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 |
|---|---|---|---|---|---|
| Smith Group Asset Management, LLC | 14,700 | $182.8 萬 | 0.12% | +740+5.3% | 加碼 |
| Walleye Capital LLC | 14,458 | $179.8 萬 | 0.02% | +8,680+150.2% | 加碼 |
| Janney Montgomery Scott LLC | 14,415 | $179.3 萬 | 0.00% | −563−3.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,175 | $175.7 萬 | 0.02% | −189−1.3% | 減碼 |
| Formula Growth Ltd | 14,000 | $174.1 萬 | 0.66% | −12,688−47.5% | 減碼 |
| Integrated Wealth Concepts LLC | 13,872 | $172.5 萬 | 0.02% | +5,849+72.9% | 加碼 |
| CI Private Wealth, LLC | 13,549 | $168.5 萬 | 0.00% | −5,136−27.5% | 減碼 |
| Centaurus Financial, Inc. | 13,493 | $167.8 萬 | 0.10% | +357+2.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,441 | $167.2 萬 | 0.02% | −1,014−7.0% | 減碼 |
| Winton Group Ltd | 13,416 | $166.8 萬 | 0.09% | +13,416 | 新進 |
| Polen Capital Management LLC | 13,313 | $165.6 萬 | 0.01% | +13,313 | 新進 |
| SG Americas Securities, LLC | 13,294 | $165.3 萬 | 0.01% | −70,630−84.2% | 減碼 |
| Kestra Advisory Services, LLC | 13,114 | $163.1 萬 | 0.01% | −149−1.1% | 減碼 |
| Generali Asset Management SPA SGR | 12,708 | $158.0 萬 | 0.04% | −7,352−36.7% | 減碼 |
| Martingale Asset Management L P | 12,365 | $153.8 萬 | 0.04% | +491+4.1% | 加碼 |
| Global Retirement Partners, LLC | 12,134 | $150.9 萬 | 0.04% | +12,134 | 新進 |
| Fred Alger Management, LLC | 11,925 | $148.3 萬 | 0.01% | +9,708+437.9% | 加碼 |
| Pitcairn Co | 11,879 | $147.7 萬 | 0.10% | −710−5.6% | 減碼 |
| Natixis Advisors, L.P. | 11,674 | $145.2 萬 | 0.00% | +11,674 | 新進 |
| Rockefeller Capital Management L.P. | 11,661 | $145.0 萬 | 0.00% | −2,910−20.0% | 減碼 |
| Miracle Mile Advisors, LLC | 11,489 | $142.9 萬 | 0.02% | +134+1.2% | 加碼 |
| Mercer Global Advisors Inc | 11,477 | $142.7 萬 | 0.00% | +762+7.1% | 加碼 |
| State of Wyoming | 11,430 | $142.1 萬 | 0.17% | +11,430 | 新進 |
| Thoroughbred Financial Services, LLC | 11,407 | $141.8 萬 | 0.10% | −2,111−15.6% | 減碼 |
| Advisory Services Network, LLC | 10,815 | $139.5 萬 | 0.02% | −14,868−57.9% | 減碼 |
| Janus Henderson Group PLC | 11,182 | $139.0 萬 | 0.00% | −1,407−11.2% | 減碼 |
| Thrivent Financial for Lutherans | 11,338 | $138.7 萬 | 0.00% | +7,452+191.8% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 11,019 | $137.0 萬 | 0.52% | +40.0% | 加碼 |
| Nkcfo LLC | 11,000 | $136.8 萬 | 0.57% | +5,000+83.3% | 加碼 |
| HighTower Advisors, LLC | 10,937 | $136.0 萬 | 0.00% | −664−5.7% | 減碼 |
| Affinity Investment Advisors, LLC | 10,885 | $135.4 萬 | 1.02% | +7,167+192.8% | 加碼 |
| Polianta Ltd | 10,800 | $134.3 萬 | 0.58% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,767 | $133.9 萬 | 0.01% | +3,491+48.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 10,770 | $132.3 萬 | 0.03% | +1,100+11.4% | 加碼 |
| Shelton Wealth Management, LLC | 10,583 | $131.6 萬 | 0.66% | +10,583 | 新進 |
| SBI Securities Co., Ltd. | 10,443 | $129.9 萬 | 0.04% | −419−3.9% | 減碼 |
| RMR Wealth Builders | 10,391 | $129.2 萬 | 0.12% | −40.0% | 減碼 |
| Baker Avenue Asset Management, LP | 10,087 | $125.4 萬 | 0.04% | +10,087 | 新進 |
| Plato Investment Management Ltd | 10,102 | $125.2 萬 | 0.09% | +20.0% | 加碼 |
| Atria Investments LLC | 10,030 | $124.7 萬 | 0.01% | +3,507+53.8% | 加碼 |
| Virtue Capital Management, LLC | 9,915 | $123.3 萬 | 0.23% | −2,422−19.6% | 減碼 |
| Brighton Jones LLC | 9,876 | $122.8 萬 | 0.03% | −14−0.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 9,871 | $122.8 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems | 9,800 | $121.9 萬 | 0.04% | −642−6.1% | 減碼 |
| Nations Financial Group Inc, | 9,724 | $120.9 萬 | 0.08% | +1,294+15.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,704 | $120.7 萬 | 0.00% | −1,618−14.3% | 減碼 |
| Azzad Asset Management Inc | 9,598 | $119.4 萬 | 0.13% | −299−3.0% | 減碼 |
| Verdence Capital Advisors LLC | 9,472 | $117.8 萬 | 0.08% | +1,924+25.5% | 加碼 |
| Oak Thistle LLC | 9,396 | $116.8 萬 | 0.17% | +9,396 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,944 | $111.2 萬 | 0.03% | −1,469−14.1% | 減碼 |
