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 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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 17,993 | $180.1 萬 | 0.01% | +1,887+11.7% | 加碼 |
| Nissay Asset Management Corp | 19,301 | $193.2 萬 | 0.01% | +928+5.1% | 加碼 |
| Franklin Resources Inc | 19,434 | $194.5 萬 | 0.00% | −134,525−87.4% | 減碼 |
| We Are One Seven, LLC | 19,557 | $195.7 萬 | 0.05% | +223+1.2% | 加碼 |
| John G Ullman & Associates Inc | 19,741 | $197.6 萬 | 0.27% | +19,741 | 新進 |
| Harvest Fund Management Co., Ltd | 18,423 | $199.2 萬 | 0.08% | −1,422−7.2% | 減碼 |
| Teacher Retirement System of Texas | 19,996 | $200.1 萬 | 0.01% | −70,849−78.0% | 減碼 |
| Sphera Management Technology Funds Ltd | 20,000 | $200.2 萬 | 1.01% | +20,000 | 新進 |
| Ossiam | 20,156 | $201.7 萬 | 0.03% | +4,466+28.5% | 加碼 |
| LSV Asset Management | 21,035 | $210.5 萬 | 0.00% | −905−4.1% | 減碼 |
| Ethic Inc. | 21,101 | $211.2 萬 | 0.03% | −3,533−14.3% | 減碼 |
| Advisor Group Holdings, Inc. | 20,366 | $211.6 萬 | 0.00% | +2,948+16.9% | 加碼 |
| 1832 Asset Management L.P. | 21,238 | $212.6 萬 | 0.00% | +6,046+39.8% | 加碼 |
| British Columbia Investment Management Corp | 21,962 | $219.8 萬 | 0.01% | −953−4.2% | 減碼 |
| Omers Administration Corp | 22,261 | $222.8 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 22,414 | $224.4 萬 | 0.02% | −1,107−4.7% | 減碼 |
| Pathstone Holdings, LLC | 22,454 | $224.7 萬 | 0.01% | +924+4.3% | 加碼 |
| Staley Capital Advisers Inc | 22,500 | $225.2 萬 | 0.09% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 20,967 | $225.5 萬 | 0.00% | −1,591−7.1% | 減碼 |
| NFJ Investment Group, LLC | 22,531 | $225.5 萬 | 0.08% | +22,531 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 22,764 | $227.8 萬 | 0.02% | +1,282+6.0% | 加碼 |
| Mackenzie Financial Corp | 23,145 | $231.7 萬 | 0.00% | +6,760+41.3% | 加碼 |
| Utah Retirement Systems | 23,334 | $233.6 萬 | 0.02% | −1,304−5.3% | 減碼 |
| Beaconlight Capital, LLC | 23,416 | $234.4 萬 | 1.16% | −45,337−65.9% | 減碼 |
| GM Advisory Group, Inc. | 23,861 | $238.8 萬 | 0.10% | +30.0% | 加碼 |
| Oak Thistle LLC | 24,631 | $246.5 萬 | 0.38% | +15,235+162.1% | 加碼 |
| Toronto Dominion Bank | 24,767 | $247.9 萬 | 0.00% | −1,630−6.2% | 減碼 |
| Prudential PLC | 24,918 | $249.4 萬 | 0.02% | 00.0% | 不變 |
| Formula Growth Ltd | 25,000 | $250.2 萬 | 0.89% | +11,000+78.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 25,101 | $251.2 萬 | 0.04% | +7,594+43.4% | 加碼 |
| Altman Advisors, Inc. | 25,598 | $256.2 萬 | 0.98% | +4,937+23.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 26,346 | $263.7 萬 | 0.00% | +3,516+15.4% | 加碼 |
| Commerce Bank | 26,455 | $264.8 萬 | 0.01% | +1,175+4.6% | 加碼 |
| Swiss Life Asset Management Ltd | 26,477 | $265.0 萬 | 0.01% | −17,803−40.2% | 減碼 |
| Ritholtz Wealth Management | 26,703 | $267.3 萬 | 0.05% | +7,083+36.1% | 加碼 |
| Commonwealth Equity Services, LLC | 27,134 | $271.6 萬 | 0.00% | −9,771−26.5% | 減碼 |
| Panoramic Capital, LLC | 27,211 | $272.4 萬 | 1.73% | +12,211+81.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,533 | $275.6 萬 | 0.02% | −2,467−8.2% | 減碼 |
| TD Asset Management Inc | 28,070 | $281.0 萬 | 0.00% | +12,363+78.7% | 加碼 |
| Parallel Advisors, LLC | 28,175 | $282.0 萬 | 0.05% | +701+2.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 28,164 | $282.5 萬 | 0.01% | −2,140−7.1% | 減碼 |
| Nisa Investment Advisors, LLC | 28,591 | $286.2 萬 | 0.01% | −16,348−36.4% | 減碼 |
| Xponance, Inc. | 28,659 | $286.8 萬 | 0.02% | +11,234+64.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 28,762 | $287.9 萬 | 0.09% | +28,762 | 新進 |
| Oregon Public Employees Retirement Fund | 30,900 | $309.3 萬 | 0.04% | +30,900 | 新進 |
| New Mexico Educational Retirement Board | 31,400 | $314.3 萬 | 0.10% | +31,400 | 新進 |
| Hussman Strategic Advisors, Inc. | 31,500 | $315.3 萬 | 0.68% | 00.0% | 不變 |
| Munich Reinsurance Co Stock Corp in Munich | 31,734 | $317.6 萬 | 0.08% | +31,734 | 新進 |
| Occam Crest Management LP | 32,000 | $320.3 萬 | 2.17% | +32,000 | 新進 |
| Clayton Partners LLC | 32,816 | $328.5 萬 | 2.49% | −79−0.2% | 減碼 |
