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 3 季 13F 持有人
Twilio Inc 在 2025/9/30 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
- 777
- 較 2025 年第 2 季 −32 家
- 持有股數
- 1.40 億
- 較 2025 年第 2 季 +1,111 萬 (+8.6%)
- 總市值
- $140.7 億
- 較 2025 年第 2 季 −$19.9 億 (−12.4%)
- 新進機構
- 120
- 另有 266 家加碼
- 清倉機構
- 152
- 另有 271 家減碼
另有 14 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,841,796 | $16.9 億 | 0.03% | +4,739,467+39.2% | 加碼 |
| Vanguard Group Inc | 15,305,989 | $15.3 億 | 0.02% | +392,023+2.6% | 加碼 |
| JPMorgan Chase & Co | 10,938,252 | $10.9 億 | 0.07% | −1,223,651−10.1% | 減碼 |
| FMR LLC | 8,348,957 | $8.36 億 | 0.04% | +3,472,378+71.2% | 加碼 |
| State Street Corp | 5,879,395 | $5.88 億 | 0.02% | +1,900,551+47.8% | 加碼 |
| Sachem Head Capital Management LP | 3,295,000 | $3.30 億 | 9.32% | 00.0% | 不變 |
| UBS Group AG | 2,899,628 | $2.90 億 | 0.06% | +933,887+47.5% | 加碼 |
| Royal Bank of Canada | 2,833,436 | $2.84 億 | 0.05% | +70,959+2.6% | 加碼 |
| Geode Capital Management, LLC | 2,770,414 | $2.77 億 | 0.02% | +221,653+8.7% | 加碼 |
| FIL Ltd | 2,715,856 | $2.72 億 | 0.21% | +2,665,526+5,296.1% | 加碼 |
| Morgan Stanley | 2,700,088 | $2.70 億 | 0.02% | +720,001+36.4% | 加碼 |
| Alyeska Investment Group, L.P. | 2,643,859 | $2.65 億 | 0.80% | +750,951+39.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,405,914 | $2.41 億 | 0.15% | −319,033−11.7% | 減碼 |
| Pictet Asset Management Holding SA | 2,269,685 | $2.27 億 | 0.22% | +567,156+33.3% | 加碼 |
| Invesco Ltd. | 2,009,237 | $2.01 億 | 0.03% | +1,391,013+225.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 1,970,978 | $1.97 億 | 2.05% | −888,385−31.1% | 減碼 |
| Northern Trust Corp | 1,673,339 | $1.67 億 | 0.02% | +481,257+40.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,646,426 | $1.65 億 | 0.04% | −488,670−22.9% | 減碼 |
| Dimensional Fund Advisors LP | 1,553,041 | $1.55 億 | 0.03% | +78,353+5.3% | 加碼 |
| Ninety One UK Ltd | 1,511,293 | $1.51 億 | 0.33% | −193,906−11.4% | 減碼 |
| Bank of America Corp | 1,253,917 | $1.26 億 | 0.01% | +127,582+11.3% | 加碼 |
| Bank of New York Mellon Corp | 1,212,436 | $1.21 億 | 0.02% | +440,423+57.0% | 加碼 |
| Nordea Investment Management AB | 1,152,727 | $1.15 億 | 0.10% | +29,089+2.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,132,142 | $1.13 億 | 0.16% | −286,612−20.2% | 減碼 |
| Amundi | 1,013,223 | $1.11 億 | 0.04% | −143,499−12.4% | 減碼 |
| KBC Group NV | 1,096,457 | $1.10 億 | 0.26% | +35,226+3.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,077,032 | $1.08 億 | 0.02% | −165,607−13.3% | 減碼 |
| Freestone Grove Partners LP | 1,024,242 | $1.03 億 | 0.77% | +308,416+43.1% | 加碼 |
| Legal & General Group Plc | 1,010,386 | $1.01 億 | 0.02% | +128,096+14.5% | 加碼 |
| First Trust Advisors LP | 977,145 | $9,780 萬 | 0.07% | −5,500−0.6% | 減碼 |
| Atreides Management, LP | 965,763 | $9,666 萬 | 2.51% | +235,463+32.2% | 加碼 |
