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 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 |
|---|---|---|---|---|---|
| Generali Investments, Management Co LLC | 9,067 | $129.0 萬 | 0.26% | +2,254+33.1% | 加碼 |
| Azzad Asset Management Inc | 9,270 | $131.9 萬 | 0.13% | −6,613−41.6% | 減碼 |
| TLWM | 9,415 | $133.9 萬 | 0.25% | −29−0.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,370 | $134.1 萬 | 0.01% | +1,347+16.8% | 加碼 |
| Wincap Financial LLC | 9,609 | $136.7 萬 | 0.94% | +3,925+69.1% | 加碼 |
| Allianz Asset Management GmbH | 9,701 | $138.0 萬 | 0.00% | −29,885−75.5% | 減碼 |
| Archon Capital Management LLC | 9,800 | $139.4 萬 | 0.79% | −46,500−82.6% | 減碼 |
| Quadrant Capital Group LLC | 9,936 | $141.3 萬 | 0.04% | +8,861+824.3% | 加碼 |
| Abn Amro Investment Solutions | 9,965 | $141.7 萬 | 0.02% | +7,612+323.5% | 加碼 |
| Sanctuary Advisors, LLC | 9,995 | $142.2 萬 | 0.01% | −3,444−25.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,180 | $144.8 萬 | 0.09% | −532−5.0% | 減碼 |
| RMR Wealth Builders | 10,417 | $148.2 萬 | 0.12% | 00.0% | 不變 |
| Sunstone Asset Management, L.P. | 10,515 | $149.6 萬 | 1.47% | +10,515 | 新進 |
| Tobam | 10,517 | $149.6 萬 | 0.37% | +3,898+58.9% | 加碼 |
| Formula Growth Ltd | 10,688 | $152.0 萬 | 0.59% | −14,312−57.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,734 | $152.7 萬 | 0.02% | −1,221−10.2% | 減碼 |
| Securian Asset Management, Inc | 11,049 | $157.2 萬 | 0.06% | −442−3.8% | 減碼 |
| Verdence Capital Advisors LLC | 11,141 | $158.5 萬 | 0.09% | +277+2.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 11,191 | $159.2 萬 | 0.02% | 00.0% | 不變 |
| Schnieders Capital Management, LLC. | 11,320 | $161.0 萬 | 0.25% | +11,320 | 新進 |
| State of Wyoming | 11,431 | $162.6 萬 | 0.18% | +2,889+33.8% | 加碼 |
| Bank of Nova Scotia | 11,472 | $163.2 萬 | 0.00% | +1,109+10.7% | 加碼 |
| Summit Trail Advisors, LLC | 11,567 | $164.5 萬 | 0.03% | −565−4.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 11,576 | $164.7 萬 | 0.03% | −13,525−53.9% | 減碼 |
| Shelton Wealth Management, LLC | 11,691 | $166.3 萬 | 0.73% | +824+7.6% | 加碼 |
| Miracle Mile Advisors, LLC | 11,868 | $168.8 萬 | 0.02% | +151+1.3% | 加碼 |
| Empowered Funds, LLC | 11,904 | $169.3 萬 | 0.03% | −63,775−84.3% | 減碼 |
| Allstate Corp | 11,918 | $169.5 萬 | 0.02% | +5,936+99.2% | 加碼 |
| Baker Avenue Asset Management, LP | 11,970 | $170.3 萬 | 0.04% | +1,562+15.0% | 加碼 |
| Circle Wealth Management, LLC | 12,019 | $171.0 萬 | 0.03% | 00.0% | 不變 |
| Lido Advisors, LLC | 17,106 | $171.5 萬 | 0.01% | +44+0.3% | 加碼 |
| Bouvel Investment Partners, LLC | 12,107 | $172.2 萬 | 0.50% | +354+3.0% | 加碼 |
| CWA Asset Management Group, LLC | 12,183 | $173.3 萬 | 0.06% | −46,589−79.3% | 減碼 |
| SBI Securities Co., Ltd. | 12,252 | $174.3 萬 | 0.04% | +1,914+18.5% | 加碼 |
| NorthRock Partners, LLC | 12,356 | $175.8 萬 | 0.03% | +12,356 | 新進 |
| Krane Funds Advisors LLC | 12,407 | $176.5 萬 | 0.06% | +114+0.9% | 加碼 |
| Generali Asset Management SPA SGR | 12,838 | $182.6 萬 | 0.04% | −2,649−17.1% | 減碼 |
| Daiwa Securities Group Inc. | 12,953 | $184.2 萬 | 0.01% | +200+1.6% | 加碼 |
| Board of the Pension Protection Fund | 13,000 | $184.9 萬 | 1.76% | +300+2.4% | 加碼 |
| Jane Street Group, LLC | 13,017 | $185.2 萬 | 0.00% | −174,200−93.0% | 減碼 |
| Federated Hermes, Inc. | 13,266 | $188.7 萬 | 0.00% | −57,028−81.1% | 減碼 |
| Rockefeller Capital Management L.P. | 13,273 | $188.8 萬 | 0.00% | +1,507+12.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 13,397 | $190.6 萬 | 0.06% | −58,922−81.5% | 減碼 |
| Mercer Global Advisors Inc | 13,448 | $191.3 萬 | 0.00% | +4,678+53.3% | 加碼 |
| Centaurus Financial, Inc. | 13,576 | $193.1 萬 | 0.09% | −11−0.1% | 減碼 |
| New York Life Investment Management LLC | 13,649 | $194.1 萬 | 0.02% | −1,227−8.2% | 減碼 |
| Caxton Associates LLP | 13,734 | $195.4 萬 | 0.04% | +782+6.0% | 加碼 |
| Optimize Financial Inc | 13,835 | $196.8 萬 | 0.99% | +196+1.4% | 加碼 |
| South Dakota Investment Council | 13,843 | $196.9 萬 | 0.04% | +7,143+106.6% | 加碼 |
