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 |
|---|---|---|---|---|---|
| Gilder Gagnon Howe & Co LLC | 151,639 | $1,518 萬 | 0.15% | −79,849−34.5% | 減碼 |
| Storebrand Asset Management AS | 148,417 | $1,486 萬 | 0.04% | −6,541−4.2% | 減碼 |
| Bridgewater Associates, LP | 142,330 | $1,425 萬 | 0.06% | −234,048−62.2% | 減碼 |
| Virginia Retirement Systems Et Al | 141,900 | $1,420 萬 | 0.09% | −160,500−53.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 141,481 | $1,416 萬 | 0.03% | −20,656−12.7% | 減碼 |
| Hood River Capital Management LLC | 140,739 | $1,409 萬 | 0.17% | +7,210+5.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 140,123 | $1,402 萬 | 0.02% | −25,667−15.5% | 減碼 |
| STRS Ohio | 139,381 | $1,395 萬 | 0.05% | +579+0.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135,998 | $1,361 萬 | 0.01% | +6,129+4.7% | 加碼 |
| Aviva PLC | 120,719 | $1,208 萬 | 0.02% | +10,494+9.5% | 加碼 |
| Standard Life Aberdeen plc | 113,971 | $1,189 萬 | 0.02% | −36,925−24.5% | 減碼 |
| Illinois Municipal Retirement Fund | 112,991 | $1,131 萬 | 0.14% | −6,218−5.2% | 減碼 |
| Bank of Montreal | 109,806 | $1,099 萬 | 0.00% | +66,904+155.9% | 加碼 |
| Susquehanna International Group, LLP | 109,033 | $1,091 萬 | 0.02% | −301,930−73.5% | 減碼 |
| Danske Bank A/S | 108,291 | $1,084 萬 | 0.03% | −32,255−22.9% | 減碼 |
| American Century Companies Inc | 107,384 | $1,075 萬 | 0.01% | −17,160−13.8% | 減碼 |
| State of Wisconsin Investment Board | 107,366 | $1,075 萬 | 0.02% | −3,528−3.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 105,588 | $1,057 萬 | 0.02% | −25,869−19.7% | 減碼 |
| New York State Teachers Retirement System | 105,124 | $1,052 萬 | 0.02% | +98,812+1,565.5% | 加碼 |
| Balyasny Asset Management LLC | 104,093 | $1,042 萬 | 0.02% | −129,658−55.5% | 減碼 |
| ExodusPoint Capital Management, LP | 103,956 | $1,040 萬 | 0.15% | +80,123+336.2% | 加碼 |
| PEAK6 LLC | 102,893 | $1,030 萬 | 0.26% | −27,976−21.4% | 減碼 |
| Forsta Ap-Fonden | 101,300 | $1,014 萬 | 0.06% | +15,100+17.5% | 加碼 |
| Vinva Investment Management Ltd | 95,660 | $997.6 萬 | 0.20% | −95,008−49.8% | 減碼 |
| Andra AP-fonden | 94,600 | $946.9 萬 | 0.12% | −3,120−3.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 93,000 | $930.8 萬 | 0.72% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 92,200 | $922.8 萬 | 0.04% | +1,800+2.0% | 加碼 |
| Royal London Asset Management Ltd | 91,765 | $918.5 萬 | 0.02% | −2,800−3.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 90,517 | $906.0 萬 | 0.03% | +31,938+54.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 89,730 | $898.1 萬 | 0.01% | +81,501+990.4% | 加碼 |
| Colony Group, LLC | 89,261 | $894.7 萬 | 0.01% | +4,412+5.2% | 加碼 |
| Korea Investment CORP | 86,318 | $864.0 萬 | 0.02% | −47,404−35.4% | 減碼 |