| Neuberger Berman Group LLC | 961,189 | $9,621 萬 | 0.07% | +413,997+75.7% | 加碼 |
| Schroder Investment Management Group | 920,195 | $9,597 萬 | 0.08% | +383,198+71.4% | 加碼 |
| No Street GP LP | 833,993 | $8,347 萬 | 5.55% | +165,800+24.8% | 加碼 |
| Goldman Sachs Group Inc | 773,889 | $7,746 萬 | 0.01% | −63,482−7.6% | 減碼 |
| Deutsche Bank AG | 757,172 | $7,579 萬 | 0.03% | −167,225−18.1% | 減碼 |
| Voya Investment Management LLC | 755,015 | $7,557 萬 | 0.08% | +666,448+752.5% | 加碼 |
| Captrust Financial Advisors | 645,652 | $6,462 萬 | 0.13% | +132,868+25.9% | 加碼 |
| Victory Capital Management Inc | 592,085 | $5,926 萬 | 0.04% | +549,680+1,296.3% | 加碼 |
| Westfield Capital Management Co LP | 591,367 | $5,919 萬 | 0.25% | −215,422−26.7% | 減碼 |
| Rhumbline Advisers | 552,981 | $5,535 萬 | 0.04% | +253,362+84.6% | 加碼 |
| Glenmede Investment Management, LP | 548,485 | $5,490 萬 | 0.27% | −12,406−2.2% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 512,800 | $5,133 萬 | 1.31% | +312,325+155.8% | 加碼 |
| Principal Financial Group Inc | 498,346 | $4,988 萬 | 0.03% | +33,948+7.3% | 加碼 |
| Jupiter Asset Management Ltd | 486,107 | $4,865 萬 | 0.42% | +82,296+20.4% | 加碼 |
| Man Group plc | 480,706 | $4,811 萬 | 0.09% | −262,192−35.3% | 減碼 |
| Pacer Advisors, Inc. | 474,697 | $4,751 萬 | 0.12% | +474,693+11,867,325.0% | 加碼 |
| Slate Path Capital LP | 454,900 | $4,553 萬 | 0.70% | +454,900 | 新進 |
| Fred Alger Management, LLC | 442,992 | $4,434 萬 | 0.17% | +431,067+3,614.8% | 加碼 |
| Swiss National Bank | 440,100 | $4,405 萬 | 0.03% | −700−0.2% | 減碼 |
| Ameriprise Financial Inc | 433,754 | $4,341 萬 | 0.01% | +81,767+23.2% | 加碼 |
| Blue Grotto Capital, LLC | 424,361 | $4,247 萬 | 4.93% | −3,991−0.9% | 減碼 |
| Citadel Advisors LLC | 416,725 | $4,171 萬 | 0.03% | −220,065−34.6% | 減碼 |
| Wells Fargo & Company | 409,261 | $4,096 萬 | 0.01% | −83,972−17.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 375,206 | $3,755 萬 | 0.22% | +72,517+24.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 373,144 | $3,735 萬 | 0.12% | +305,306+450.1% | 加碼 |
| Great West Life Assurance Co | 357,703 | $3,731 萬 | 0.05% | +65,877+22.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 371,320 | $3,717 萬 | 0.03% | +131,193+54.6% | 加碼 |
| Retirement Systems of Alabama | 368,962 | $3,693 萬 | 0.12% | +368,962 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,985 | $3,463 萬 | 0.02% | +14,842+4.5% | 加碼 |
| AQR Capital Management LLC | 328,369 | $3,287 萬 | 0.02% | −178,343−35.2% | 減碼 |
| Barclays PLC | 326,642 | $3,269 萬 | 0.01% | +7,107+2.2% | 加碼 |
| Nuveen, LLC | 325,952 | $3,262 萬 | 0.01% | −12,304−3.6% | 減碼 |
| Capital Fund Management S.A. | 317,856 | $3,181 萬 | 0.32% | +98,804+45.1% | 加碼 |
| Baird Financial Group, Inc. | 315,344 | $3,156 萬 | 0.05% | +315,344 | 新進 |