| Fifth Third Bancorp | 14,024 | $199.5 萬 | 0.01% | +10,834+339.6% | 加碼 |
| Vontobel Holding Ltd. | 14,054 | $199.9 萬 | 0.01% | −3,939−21.9% | 減碼 |
| North Dakota State Investment Board | 14,071 | $200.1 萬 | 0.07% | +14,071 | 新進 |
| Carret Asset Management, LLC | 14,260 | $202.8 萬 | 0.19% | +2,520+21.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,320 | $203.7 萬 | 0.00% | +1,185+9.0% | 加碼 |
| Credit Agricole S A | 14,382 | $204.6 萬 | 0.01% | −1,637−10.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 14,447 | $205.5 萬 | 0.01% | +59+0.4% | 加碼 |
| Macquarie Group Ltd | 14,527 | $206.6 萬 | 0.01% | −186,520−92.8% | 減碼 |
| Bridgeway Capital Management, LLC | 14,600 | $207.7 萬 | 0.04% | −100−0.7% | 減碼 |
| Kultura Capital Management LP | 14,700 | $209.1 萬 | 1.52% | +14,700 | 新進 |
| State of Alaska, Department of Revenue | 14,980 | $213.0 萬 | 0.02% | −1,430−8.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 15,228 | $216.6 萬 | 0.01% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $217.0 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 15,311 | $217.8 萬 | 0.04% | +4,060+36.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $220.1 萬 | 0.00% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 15,493 | $220.4 萬 | 0.19% | −423−2.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 15,671 | $222.9 萬 | 0.03% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 15,812 | $224.9 萬 | 0.07% | +15,812 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,828 | $225.1 萬 | 0.02% | −1,745−9.9% | 減碼 |
| XTX Topco Ltd | 15,834 | $225.2 萬 | 0.06% | −28,990−64.7% | 減碼 |
| Janney Montgomery Scott LLC | 16,002 | $227.6 萬 | 0.01% | +4,319+37.0% | 加碼 |
| CWM, LLC | 16,049 | $228.3 萬 | 0.01% | +57+0.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 16,533 | $235.2 萬 | 0.01% | −164,254−90.9% | 減碼 |
| HighTower Advisors, LLC | 16,608 | $236.2 萬 | 0.00% | +651+4.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,791 | $238.8 萬 | 0.00% | −3,575−17.6% | 減碼 |
| OP Asset Management Ltd | 17,053 | $242.6 萬 | 0.03% | +1,446+9.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 21,513 | $243.2 萬 | 0.09% | +3,090+16.8% | 加碼 |
| Kestra Advisory Services, LLC | 17,955 | $255.4 萬 | 0.01% | +2,328+14.9% | 加碼 |
| Kestra Investment Management, LLC | 18,066 | $257.0 萬 | 0.06% | +951+5.6% | 加碼 |
| Ethic Inc. | 18,266 | $259.8 萬 | 0.04% | −2,835−13.4% | 減碼 |
| GM Advisory Group, Inc. | 18,383 | $261.5 萬 | 0.10% | −5,478−23.0% | 減碼 |
| Janus Henderson Group PLC | 18,485 | $263.0 萬 | 0.00% | +6,803+58.2% | 加碼 |
| National Pension Service | 18,545 | $263.8 萬 | 0.00% | +12,025+184.4% | 加碼 |
| RSM US Wealth Management LLC | 18,529 | $267.1 萬 | 0.03% | +732+4.1% | 加碼 |
| NFJ Investment Group, LLC | 18,795 | $267.3 萬 | 0.10% | −3,736−16.6% | 減碼 |
| Tredje AP-fonden | 18,937 | $269.4 萬 | 0.02% | +18,937 | 新進 |
| Oddo BHF Asset Management SAS | 18,969 | $269.8 萬 | 0.10% | +4,244+28.8% | 加碼 |
| Investment Management Corp of Ontario | 19,038 | $270.8 萬 | 0.04% | +3,304+21.0% | 加碼 |
| Venture Visionary Partners LLC | 19,071 | $271.3 萬 | 0.09% | +19,071 | 新進 |
| CI Private Wealth, LLC | 19,094 | $271.6 萬 | 0.00% | +4,424+30.2% | 加碼 |
| Aurora Investment Counsel | 19,184 | $272.9 萬 | 1.43% | +19,184 | 新進 |
| John G Ullman & Associates Inc | 19,216 | $273.3 萬 | 0.36% | −525−2.7% | 減碼 |
| Eurizon Capital SGR S.p.A. | 19,241 | $274.1 萬 | 0.01% | +19,241 | 新進 |
| Gateway Investment Advisers LLC | 19,351 | $275.2 萬 | 0.03% | +2,891+17.6% | 加碼 |
| We Are One Seven, LLC | 19,513 | $277.6 萬 | 0.06% | −44−0.2% | 減碼 |
| Nissay Asset Management Corp | 19,530 | $277.8 萬 | 0.01% | +229+1.2% | 加碼 |
| Regions Financial Corp | 19,605 | $278.9 萬 | 0.02% | +19,605 | 新進 |
| Truvestments Capital LLC | 19,667 | $279.7 萬 | 0.51% | +2,116+12.1% | 加碼 |
| Natixis Advisors, L.P. | 19,760 | $281.1 萬 | 0.00% | +5,130+35.1% | 加碼 |
| Franklin Resources Inc | 20,098 | $285.9 萬 | 0.00% | +664+3.4% | 加碼 |
| LSV Asset Management | 21,035 | $299.2 萬 | 0.01% | 00.0% | 不變 |