| Diversified Trust Co | 8,930 | $111.1 萬 | 0.02% | +171+2.0% | 加碼 |
| State of Michigan Retirement System | 8,900 | $110.7 萬 | 0.01% | +200+2.3% | 加碼 |
| Toroso Investments, LLC | 8,885 | $110.5 萬 | 0.01% | −15,709−63.9% | 減碼 |
| Connective Capital Management, LLC | 8,743 | $108.7 萬 | 1.02% | +8,743 | 新進 |
| Wealthfront Advisers LLC | 8,550 | $106.3 萬 | 0.00% | −58−0.7% | 減碼 |
| Options Solutions, LLC | 8,370 | $104.1 萬 | 0.37% | +8,370 | 新進 |
| Ostrum Asset Management | 8,358 | $103.9 萬 | 0.05% | −239−2.8% | 減碼 |
| Hel Ved Capital Management Ltd | 8,350 | $103.8 萬 | 0.47% | +8,350 | 新進 |
| Amalgamated Bank | 8,302 | $103.2 萬 | 0.01% | −287−3.3% | 減碼 |
| Dana Investment Advisors, Inc. | 8,258 | $102.7 萬 | 0.03% | +8,258 | 新進 |
| Manufacturers Life Insurance Company, The | 8,229 | $102.3 萬 | 0.00% | −8,080−49.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,132 | $101.2 萬 | 0.01% | +27+0.3% | 加碼 |
| QRG Capital Management, Inc. | 8,119 | $101.0 萬 | 0.01% | +42+0.5% | 加碼 |
| Encompass More Asset Management | 8,067 | $100.3 萬 | 0.23% | +8,067 | 新進 |
| Jasper Ridge Partners, L.P. | 8,055 | $100.2 萬 | 0.03% | 00.0% | 不變 |
| Legal Advantage Investments, Inc. | 8,000 | $99.5 萬 | 0.47% | +8,000 | 新進 |
| Retireful, LLC | 7,976 | $99.2 萬 | 0.68% | −3,273−29.1% | 減碼 |
| Twin Capital Management Inc | 7,975 | $99.2 萬 | 0.11% | +7,975 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 7,926 | $98.6 萬 | 0.00% | +7,926 | 新進 |
| Integrated Quantitative Investments LLC | 7,890 | $98.1 萬 | 0.29% | +7,890 | 新進 |
| Sterling Capital Management LLC | 7,843 | $97.5 萬 | 0.01% | +920+13.3% | 加碼 |
| US Bancorp | 7,686 | $95.6 萬 | 0.00% | +1,388+22.0% | 加碼 |
| Sender Co & Partners, Inc. | 7,686 | $95.6 萬 | 0.27% | +7,686 | 新進 |
| Newbridge Financial Services Group, Inc. | 7,531 | $93.7 萬 | 0.15% | +1,575+26.4% | 加碼 |
| CIBC Asset Management Inc | 7,453 | $92.7 萬 | 0.00% | +41+0.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 7,294 | $90.7 萬 | 0.03% | −1,161−13.7% | 減碼 |
| ASR Vermogensbeheer N.V. | 7,282 | $90.6 萬 | 0.01% | −28−0.4% | 減碼 |
| M&T Bank Corp | 7,224 | $89.9 萬 | 0.00% | −491−6.4% | 減碼 |
| Hillsdale Investment Management Inc. | 7,220 | $89.8 萬 | 0.03% | −100−1.4% | 減碼 |
| Maryland State Retirement & Pension System | 7,150 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 7,108 | $88.4 萬 | 0.03% | +754+11.9% | 加碼 |
| Moore Capital Management, LP | 7,014 | $87.2 萬 | 0.02% | +7,014 | 新進 |
| Empower Advisory Group, LLC | 6,999 | $87.0 萬 | 0.00% | −6,060−46.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 6,929 | $86.2 萬 | 0.11% | −150−2.1% | 減碼 |
| Avantax Advisory Services, Inc. | 6,828 | $84.9 萬 | 0.00% | −1,357−16.6% | 減碼 |
| Woodward Diversified Capital, LLC | 6,691 | $83.2 萬 | 0.42% | −472−6.6% | 減碼 |
| Invst, LLC | 6,610 | $82.2 萬 | 0.10% | −146−2.2% | 減碼 |
| Vident Advisory, LLC | 6,591 | $82.0 萬 | 0.01% | +1,571+31.3% | 加碼 |
| Capstone Investment Advisors, LLC | 6,585 | $81.9 萬 | 0.01% | +6,585 | 新進 |
| Sage Rhino Capital LLC | 6,500 | $80.8 萬 | 0.17% | −74−1.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,484 | $80.6 萬 | 0.03% | +236+3.8% | 加碼 |
| Meridian Wealth Management, LLC | 6,467 | $80.4 萬 | 0.03% | +980+17.9% | 加碼 |
| Carret Asset Management, LLC | 6,460 | $80.3 萬 | 0.09% | −225−3.4% | 減碼 |
| Pallas Capital Advisors LLC | 6,433 | $80.0 萬 | 0.03% | −158−2.4% | 減碼 |
| New York State Teachers Retirement System | 6,312 | $78.5 萬 | 0.00% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 6,306 | $78.4 萬 | 0.08% | −1,150−15.4% | 減碼 |
| TD Waterhouse Canada Inc. | 6,493 | $76.0 萬 | 0.01% | −1,135−14.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,100 | $75.9 萬 | 0.03% | −28−0.5% | 減碼 |
| Board of the Pension Protection Fund | 6,100 | $75.9 萬 | 0.82% | +6,100 | 新進 |
| CIBC World Markets Corp | 6,063 | $75.4 萬 | 0.00% | −567−8.6% | 減碼 |