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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 21,689 | $302.3 萬 | 0.00% | +722+3.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 21,470 | $305.4 萬 | 0.03% | −1,294−5.7% | 減碼 |
| Pathstone Holdings, LLC | 22,243 | $316.4 萬 | 0.01% | −211−0.9% | 減碼 |
| Staley Capital Advisers Inc | 22,500 | $320.0 萬 | 0.13% | 00.0% | 不變 |
| RBF Capital, LLC | 23,000 | $327.2 萬 | 0.15% | +10,000+76.9% | 加碼 |
| Utah Retirement Systems | 23,334 | $331.9 萬 | 0.03% | 00.0% | 不變 |
| Ritholtz Wealth Management | 23,894 | $339.9 萬 | 0.06% | −2,809−10.5% | 減碼 |
| Moore Capital Management, LP | 23,963 | $340.8 萬 | 0.07% | +23,963 | 新進 |
| Toronto Dominion Bank | 24,506 | $348.6 萬 | 0.01% | −261−1.1% | 減碼 |
| Two Sigma Investments, LP | 24,769 | $352.3 萬 | 0.01% | −50,940−67.3% | 減碼 |
| Prudential PLC | 24,918 | $354.4 萬 | 0.03% | 00.0% | 不變 |
| Sphera Management Technology Funds Ltd | 25,000 | $355.6 萬 | 1.86% | +5,000+25.0% | 加碼 |
| Altman Advisors, Inc. | 25,665 | $365.1 萬 | 1.38% | +67+0.3% | 加碼 |
| US Bancorp | 25,764 | $366.5 萬 | 0.00% | +18,931+277.1% | 加碼 |
| Commonwealth Equity Services, LLC | 25,770 | $366.6 萬 | 0.00% | −1,364−5.0% | 減碼 |
| Xponance, Inc. | 25,886 | $368.2 萬 | 0.03% | −2,773−9.7% | 減碼 |
| British Columbia Investment Management Corp | 27,226 | $387.3 萬 | 0.02% | +5,264+24.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 27,786 | $395.2 萬 | 0.12% | −976−3.4% | 減碼 |
| Parallel Advisors, LLC | 28,219 | $401.4 萬 | 0.07% | +44+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,632 | $407.3 萬 | 0.01% | −9,421−24.8% | 減碼 |
| JustInvest LLC | 28,805 | $409.7 萬 | 0.04% | +6,391+28.5% | 加碼 |
| Swiss Life Asset Management Ltd | 28,885 | $410.9 萬 | 0.02% | +2,408+9.1% | 加碼 |
| TD Asset Management Inc | 28,952 | $411.8 萬 | 0.00% | +882+3.1% | 加碼 |
| Nisa Investment Advisors, LLC | 28,955 | $411.9 萬 | 0.01% | +364+1.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 29,343 | $417.1 萬 | 0.02% | +1,179+4.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 29,937 | $425.8 萬 | 0.00% | +3,591+13.6% | 加碼 |
| Soltis Investment Advisors LLC | 30,191 | $429.4 萬 | 0.28% | −10,026−24.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 30,300 | $431.0 萬 | 0.05% | −600−1.9% | 減碼 |
| Campbell Capital Management Inc | 30,933 | $440.0 萬 | 1.49% | −5,192−14.4% | 減碼 |
| Prudential Financial Inc | 31,225 | $444.1 萬 | 0.01% | −7,493−19.4% | 減碼 |
| New Mexico Educational Retirement Board | 31,400 | $446.6 萬 | 0.13% | 00.0% | 不變 |
| Korea Investment CORP | 31,465 | $447.6 萬 | 0.01% | −54,853−63.5% | 減碼 |
| Readystate Asset Management LP | 31,527 | $448.4 萬 | 0.20% | −128,678−80.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 31,533 | $448.5 萬 | 0.04% | +4,000+14.5% | 加碼 |
| Ieq Capital, LLC | 31,882 | $453.5 萬 | 0.01% | −17,778−35.8% | 減碼 |
| Mackenzie Financial Corp | 31,748 | $456.7 萬 | 0.01% | +8,603+37.2% | 加碼 |
| Clayton Partners LLC | 32,468 | $461.8 萬 | 3.34% | −348−1.1% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 32,500 | $462.3 萬 | 3.39% | +32,500 | 新進 |
| DnB Asset Management AS | 33,046 | $470.0 萬 | 0.02% | −25,027−43.1% | 減碼 |
| CAPROCK Group, Inc. | 33,387 | $474.9 萬 | 0.10% | −4,349−11.5% | 減碼 |
| IMC-Chicago, LLC | 33,542 | $477.1 萬 | 0.08% | −20,055−37.4% | 減碼 |
| 1832 Asset Management L.P. | 33,573 | $477.5 萬 | 0.01% | +12,335+58.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 33,922 | $482.5 萬 | 0.06% | −278−0.8% | 減碼 |
| Walleye Trading LLC | 33,972 | $483.2 萬 | 0.08% | +32,472+2,164.8% | 加碼 |
| IFM Investors Pty Ltd | 34,333 | $488.4 萬 | 0.04% | −1,193−3.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,592 | $492.0 萬 | 0.04% | −1,500−4.2% | 減碼 |