| Russell Investments Group, Ltd. | 84,234 | $846.2 萬 | 0.01% | −85,945−50.5% | 減碼 |
| Two Sigma Advisers, LP | 83,900 | $839.8 萬 | 0.02% | −54,097−39.2% | 減碼 |
| Cerity Partners LLC | 83,294 | $833.7 萬 | 0.01% | +2,072+2.6% | 加碼 |
| Flight Deck Capital, LP | 80,300 | $803.7 萬 | 6.09% | +80,300 | 新進 |
| MetLife Investment Management | 79,805 | $798.8 萬 | 0.04% | +76,351+2,210.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,496 | $775.7 萬 | 0.01% | −6,679−7.9% | 減碼 |
| APG Asset Management N.V. | 90,412 | $770.2 萬 | 0.02% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,857 | $765.9 萬 | 0.02% | +23,326+43.6% | 加碼 |
| Meritage Portfolio Management | 76,318 | $763.9 萬 | 0.51% | +76,318 | 新進 |
| Two Sigma Investments, LP | 75,709 | $757.8 萬 | 0.01% | −155,805−67.3% | 減碼 |
| Empowered Funds, LLC | 75,679 | $757.5 萬 | 0.08% | +15,546+25.9% | 加碼 |
| New York State Common Retirement Fund | 74,781 | $748.5 萬 | 0.01% | −1,400−1.8% | 減碼 |
| Achmea Investment Management B.V. | 72,454 | $725.2 萬 | 0.09% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 72,319 | $723.8 萬 | 0.28% | −99,635−57.9% | 減碼 |
| SEI Investments Co | 72,038 | $720.9 萬 | 0.01% | −18,090−20.1% | 減碼 |
| Panagora Asset Management Inc | 71,780 | $718.4 萬 | 0.03% | −2,942−3.9% | 減碼 |
| Mutual of America Capital Management LLC | 70,860 | $709.2 萬 | 0.07% | +70,860 | 新進 |
| Amalgamated Bank | 70,608 | $706.7 萬 | 0.05% | +62,306+750.5% | 加碼 |
| Federated Hermes, Inc. | 70,294 | $703.6 萬 | 0.01% | +11,577+19.7% | 加碼 |
| Circumference Group LLC | 69,000 | $690.6 萬 | 8.11% | +2,000+3.0% | 加碼 |
| RJA Asset Management LLC | 68,082 | $681.4 萬 | 2.59% | +48,000+239.0% | 加碼 |
| UniSuper Management Pty Ltd | 67,894 | $679.6 萬 | 0.04% | +10,886+19.1% | 加碼 |
| Swedbank AB | 67,538 | $676.0 萬 | 0.01% | +1,130+1.7% | 加碼 |
| AXA Investment Managers S.A. | 66,733 | $667.9 萬 | 0.02% | +66,733 | 新進 |
| Impax Asset Management Group plc | 65,636 | $657.0 萬 | 0.04% | +65,636 | 新進 |
| Alta Park Capital, LP | 65,381 | $654.4 萬 | 0.66% | −240,437−78.6% | 減碼 |
| Treasurer of the State of North Carolina | 63,571 | $636.3 萬 | 0.02% | −2,482−3.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 63,003 | $630.6 萬 | 0.01% | −98,399−61.0% | 減碼 |
| Level Four Advisory Services, LLC | 62,713 | $627.7 萬 | 0.21% | −4,636−6.9% | 減碼 |
| Millennium Management LLC | 62,182 | $622.4 萬 | 0.00% | −548,043−89.8% | 減碼 |
| 13D Management LLC | 60,755 | $608.1 萬 | 5.83% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 60,654 | $607.1 萬 | 0.02% | +60,654 | 新進 |
| Brandywine Global Investment Management, LLC | 60,292 | $606.3 萬 | 0.04% | +60,292 | 新進 |
| 180 Wealth Advisors, LLC | 60,327 | $603.8 萬 | 0.74% | −1,199−1.9% | 減碼 |
