碼 |
| Commonwealth Equity Services, LLC | 36,905 | $459.0 萬 | 0.01% | −643−1.7% | 減碼 |
| Condor Capital Management | 38,402 | $477.6 萬 | 0.41% | +11,719+43.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 38,668 | $480.9 萬 | 0.29% | +38,668 | 新進 |
| Investment Management Corp of Ontario | 39,342 | $489.3 萬 | 0.07% | +4,145+11.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 40,263 | $500.7 萬 | 0.02% | −286−0.7% | 減碼 |
| CIBC World Markets Inc. | 40,348 | $501.8 萬 | 0.01% | −38,989−49.1% | 減碼 |
| Stifel Financial Corp | 40,809 | $507.5 萬 | 0.00% | +1,834+4.7% | 加碼 |
| Gotham Asset Management, LLC | 41,151 | $511.8 萬 | 0.03% | +4,359+11.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 42,116 | $523.8 萬 | 0.03% | −7,184−14.6% | 減碼 |
| Victory Capital Management Inc | 42,405 | $527.3 萬 | 0.00% | +19,209+82.8% | 加碼 |
| Arizona State Retirement System | 42,554 | $529.2 萬 | 0.03% | +415+1.0% | 加碼 |
| Bank of Montreal | 42,902 | $533.5 萬 | 0.00% | +5,225+13.9% | 加碼 |
| Nomura Asset Management Co Ltd | 43,495 | $540.9 萬 | 0.01% | +115+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 44,280 | $550.7 萬 | 0.03% | −2,479−5.3% | 減碼 |
| Nisa Investment Advisors, LLC | 44,939 | $558.9 萬 | 0.03% | +2,935+7.0% | 加碼 |
| Capital Advantage, Inc. | 46,480 | $578.0 萬 | 0.92% | +46,480 | 新進 |
| Farmers Trust Co | 47,258 | $587.7 萬 | 1.10% | −2,776−5.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 48,429 | $601.3 萬 | 0.03% | +3,119+6.9% | 加碼 |
| Creative Planning | 48,531 | $603.5 萬 | 0.01% | −107−0.2% | 減碼 |
| Leonteq Securities AG | 48,623 | $604.7 萬 | 0.36% | +10,476+27.5% | 加碼 |
| La Banque Postale Asset Management SA | 48,877 | $607.8 萬 | 0.09% | +7,872+19.2% | 加碼 |
| Stanley-Laman Group, Ltd. | 49,014 | $609.5 萬 | 0.91% | +49,014 | 新進 |
| State of New Jersey Common Pension Fund D | 49,471 | $615.2 萬 | 0.02% | −719−1.4% | 減碼 |
| Chase Investment Counsel Corp | 50,277 | $625.2 萬 | 2.00% | +50,277 | 新進 |
| FIL Ltd | 50,330 | $625.9 萬 | 0.01% | +50,330 | 新進 |
| Cetera Investment Advisers | 51,950 | $646.1 萬 | 0.01% | +2,043+4.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 52,887 | $657.8 萬 | 0.03% | +1,930+3.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 53,531 | $665.7 萬 | 0.02% | +7,834+17.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 54,400 | $676.5 萬 | 0.05% | −8,200−13.1% | 減碼 |
| CWA Asset Management Group, LLC | 55,843 | $694.5 萬 | 0.29% | +6,874+14.0% | 加碼 |
| Selective Wealth Management, Inc. | 57,257 | $695.6 萬 | 2.54% | −1,763−3.0% | 減碼 |
| UniSuper Management Pty Ltd | 57,008 | $709.0 萬 | 0.05% | +19,841+53.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 58,579 | $728.5 萬 | 0.03% | +51,208+694.7% | 加碼 |
| Federated Hermes, Inc. | 58,717 | $730.2 萬 | 0.01% | −2,744−4.5% | 減碼 |
| Empowered Funds, LLC | 60,133 | $747.8 萬 | 0.08% | −5,283−8.1% | 減碼 |
| 13D Management LLC | 60,755 | $755.5 萬 | 6.89% | −1,785−2.9% | 減碼 |
| 180 Wealth Advisors, LLC | 61,526 | $765.1 萬 | 1.07% | −2,267−3.6% | 減碼 |
| Walleye Trading LLC | 62,582 | $778.3 萬 | 0.19% | +61,082+4,072.1% | 加碼 |
| Boothbay Fund Management, LLC | 63,026 | $783.8 萬 | 0.25% | +57,313+1,003.2% | 加碼 |
| Treasurer of the State of North Carolina | 66,053 | $821.4 萬 | 0.03% | −3,952−5.6% | 減碼 |
| Swedbank AB | 66,408 | $825.8 萬 | 0.01% | +66,408 | 新進 |
| Caxton Associates LLP | 66,702 | $829.5 萬 | 0.21% | +37,335+127.1% | 加碼 |
| Asset Management One Co.,Ltd. | 66,733 | $829.9 萬 | 0.03% | +12,205+22.4% | 加碼 |
