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 4 季 13F 持有人
Twilio Inc 在 2025/12/31 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
- 871
- 較 2025 年第 3 季 +112 家
- 持有股數
- 1.37 億
- 較 2025 年第 3 季 −259.2 萬 (−1.9%)
- 總市值
- $194.7 億
- 較 2025 年第 3 季 +$54.9 億 (+39.3%)
- 新進機構
- 189
- 另有 271 家加碼
- 清倉機構
- 77
- 另有 288 家減碼
另有 18 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,423,070 | $23.4 億 | 0.04% | −418,726−2.5% | 減碼 |
| Vanguard Group Inc | 15,449,586 | $22.0 億 | 0.03% | +143,597+0.9% | 加碼 |
| FMR LLC | 10,672,418 | $15.2 億 | 0.08% | +2,323,461+27.8% | 加碼 |
| JPMorgan Chase & Co | 9,153,934 | $13.0 億 | 0.09% | −1,784,318−16.3% | 減碼 |
| State Street Corp | 5,787,207 | $8.23 億 | 0.03% | −92,188−1.6% | 減碼 |
| Invesco Ltd. | 3,151,546 | $4.48 億 | 0.04% | +1,142,309+56.9% | 加碼 |
| Royal Bank of Canada | 2,944,377 | $4.19 億 | 0.07% | +110,941+3.9% | 加碼 |
| Geode Capital Management, LLC | 2,746,881 | $3.90 億 | 0.02% | −23,533−0.8% | 減碼 |
| Sachem Head Capital Management LP | 2,295,000 | $3.26 億 | 7.65% | −1,000,000−30.3% | 減碼 |
| Morgan Stanley | 2,176,841 | $3.10 億 | 0.02% | −523,247−19.4% | 減碼 |
| Pictet Asset Management Holding SA | 1,982,340 | $2.82 億 | 0.27% | −287,345−12.7% | 減碼 |
| UBS Group AG | 1,956,757 | $2.78 億 | 0.06% | −942,871−32.5% | 減碼 |
| Citadel Advisors LLC | 1,940,657 | $2.76 億 | 0.19% | +1,523,932+365.7% | 加碼 |
| Norges Bank | 1,925,354 | $2.74 億 | 0.03% | +1,925,354 | 新進 |
| SRS Investment Management, LLC | 1,810,278 | $2.57 億 | 2.71% | +1,810,278 | 新進 |
| Northern Trust Corp | 1,778,918 | $2.53 億 | 0.03% | +105,579+6.3% | 加碼 |
| FIL Ltd | 1,740,832 | $2.48 億 | 0.19% | −975,024−35.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,734,425 | $2.47 億 | 0.05% | +87,999+5.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,589,750 | $2.26 億 | 0.13% | −816,164−33.9% | 減碼 |
| Slate Path Capital LP | 1,562,600 | $2.22 億 | 3.00% | +1,107,700+243.5% | 加碼 |
| Dimensional Fund Advisors LP | 1,536,672 | $2.19 億 | 0.05% | −16,369−1.1% | 減碼 |
| Nordea Investment Management AB | 1,176,896 | $1.69 億 | 0.14% | +24,169+2.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,066,242 | $1.52 億 | 0.02% | −10,790−1.0% | 減碼 |
| Bank of New York Mellon Corp | 1,056,819 | $1.50 億 | 0.03% | −155,617−12.8% | 減碼 |
| Balyasny Asset Management LLC | 1,051,014 | $1.49 億 | 0.28% | +946,921+909.7% | 加碼 |
| Bank of America Corp | 1,039,456 | $1.48 億 | 0.01% | −214,461−17.1% | 減碼 |
| Amundi | 1,027,033 | $1.46 億 | 0.04% | +13,810+1.4% | 加碼 |
| Durable Capital Partners LP | 962,089 | $1.37 億 | 1.29% | +962,089 | 新進 |
| Legal & General Group Plc | 943,571 | $1.34 億 | 0.03% | −66,815−6.6% | 減碼 |
| Goldman Sachs Group Inc | 874,642 | $1.24 億 | 0.02% | +100,753+13.0% | 加碼 |
| Deutsche Bank AG | 791,187 | $1.13 億 | 0.04% | +34,015+4.5% | 加碼 |