| Assenagon Asset Management S.A. | 32,883 | $329.1 萬 | 0.00% | −298,443−90.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $340.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 34,200 | $342.3 萬 | 0.05% | +34,200 | 新進 |
| Cinctive Capital Management LP | 34,601 | $346.3 萬 | 0.17% | +34,601 | 新進 |
| Cetera Investment Advisers | 34,760 | $347.9 萬 | 0.00% | −17,190−33.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 35,282 | $353.1 萬 | 0.20% | −3,386−8.8% | 減碼 |
| Oak Harvest Investment Services | 35,867 | $359.0 萬 | 0.42% | +793+2.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,092 | $361.2 萬 | 0.03% | +1,400+4.0% | 加碼 |
| Campbell Capital Management Inc | 36,125 | $361.6 萬 | 1.39% | +36,125 | 新進 |
| California First Leasing Corp | 36,200 | $362.3 萬 | 1.33% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 35,526 | $363.6 萬 | 0.03% | −761−2.1% | 減碼 |
| Sienna Gestion | 40,103 | $366.0 萬 | 0.26% | +40,103 | 新進 |
| Condor Capital Management | 37,928 | $379.6 萬 | 0.31% | −474−1.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 38,053 | $380.9 萬 | 0.01% | −2,210−5.5% | 減碼 |
| Prudential Financial Inc | 38,718 | $387.5 萬 | 0.00% | −52,912−57.7% | 減碼 |
| CIBC World Markets Inc. | 38,859 | $388.9 萬 | 0.01% | −1,489−3.7% | 減碼 |
| Stifel Financial Corp | 39,155 | $391.9 萬 | 0.00% | −1,654−4.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,378 | $394.1 萬 | 0.02% | +39,378 | 新進 |
| Allianz Asset Management GmbH | 39,586 | $396.2 萬 | 0.00% | −116,189−74.6% | 減碼 |
| CAPROCK Group, Inc. | 37,736 | $398.5 萬 | 0.10% | +37,736 | 新進 |
| Soltis Investment Advisors LLC | 40,217 | $402.5 萬 | 0.28% | +11,299+39.1% | 加碼 |
| Thrivent Financial for Lutherans | 40,086 | $402.8 萬 | 0.01% | +28,748+253.6% | 加碼 |
| Handelsbanken Fonder AB | 41,800 | $418.4 萬 | 0.01% | +5,500+15.2% | 加碼 |
| Leonteq Securities AG | 42,033 | $420.7 萬 | 0.23% | −6,590−13.6% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 42,224 | $422.6 萬 | 0.02% | +108+0.3% | 加碼 |
| Louisiana State Employees Retirement System | 42,700 | $427.4 萬 | 0.07% | +42,700 | 新進 |
| Federation des caisses Desjardins du Quebec | 44,821 | $448.6 萬 | 0.02% | −8,066−15.3% | 減碼 |
| XTX Topco Ltd | 44,824 | $448.6 萬 | 0.23% | +44,824 | 新進 |
| Qsemble Capital Management, LP | 44,860 | $449.0 萬 | 0.44% | +44,860 | 新進 |
| Farmers Trust Co | 44,862 | $449.0 萬 | 0.77% | −2,396−5.1% | 減碼 |
| Arizona State Retirement System | 45,086 | $451.3 萬 | 0.02% | +2,532+6.0% | 加碼 |
| State of Michigan Retirement System | 45,400 | $454.4 萬 | 0.02% | +36,500+410.1% | 加碼 |
| Vident Advisory, LLC | 45,774 | $458.2 萬 | 0.04% | +39,183+594.5% | 加碼 |
| Hedeker Wealth, LLC | 46,013 | $460.5 萬 | 0.96% | +15,278+49.7% | 加碼 |
| Ninety One SA (PTY) Ltd | 46,375 | $463.0 萬 | 0.21% | +21,160+83.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 46,422 | $464.6 萬 | 0.00% | +41,351+815.4% | 加碼 |
| Capital Advantage, Inc. | 46,472 | $465.1 萬 | 0.70% | −80.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 46,238 | $465.4 萬 | 0.02% | −2,191−4.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 46,500 | $465.4 萬 | 0.04% | +46,500 | 新進 |
| Creative Planning | 46,882 | $469.2 萬 | 0.00% | −1,649−3.4% | 減碼 |
| Mariner, LLC | 47,144 | $471.9 萬 | 0.01% | −25,267−34.9% | 減碼 |
| La Banque Postale Asset Management SA | 47,921 | $479.6 萬 | 0.06% | −956−2.0% | 減碼 |
| Public Employees Retirement System of Ohio | 48,339 | $483.8 萬 | 0.02% | −42,783−47.0% | 減碼 |
| Yousif Capital Management, LLC | 48,474 | $485.2 萬 | 0.05% | +46,638+2,540.2% | 加碼 |
| Ieq Capital, LLC | 49,660 | $497.0 萬 | 0.02% | −27,010−35.2% | 減碼 |
| Nomura Asset Management Co Ltd | 49,795 | $498.4 萬 | 0.01% | +6,300+14.5% | 加碼 |
| Verition Fund Management LLC | 53,512 | $535.6 萬 | 0.03% | +30,003+127.6% | 加碼 |
| IMC-Chicago, LLC | 53,597 | $536.5 萬 | 0.10% | −23,761−30.7% | 減碼 |
| Wellington Management Group LLP | 53,680 | $537.3 萬 | 0.00% | −187,971−77.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 54,257 | $543.1 萬 | 0.02% | +4,786+9.7% | 加碼 |