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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 42,405 | $527.3 萬 | 0.00% | +19,209+82.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 42,116 | $523.8 萬 | 0.03% | −7,184−14.6% | 減碼 |
| Gotham Asset Management, LLC | 41,151 | $511.8 萬 | 0.03% | +4,359+11.8% | 加碼 |
| Stifel Financial Corp | 40,809 | $507.5 萬 | 0.00% | +1,834+4.7% | 加碼 |
| CIBC World Markets Inc. | 40,348 | $501.8 萬 | 0.01% | −38,989−49.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 40,263 | $500.7 萬 | 0.02% | −286−0.7% | 減碼 |
| Investment Management Corp of Ontario | 39,342 | $489.3 萬 | 0.07% | +4,145+11.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 38,668 | $480.9 萬 | 0.29% | +38,668 | 新進 |
| Condor Capital Management | 38,402 | $477.6 萬 | 0.41% | +11,719+43.9% | 加碼 |
| Commonwealth Equity Services, LLC | 36,905 | $459.0 萬 | 0.01% | −643−1.7% | 減碼 |
| Leuthold Group, LLC | 36,638 | $455.6 萬 | 0.54% | −3,521−8.8% | 減碼 |
| Handelsbanken Fonder AB | 36,300 | $451.4 萬 | 0.02% | −2,800−7.2% | 減碼 |
| IFM Investors Pty Ltd | 36,287 | $451.3 萬 | 0.04% | +676+1.9% | 加碼 |
| California First Leasing Corp | 36,200 | $450.2 萬 | 1.87% | +5,900+19.5% | 加碼 |
| Thames Capital Management LLC | 35,799 | $445.2 萬 | 1.01% | −38,799−52.0% | 減碼 |
| Forte Capital LLC | 35,080 | $436.3 萬 | 0.47% | +2,013+6.1% | 加碼 |
| Oak Harvest Investment Services | 35,074 | $436.2 萬 | 0.55% | +12,899+58.2% | 加碼 |
| Alight Capital Management LP | 35,000 | $435.3 萬 | 1.11% | +35,000 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,692 | $431.4 萬 | 0.04% | +2,700+8.4% | 加碼 |
| Clayton Partners LLC | 32,895 | $409.1 萬 | 3.44% | −3,459−9.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $401.9 萬 | 0.01% | +954+3.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,923 | $397.0 萬 | 0.11% | −65,708−67.3% | 減碼 |
| First American Trust, FSB | 31,802 | $395.5 萬 | 0.32% | −120.0% | 減碼 |
| Hussman Strategic Advisors, Inc. | 31,500 | $391.7 萬 | 0.90% | +21,000+200.0% | 加碼 |
| Gateway Investment Advisers LLC | 31,123 | $387.0 萬 | 0.04% | +15,451+98.6% | 加碼 |
| Archon Capital Management LLC | 31,000 | $385.5 萬 | 3.16% | +7,000+29.2% | 加碼 |
| Hedeker Wealth, LLC | 30,735 | $382.2 萬 | 0.89% | −668−2.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 30,505 | $379.4 萬 | 0.06% | −2,593−7.8% | 減碼 |
| Brevan Howard Capital Management LP | 30,442 | $378.6 萬 | 0.04% | +23,384+331.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 30,304 | $376.0 萬 | 0.02% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 30,063 | $373.9 萬 | 1.04% | +30,063 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 30,000 | $373.1 萬 | 0.03% | +5,000+20.0% | 加碼 |
| Royal Fund Management, LLC | 29,820 | $370.8 萬 | 0.40% | +29,820 | 新進 |
| Interval Partners, LP | 29,289 | $364.2 萬 | 0.08% | −273,020−90.3% | 減碼 |
| Soltis Investment Advisors LLC | 28,918 | $359.6 萬 | 0.28% | +7,621+35.8% | 加碼 |
| Intech Investment Management LLC | 28,237 | $351.2 萬 | 0.03% | −58,898−67.6% | 減碼 |
| Parallel Advisors, LLC | 27,474 | $341.7 萬 | 0.07% | +35+0.1% | 加碼 |
| Kestra Investment Management, LLC | 30,247 | $340.2 萬 | 0.05% | +16,639+122.3% | 加碼 |
| Toronto Dominion Bank | 26,397 | $328.3 萬 | 0.01% | +4,542+20.8% | 加碼 |
| DnB Asset Management AS | 26,281 | $326.8 萬 | 0.01% | −302−1.1% | 減碼 |
| Commerce Bank | 25,280 | $314.4 萬 | 0.02% | −2,257−8.2% | 減碼 |
| Ninety One SA (PTY) Ltd | 25,215 | $313.6 萬 | 0.52% | +25,215 | 新進 |
| Jacobs Levy Equity Management, Inc | 25,006 | $311.0 萬 | 0.01% | −902−3.5% | 減碼 |
| Prudential PLC | 24,918 | $309.9 萬 | 0.02% | −2,640−9.6% | 減碼 |
| Daiwa Securities Group Inc. | 24,653 | $306.6 萬 | 0.01% | +10,200+70.6% | 加碼 |
| Utah Retirement Systems | 24,638 | $306.4 萬 | 0.03% | −781−3.1% | 減碼 |
| Ethic Inc. | 24,634 | $302.4 萬 | 0.05% | +2,518+11.4% | 加碼 |
| GM Advisory Group, Inc. | 23,858 | $296.7 萬 | 0.15% | −2,543−9.6% | 減碼 |
| ExodusPoint Capital Management, LP | 23,833 | $296.4 萬 | 0.04% | +23,833 | 新進 |