| KBC Group NV | 779,534 | $1.11 億 | 0.25% | −316,923−28.9% | 減碼 |
| No Street GP LP | 772,686 | $1.10 億 | 7.40% | −61,307−7.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 765,555 | $1.09 億 | 0.16% | −366,587−32.4% | 減碼 |
| Voya Investment Management LLC | 721,441 | $1.03 億 | 0.10% | −33,574−4.4% | 減碼 |
| Atreides Management, LP | 716,946 | $1.02 億 | 2.16% | −248,817−25.8% | 減碼 |
| Captrust Financial Advisors | 674,977 | $9,601 萬 | 0.18% | +29,325+4.5% | 加碼 |
| First Trust Advisors LP | 651,580 | $9,268 萬 | 0.07% | −325,565−33.3% | 減碼 |
| Point72 Asset Management, L.P. | 602,189 | $8,566 萬 | 0.13% | +356,306+144.9% | 加碼 |
| Principal Financial Group Inc | 596,438 | $8,484 萬 | 0.04% | +98,092+19.7% | 加碼 |
| Earnest Partners LLC | 590,981 | $8,406 萬 | 0.36% | +590,981 | 新進 |
| Dorsal Capital Management, LLC | 550,000 | $7,823 萬 | 2.75% | +550,000 | 新進 |
| Rhumbline Advisers | 547,367 | $7,786 萬 | 0.06% | −5,614−1.0% | 減碼 |
| Schroder Investment Management Group | 535,236 | $7,715 萬 | 0.06% | −384,959−41.8% | 減碼 |
| Freestone Grove Partners LP | 494,752 | $7,037 萬 | 0.51% | −529,490−51.7% | 減碼 |
| Glenmede Trust Co NA | 486,023 | $6,913 萬 | 0.33% | +486,023 | 新進 |
| D. E. Shaw & Co., Inc. | 430,557 | $6,124 萬 | 0.05% | +384,135+827.5% | 加碼 |
| Swiss National Bank | 420,400 | $5,980 萬 | 0.04% | −19,700−4.5% | 減碼 |
| American Century Companies Inc | 399,921 | $5,688 萬 | 0.03% | +292,537+272.4% | 加碼 |
| Pacer Advisors, Inc. | 394,794 | $5,616 萬 | 0.15% | −79,903−16.8% | 減碼 |
| Man Group plc | 390,713 | $5,558 萬 | 0.11% | −89,993−18.7% | 減碼 |
| Canada Pension Plan Investment Board | 386,200 | $5,493 萬 | 0.04% | +228,698+145.2% | 加碼 |
| Fred Alger Management, LLC | 372,481 | $5,298 萬 | 0.21% | −70,511−15.9% | 減碼 |
| Retirement Systems of Alabama | 365,412 | $5,198 萬 | 0.17% | −3,550−1.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 359,525 | $5,114 萬 | 0.28% | −15,681−4.2% | 減碼 |
| Wells Fargo & Company | 359,354 | $5,111 萬 | 0.01% | −49,907−12.2% | 減碼 |
| Jupiter Asset Management Ltd | 349,304 | $4,969 萬 | 0.40% | −136,803−28.1% | 減碼 |
| Ameriprise Financial Inc | 334,909 | $4,764 萬 | 0.01% | −98,845−22.8% | 減碼 |
| Barclays PLC | 333,829 | $4,748 萬 | 0.02% | +7,187+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 332,280 | $4,726 萬 | 0.03% | −13,705−4.0% | 減碼 |
| Truist Financial Corp | 320,597 | $4,560 萬 | 0.06% | +19,916+6.6% | 加碼 |
| Alyeska Investment Group, L.P. | 312,348 | $4,443 萬 | 0.13% | −2,331,511−88.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 309,573 | $4,403 萬 | 0.14% | +309,573 | 新進 |
| Marshall Wace, LLP | 306,873 | $4,365 萬 | 0.04% | +153,551+100.1% | 加碼 |
| Price T Rowe Associates Inc | 303,401 | $4,316 萬 | 0.00% | +9,377+3.2% | 加碼 |
| Envestnet Asset Management Inc | 298,805 | $4,250 萬 | 0.01% | +117,456+64.8% | 加碼 |
| Blue Grotto Capital, LLC | 298,483 | $4,246 萬 | 4.36% | −125,878−29.7% | 減碼 |
