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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,126,335 | $1.40 億 | 0.01% | +663,777+143.5% | 加碼 |
| Qube Research & Technologies Ltd | 1,129,453 | $1.40 億 | 0.20% | −487,852−30.2% | 減碼 |
| Northern Trust Corp | 1,192,082 | $1.48 億 | 0.02% | +23,135+2.0% | 加碼 |
| Charles Schwab Investment Management Inc | 1,242,639 | $1.55 億 | 0.03% | −22,799−1.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,418,754 | $1.76 億 | 0.29% | +521,713+58.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,474,688 | $1.83 億 | 0.04% | −229,488−13.5% | 減碼 |
| Pictet Asset Management Holding SA | 1,702,529 | $2.12 億 | 0.22% | +137,628+8.8% | 加碼 |
| Ninety One UK Ltd | 1,705,199 | $2.12 億 | 0.50% | +1,705,199 | 新進 |
| Norges Bank | 1,840,436 | $2.29 億 | 0.03% | −111,179−5.7% | 減碼 |
| Alyeska Investment Group, L.P. | 1,892,908 | $2.35 億 | 0.83% | −178,918−8.6% | 減碼 |
| UBS Group AG | 1,965,741 | $2.44 億 | 0.05% | +1,237,279+169.8% | 加碼 |
| Morgan Stanley | 1,980,087 | $2.46 億 | 0.02% | −118,944−5.7% | 減碼 |
| UBS Asset Management Americas Inc | 2,135,096 | $2.66 億 | 0.05% | +214,653+11.2% | 加碼 |
| Geode Capital Management, LLC | 2,548,761 | $3.16 億 | 0.02% | −27,239−1.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,724,947 | $3.39 億 | 0.24% | −417,793−13.3% | 減碼 |
| Royal Bank of Canada | 2,762,477 | $3.44 億 | 0.07% | +2,605,837+1,663.6% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,859,363 | $3.56 億 | 4.74% | −421,000−12.8% | 減碼 |
| Sachem Head Capital Management LP | 3,295,000 | $4.10 億 | 12.79% | 00.0% | 不變 |
| State Street Corp | 3,978,844 | $4.95 億 | 0.02% | −100,883−2.5% | 減碼 |
| FMR LLC | 4,876,579 | $6.06 億 | 0.03% | +2,266,515+86.8% | 加碼 |
| BlackRock, Inc. | 12,102,329 | $15.1 億 | 0.03% | +1,535,581+14.5% | 加碼 |
| JPMorgan Chase & Co | 12,161,903 | $15.1 億 | 0.10% | +2,591,882+27.1% | 加碼 |
| Vanguard Group Inc | 14,913,966 | $18.5 億 | 0.03% | −82,387−0.5% | 減碼 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −1,106,000−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −585,957−100.0% | 清倉 |
| Styrax Capital, LP | 0 | $0 | 0.00% | −501,795−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −463,515−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −368,873−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −300,376−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −255,514−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −226,095−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −174,337−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −128,770−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −100,029−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −97,332−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −95,500−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −67,850−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −65,891−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −60,850−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −55,477−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −46,392−100.0% | 清倉 |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −44,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,702−100.0% | 清倉 |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −42,943−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −41,690−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −41,177−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −38,821−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −37,097−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −36,772−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −29,507−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −29,200−100.0% | 清倉 |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −26,565−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −23,555−100.0% | 清倉 |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −23,400−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,842−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −22,249−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,999−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −21,899−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −20,104−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,186−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −16,810−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,598−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,693−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,463−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −13,428−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −13,206−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,590−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,072−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −8,641−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,396−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −8,330−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,250−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,789−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,035−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −6,923−100.0% | 清倉 |
| GWN Securities Inc. | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,058−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,869−100.0% | 清倉 |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −3,563−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,135−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,976−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,869−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,725−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,670−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,617−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −2,420−100.0% | 清倉 |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −2,338−100.0% | 清倉 |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,170−100.0% | 清倉 |
| Cooper Financial Group | 0 | $0 | 0.00% | −2,079−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,483−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −1,364−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −820−100.0% | 清倉 |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −657−100.0% | 清倉 |