| JustInvest LLC | 23,521 | $292.5 萬 | 0.03% | +4,172+21.6% | 加碼 |
| Verition Fund Management LLC | 23,509 | $292.4 萬 | 0.02% | −9,351−28.5% | 減碼 |
| British Columbia Investment Management Corp | 22,915 | $285.0 萬 | 0.02% | −4,960−17.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 22,830 | $283.9 萬 | 0.00% | +3,498+18.1% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $279.8 萬 | 0.12% | 00.0% | 不變 |
| Omers Administration Corp | 22,261 | $276.8 萬 | 0.02% | −1,700−7.1% | 減碼 |
| LSV Asset Management | 21,940 | $272.8 萬 | 0.01% | +160+0.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 22,558 | $271.3 萬 | 0.00% | −412−1.8% | 減碼 |
| Pathstone Holdings, LLC | 21,530 | $267.7 萬 | 0.01% | −1,564−6.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 21,482 | $267.2 萬 | 0.02% | −842−3.8% | 減碼 |
| MML Investors Services, LLC | 21,458 | $266.9 萬 | 0.01% | +8,985+72.0% | 加碼 |
| SummitTX Capital, L.P. | 20,912 | $260.1 萬 | 0.12% | −4,130−16.5% | 減碼 |
| CWM, LLC | 20,815 | $258.9 萬 | 0.01% | −1,435−6.4% | 減碼 |
| RJA Asset Management LLC | 20,082 | $249.7 萬 | 0.86% | 00.0% | 不變 |
| Ritholtz Wealth Management | 19,620 | $244.0 萬 | 0.05% | +4,988+34.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 19,511 | $242.6 萬 | 0.06% | −21,834−52.8% | 減碼 |
| Altman Advisors, Inc. | 20,661 | $242.2 萬 | 0.99% | +20,661 | 新進 |
| We Are One Seven, LLC | 19,334 | $240.4 萬 | 0.08% | +80.0% | 加碼 |
| Alpha Cubed Investments, LLC | 19,319 | $240.3 萬 | 0.09% | +2,453+14.5% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 19,117 | $237.7 萬 | 0.68% | +13+0.1% | 加碼 |
| DDD Partners, LLC | 18,487 | $229.9 萬 | 0.25% | +18,487 | 新進 |
| RSM US Wealth Management LLC | 18,459 | $229.5 萬 | 0.03% | +1,228+7.1% | 加碼 |
| Nissay Asset Management Corp | 18,373 | $228.5 萬 | 0.01% | +229+1.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 17,507 | $217.7 萬 | 0.04% | −3,187−15.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 19,845 | $216.9 萬 | 0.10% | +285+1.5% | 加碼 |
| Xponance, Inc. | 17,425 | $216.7 萬 | 0.02% | −377−2.1% | 減碼 |
| Advisor Group Holdings, Inc. | 17,418 | $216.4 萬 | 0.00% | −656−3.6% | 減碼 |
| Oddo BHF Asset Management SAS | 17,030 | $211.8 萬 | 0.08% | +17,030 | 新進 |
| Truvestments Capital LLC | 16,651 | $207.1 萬 | 0.41% | +1,482+9.8% | 加碼 |
| Mackenzie Financial Corp | 16,385 | $203.8 萬 | 0.00% | +3,854+30.8% | 加碼 |
| Pinnacle Wealth Management, LLC | 16,303 | $202.7 萬 | 1.70% | +10,320+172.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,291 | $202.6 萬 | 0.03% | −435−2.6% | 減碼 |
| Lido Advisors, LLC | 16,198 | $201.4 萬 | 0.01% | +49+0.3% | 加碼 |
| Vontobel Holding Ltd. | 16,106 | $200.3 萬 | 0.01% | +3,071+23.6% | 加碼 |
| Mediolanum International Funds Ltd | 16,240 | $199.3 萬 | 0.02% | −311−1.9% | 減碼 |
| Diker Management LLC | 16,000 | $199.0 萬 | 1.87% | +16,000 | 新進 |
| Kinneret Advisory, LLC | 15,987 | $198.8 萬 | 0.18% | −23−0.1% | 減碼 |
| TD Asset Management Inc | 15,707 | $195.3 萬 | 0.00% | −13,780−46.7% | 減碼 |
| Ossiam | 15,690 | $195.1 萬 | 0.02% | +12,346+369.2% | 加碼 |
| OP Asset Management Ltd | 15,617 | $194.2 萬 | 0.03% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 15,486 | $192.6 萬 | 0.04% | +3,126+25.3% | 加碼 |
| New York Life Investment Management LLC | 15,423 | $191.8 萬 | 0.02% | −501−3.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,311 | $190.4 萬 | 0.02% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 15,293 | $190.2 萬 | 0.03% | −11,111−42.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 15,228 | $189.4 萬 | 0.01% | −1,425−8.6% | 減碼 |
| 1832 Asset Management L.P. | 15,192 | $188.9 萬 | 0.00% | +15,192 | 新進 |
| RBF Capital, LLC | 15,000 | $186.5 萬 | 0.09% | −3,003−16.7% | 減碼 |
| Panoramic Capital, LLC | 15,000 | $186.5 萬 | 1.44% | +5,000+50.0% | 加碼 |
| Hudson Bay Capital Management LP | 14,903 | $185.3 萬 | 0.01% | +14,903 | 新進 |
| Sanctuary Advisors, LLC | 14,776 | $183.8 萬 | 0.01% | +1,185+8.7% | 加碼 |
| Bridgeway Capital Management, LLC | 14,700 | $182.8 萬 | 0.04% | −400−2.6% | 減碼 |