| AQR Capital Management LLC | 282,347 | $4,016 萬 | 0.02% | −46,022−14.0% | 減碼 |
| Quantinno Capital Management LP | 272,740 | $3,879 萬 | 0.08% | +82,841+43.6% | 加碼 |
| California Public Employees Retirement System | 266,074 | $3,785 萬 | 0.02% | −13,193−4.7% | 減碼 |
| Citigroup Inc | 262,035 | $3,727 萬 | 0.03% | +5,827+2.3% | 加碼 |
| Baird Financial Group, Inc. | 259,911 | $3,697 萬 | 0.06% | −55,433−17.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 257,698 | $3,665 萬 | 0.10% | −115,446−30.9% | 減碼 |
| Alkeon Capital Management LLC | 250,000 | $3,556 萬 | 0.16% | +250,000 | 新進 |
| Capital Fund Management S.A. | 249,600 | $3,550 萬 | 0.34% | −68,256−21.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 254,771 | $3,525 萬 | 0.06% | −19,662−7.2% | 減碼 |
| California State Teachers Retirement System | 240,894 | $3,426 萬 | 0.03% | −2,928−1.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 240,389 | $3,420 萬 | 0.05% | −2,488−1.0% | 減碼 |
| Blair William & Co | 235,993 | $3,357 萬 | 0.09% | +36,425+18.3% | 加碼 |
| Nomura Asset Management International Inc. | 233,246 | $3,318 萬 | 0.05% | +233,246 | 新進 |
| Nuveen, LLC | 226,735 | $3,225 萬 | 0.01% | −99,217−30.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 226,033 | $3,215 萬 | 0.16% | +226,033 | 新進 |
| LMR Partners LLP | 225,000 | $3,200 萬 | 0.31% | +25,000+12.5% | 加碼 |
| Pacific Heights Asset Management LLC | 210,000 | $2,987 萬 | 1.12% | +10,000+5.0% | 加碼 |
| Panagora Asset Management Inc | 205,786 | $2,927 萬 | 0.10% | +134,006+186.7% | 加碼 |
| Alliancebernstein L.P. | 200,644 | $2,854 萬 | 0.01% | +5,920+3.0% | 加碼 |
| Vinva Investment Management Ltd | 187,170 | $2,724 萬 | 0.34% | +91,510+95.7% | 加碼 |
| LPL Financial LLC | 178,184 | $2,534 萬 | 0.01% | +4,338+2.5% | 加碼 |
| Susquehanna International Group, LLP | 171,889 | $2,445 萬 | 0.03% | +62,856+57.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,554 | $2,369 萬 | 0.03% | +89,697+116.7% | 加碼 |
| Meridiem Capital Partners LP | 162,812 | $2,316 萬 | 1.45% | +162,812 | 新進 |
| King Luther Capital Management Corp | 160,730 | $2,286 萬 | 0.09% | −3,386−2.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 160,041 | $2,276 萬 | 0.04% | +54,453+51.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 157,514 | $2,240 萬 | 0.01% | −213,806−57.6% | 減碼 |
| Lord, Abbett & Co. LLC | 150,000 | $2,134 萬 | 0.07% | +150,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,336 | $2,108 萬 | 0.01% | +16,338+12.0% | 加碼 |
| Boston Partners | 147,738 | $2,101 萬 | 0.02% | −11,988−7.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 142,844 | $2,032 萬 | 0.21% | −8,795−5.8% | 減碼 |
| Ensign Peak Advisors, Inc | 141,563 | $2,014 萬 | 0.04% | −36,193−20.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 140,919 | $2,004 萬 | 0.62% | −14,630−9.4% | 減碼 |