| Selective Wealth Management, Inc. | 55,484 | $596.7 萬 | 1.92% | −1,773−3.1% | 減碼 |
| Asset Management One Co.,Ltd. | 59,326 | $593.8 萬 | 0.02% | −7,407−11.1% | 減碼 |
| Metavasi Capital LP | 59,000 | $590.5 萬 | 2.10% | −11,000−15.7% | 減碼 |
| CWA Asset Management Group, LLC | 58,772 | $588.2 萬 | 0.22% | +2,929+5.2% | 加碼 |
| DnB Asset Management AS | 58,073 | $581.3 萬 | 0.02% | +31,792+121.0% | 加碼 |
| Trexquant Investment LP | 57,410 | $574.6 萬 | 0.06% | +57,410 | 新進 |
| Sora Investors LLC | 57,143 | $571.9 萬 | 0.53% | +57,143 | 新進 |
| Archon Capital Management LLC | 56,300 | $563.5 萬 | 3.36% | +25,300+81.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 56,204 | $562.5 萬 | 0.13% | +36,693+188.1% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 54,400 | $544.5 萬 | 0.04% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 54,257 | $543.1 萬 | 0.02% | +4,786+9.7% | 加碼 |
| Wellington Management Group LLP | 53,680 | $537.3 萬 | 0.00% | −187,971−77.8% | 減碼 |
| IMC-Chicago, LLC | 53,597 | $536.5 萬 | 0.10% | −23,761−30.7% | 減碼 |
| Verition Fund Management LLC | 53,512 | $535.6 萬 | 0.03% | +30,003+127.6% | 加碼 |
| Nomura Asset Management Co Ltd | 49,795 | $498.4 萬 | 0.01% | +6,300+14.5% | 加碼 |
| Ieq Capital, LLC | 49,660 | $497.0 萬 | 0.02% | −27,010−35.2% | 減碼 |
| Yousif Capital Management, LLC | 48,474 | $485.2 萬 | 0.05% | +46,638+2,540.2% | 加碼 |
| Public Employees Retirement System of Ohio | 48,339 | $483.8 萬 | 0.02% | −42,783−47.0% | 減碼 |
| La Banque Postale Asset Management SA | 47,921 | $479.6 萬 | 0.06% | −956−2.0% | 減碼 |
| Mariner, LLC | 47,144 | $471.9 萬 | 0.01% | −25,267−34.9% | 減碼 |
| Creative Planning | 46,882 | $469.2 萬 | 0.00% | −1,649−3.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 46,500 | $465.4 萬 | 0.04% | +46,500 | 新進 |
| Resona Asset Management Co.,Ltd. | 46,238 | $465.4 萬 | 0.02% | −2,191−4.5% | 減碼 |
| Capital Advantage, Inc. | 46,472 | $465.1 萬 | 0.70% | −80.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 46,422 | $464.6 萬 | 0.00% | +41,351+815.4% | 加碼 |
| Ninety One SA (PTY) Ltd | 46,375 | $463.0 萬 | 0.21% | +21,160+83.9% | 加碼 |
| Hedeker Wealth, LLC | 46,013 | $460.5 萬 | 0.96% | +15,278+49.7% | 加碼 |
| Vident Advisory, LLC | 45,774 | $458.2 萬 | 0.04% | +39,183+594.5% | 加碼 |
| State of Michigan Retirement System | 45,400 | $454.4 萬 | 0.02% | +36,500+410.1% | 加碼 |
| Arizona State Retirement System | 45,086 | $451.3 萬 | 0.02% | +2,532+6.0% | 加碼 |
| Farmers Trust Co | 44,862 | $449.0 萬 | 0.77% | −2,396−5.1% | 減碼 |
| Qsemble Capital Management, LP | 44,860 | $449.0 萬 | 0.44% | +44,860 | 新進 |
| XTX Topco Ltd | 44,824 | $448.6 萬 | 0.23% | +44,824 | 新進 |
| Federation des caisses Desjardins du Quebec | 44,821 | $448.6 萬 | 0.02% | −8,066−15.3% | 減碼 |