| Circumference Group LLC | 67,000 | $833.2 萬 | 8.64% | +17,000+34.0% | 加碼 |
| Level Four Advisory Services, LLC | 67,349 | $837.6 萬 | 0.31% | −2,207−3.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 67,838 | $843.6 萬 | 0.03% | −18,309−21.3% | 減碼 |
| Wolverine Trading, LLC | 69,149 | $848.7 萬 | 0.22% | +24,120+53.6% | 加碼 |
| Beaconlight Capital, LLC | 68,753 | $855.0 萬 | 5.00% | +58,786+589.8% | 加碼 |
| Metavasi Capital LP | 70,000 | $870.5 萬 | 3.87% | +70,000 | 新進 |
| Concentric Capital Strategies, LP | 71,138 | $884.7 萬 | 0.50% | +68,046+2,200.7% | 加碼 |
| Delta Global Management LP | 71,159 | $884.9 萬 | 0.59% | −129,758−64.6% | 減碼 |
| Mariner, LLC | 72,411 | $900.3 萬 | 0.01% | −4,679−6.1% | 減碼 |
| Achmea Investment Management B.V. | 72,454 | $901.0 萬 | 0.12% | +5,110+7.6% | 加碼 |
| Prudential Financial Inc | 91,630 | $901.3 萬 | 0.01% | +60,107+190.7% | 加碼 |
| Panagora Asset Management Inc | 74,722 | $929.2 萬 | 0.04% | −5,977−7.4% | 減碼 |
| AXA S.A. | 75,001 | $932.7 萬 | 0.03% | +43,683+139.5% | 加碼 |
| New York State Common Retirement Fund | 76,181 | $947.4 萬 | 0.01% | −4,000−5.0% | 減碼 |
| Ieq Capital, LLC | 76,670 | $953.5 萬 | 0.06% | −174,395−69.5% | 減碼 |
| APG Asset Management N.V. | 90,412 | $957.8 萬 | 0.03% | +2,746+3.1% | 加碼 |
| IMC-Chicago, LLC | 77,358 | $962.0 萬 | 0.24% | +2,267+3.0% | 加碼 |
| Tairen Capital Ltd | 80,318 | $998.8 萬 | 1.02% | −253,950−76.0% | 減碼 |
| Cerity Partners LLC | 81,222 | $1,010 萬 | 0.02% | −17,474−17.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,175 | $1,047 萬 | 0.02% | +8,116+10.7% | 加碼 |
| Colony Group, LLC | 84,849 | $1,055 萬 | 0.02% | +19,814+30.5% | 加碼 |
| Forsta Ap-Fonden | 86,200 | $1,072 萬 | 0.07% | +6,600+8.3% | 加碼 |
| Pinebridge Investments, L.P. | 87,375 | $1,087 萬 | 0.09% | +9,164+11.7% | 加碼 |
| Los Angeles Capital Management LLC | 87,803 | $1,092 萬 | 0.04% | +3,630+4.3% | 加碼 |
| Voya Investment Management LLC | 88,567 | $1,101 萬 | 0.01% | +29,263+49.3% | 加碼 |
| SEI Investments Co | 90,128 | $1,121 萬 | 0.01% | +49,717+123.0% | 加碼 |
| KLP Kapitalforvaltning AS | 90,400 | $1,124 萬 | 0.05% | −2,100−2.3% | 減碼 |
| Teacher Retirement System of Texas | 90,845 | $1,130 萬 | 0.05% | −19,644−17.8% | 減碼 |
| Public Employees Retirement System of Ohio | 91,122 | $1,133 萬 | 0.04% | +39,870+77.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 93,000 | $1,157 萬 | 1.19% | +93,000 | 新進 |
| Royal London Asset Management Ltd | 94,565 | $1,176 萬 | 0.03% | +8,231+9.5% | 加碼 |
| Andra AP-fonden | 97,720 | $1,215 萬 | 0.17% | +49,900+104.3% | 加碼 |
| Telemark Asset Management, LLC | 100,000 | $1,244 萬 | 1.32% | +100,000 | 新進 |
| Alliancebernstein L.P. | 102,169 | $1,271 萬 | 0.00% | −20,215−16.5% | 減碼 |
| Aviva PLC | 110,225 | $1,371 萬 | 0.03% | +6,330+6.1% | 加碼 |
| State of Wisconsin Investment Board | 110,894 | $1,379 萬 | 0.03% | +1,493+1.4% | 加碼 |
| Illinois Municipal Retirement Fund | 119,209 | $1,482 萬 | 0.20% | +72,633+155.9% | 加碼 |
| American Century Companies Inc | 124,544 | $1,549 萬 | 0.01% | +2,793+2.3% | 加碼 |
| Canada Pension Plan Investment Board | 128,502 | $1,598 萬 | 0.01% | +64,200+99.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129,869 | $1,615 萬 | 0.01% | −2,956−2.2% | 減碼 |
| PEAK6 LLC | 130,869 | $1,627 萬 | 0.55% | −35,875−21.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 131,457 | $1,635 萬 | 0.03% | −27,559−17.3% | 減碼 |
| Hood River Capital Management LLC | 133,529 | $1,661 萬 | 0.23% | +35,468+36.2% | 加碼 |
| Korea Investment CORP | 133,722 | $1,663 萬 | 0.04% | −63,346−32.1% | 減碼 |