| Truist Financial Corp | 300,681 | $3,010 萬 | 0.04% | +22,974+8.3% | 加碼 |
| Price T Rowe Associates Inc | 294,024 | $2,943 萬 | 0.00% | +128,948+78.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 274,433 | $2,818 萬 | 0.05% | +41,316+17.7% | 加碼 |
| California Public Employees Retirement System | 279,267 | $2,795 萬 | 0.02% | −758−0.3% | 減碼 |
| Citigroup Inc | 256,208 | $2,564 萬 | 0.02% | +97,685+61.6% | 加碼 |
| Ardmore Road Asset Management LP | 250,000 | $2,502 萬 | 1.62% | +250,000 | 新進 |
| Point72 Asset Management, L.P. | 245,883 | $2,461 萬 | 0.05% | −533,998−68.5% | 減碼 |
| California State Teachers Retirement System | 243,822 | $2,440 萬 | 0.03% | +10,178+4.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 242,877 | $2,432 萬 | 0.04% | +21,466+9.7% | 加碼 |
| Comerica Bank | 228,994 | $2,292 萬 | 0.09% | −14,911−6.1% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $2,027 萬 | 0.28% | 00.0% | 不變 |
| Macquarie Group Ltd | 201,047 | $2,012 萬 | 0.02% | −69,126−25.6% | 減碼 |
| LMR Partners LLP | 200,000 | $2,002 萬 | 0.26% | −50,000−20.0% | 減碼 |
| Pacific Heights Asset Management LLC | 200,000 | $2,002 萬 | 0.89% | +40,000+25.0% | 加碼 |
| Telemark Asset Management, LLC | 200,000 | $2,002 萬 | 1.90% | +100,000+100.0% | 加碼 |
| Blair William & Co | 199,568 | $1,997 萬 | 0.05% | +5,028+2.6% | 加碼 |
| Alliancebernstein L.P. | 194,724 | $1,949 萬 | 0.01% | +92,555+90.6% | 加碼 |
| Frontier Capital Management Co LLC | 190,850 | $1,910 萬 | 0.17% | −540,338−73.9% | 減碼 |
| Quantinno Capital Management LP | 189,899 | $1,901 萬 | 0.05% | +49,987+35.7% | 加碼 |
| Jane Street Group, LLC | 187,217 | $1,874 萬 | 0.02% | −277,156−59.7% | 減碼 |
| Raymond James Financial Inc | 183,399 | $1,836 萬 | 0.01% | −76,222−29.4% | 減碼 |
| Acadian Asset Management LLC | 181,781 | $1,819 萬 | 0.03% | −371,321−67.1% | 減碼 |
| Envestnet Asset Management Inc | 181,349 | $1,815 萬 | 0.01% | −84,987−31.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 180,787 | $1,809 萬 | 0.09% | +4,334+2.5% | 加碼 |
| Ensign Peak Advisors, Inc | 177,756 | $1,779 萬 | 0.03% | −19,829−10.0% | 減碼 |
| Toronado Partners, LLC | 176,177 | $1,763 萬 | 11.69% | +32,568+22.7% | 加碼 |
| LPL Financial LLC | 173,846 | $1,740 萬 | 0.01% | +1,021+0.6% | 加碼 |
| King Luther Capital Management Corp | 164,116 | $1,643 萬 | 0.07% | +4,411+2.8% | 加碼 |
| Readystate Asset Management LP | 160,205 | $1,603 萬 | 0.78% | −85,863−34.9% | 減碼 |
| Boston Partners | 159,726 | $1,599 萬 | 0.02% | +2,836+1.8% | 加碼 |
| Tairen Capital Ltd | 159,318 | $1,595 萬 | 1.72% | +79,000+98.4% | 加碼 |
| Canada Pension Plan Investment Board | 157,502 | $1,576 萬 | 0.01% | +29,000+22.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 155,549 | $1,557 萬 | 0.46% | −9,369−5.7% | 減碼 |
| HSBC Holdings PLC | 153,017 | $1,535 萬 | 0.01% | +2,911+1.9% | 加碼 |
| Marshall Wace, LLP | 153,322 | $1,535 萬 | 0.02% | −196,873−56.2% | 減碼 |