| Pinebridge Investments LLC | 34,700 | $493.6 萬 | 0.04% | +34,700 | 新進 |
| Knights of Columbus Asset Advisors LLC | 35,140 | $499.8 萬 | 0.28% | −142−0.4% | 減碼 |
| Stifel Financial Corp | 35,437 | $504.0 萬 | 0.00% | −3,718−9.5% | 減碼 |
| Neuberger Berman Group LLC | 36,140 | $514.1 萬 | 0.00% | −925,049−96.2% | 減碼 |
| UniSuper Management Pty Ltd | 36,395 | $517.7 萬 | 0.03% | −31,499−46.4% | 減碼 |
| Condor Capital Management | 36,727 | $522.4 萬 | 0.42% | −1,201−3.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,940 | $539.7 萬 | 0.03% | −1,438−3.7% | 減碼 |
| Occam Crest Management LP | 38,000 | $540.5 萬 | 3.88% | +6,000+18.8% | 加碼 |
| MML Investors Services, LLC | 38,390 | $546.1 萬 | 0.01% | +28,250+278.6% | 加碼 |
| CIBC World Markets Inc. | 38,859 | $552.7 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 38,976 | $554.1 萬 | 0.01% | −1,110−2.8% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 38,541 | $555.5 萬 | 0.14% | +6,807+21.5% | 加碼 |
| Contango Wealth Management LLC | 39,500 | $561.8 萬 | 6.28% | +39,500 | 新進 |
| Oak Harvest Investment Services | 39,514 | $562.0 萬 | 0.61% | +3,647+10.2% | 加碼 |
| Yousif Capital Management, LLC | 47,077 | $563.6 萬 | 0.06% | −1,397−2.9% | 減碼 |
| Sienna Gestion | 40,103 | $575.2 萬 | 0.35% | 00.0% | 不變 |
| Melqart Asset Management (UK) Ltd | 40,447 | $575.3 萬 | 0.58% | +40,447 | 新進 |
| Farmers Trust Co | 40,485 | $575.9 萬 | 0.94% | −4,377−9.8% | 減碼 |
| Toroso Investments, LLC | 40,682 | $578.7 萬 | 0.02% | +29,644+268.6% | 加碼 |
| Panoramic Capital, LLC | 40,689 | $578.8 萬 | 3.31% | +13,478+49.5% | 加碼 |
| Exane Asset Management | 34,835 | $581.8 萬 | 1.22% | +34,835 | 新進 |
| Federation des caisses Desjardins du Quebec | 41,978 | $596.9 萬 | 0.02% | −2,843−6.3% | 減碼 |
| Louisiana State Employees Retirement System | 42,000 | $597.4 萬 | 0.10% | −700−1.6% | 減碼 |
| Arizona State Retirement System | 42,056 | $598.2 萬 | 0.03% | −3,030−6.7% | 減碼 |
| Hedeker Wealth, LLC | 42,345 | $602.3 萬 | 1.26% | −3,668−8.0% | 減碼 |
| Comerica Bank | 42,472 | $604.1 萬 | 0.02% | −186,522−81.5% | 減碼 |
| Handelsbanken Fonder AB | 42,700 | $607.4 萬 | 0.02% | +900+2.2% | 加碼 |
| State of Michigan Retirement System | 43,400 | $617.3 萬 | 0.03% | −2,000−4.4% | 減碼 |
| California First Leasing Corp | 44,000 | $625.9 萬 | 2.03% | +7,800+21.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 44,119 | $627.5 萬 | 0.27% | −2,256−4.9% | 減碼 |
| Cetera Investment Advisers | 45,222 | $643.2 萬 | 0.01% | +10,462+30.1% | 加碼 |
| Selective Wealth Management, Inc. | 54,305 | $650.5 萬 | 2.03% | −1,179−2.1% | 減碼 |
| La Banque Postale Asset Management SA | 45,834 | $651.9 萬 | 0.08% | −2,087−4.4% | 減碼 |
| Beaconlight Capital, LLC | 46,060 | $655.2 萬 | 3.83% | +22,644+96.7% | 加碼 |
| Capital Advantage, Inc. | 46,472 | $661.0 萬 | 0.89% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 46,500 | $661.4 萬 | 0.05% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 47,111 | $669.6 萬 | 0.03% | +873+1.9% | 加碼 |
| Cinctive Capital Management LP | 48,699 | $692.7 萬 | 0.40% | +14,098+40.7% | 加碼 |
| Creative Planning | 48,932 | $696.0 萬 | 0.00% | +2,050+4.4% | 加碼 |
| State of Tennessee, Treasury Department | 58,163 | $700.6 萬 | 0.02% | −2,491−4.1% | 減碼 |
| Nomura Asset Management Co Ltd | 49,757 | $707.7 萬 | 0.02% | −38−0.1% | 減碼 |
| Carmignac Gestion | 50,000 | $711.2 萬 | 0.10% | +50,000 | 新進 |
| Impax Asset Management Group plc | 50,494 | $718.2 萬 | 0.04% | −15,142−23.1% | 減碼 |
| Victory Capital Management Inc | 50,883 | $723.8 萬 | 0.00% | −541,202−91.4% | 減碼 |
| SG Americas Securities, LLC | 51,062 | $726.3 萬 | 0.01% | +48,793+2,150.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 51,532 | $733.0 萬 | 0.04% | +9,308+22.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 53,573 | $762.0 萬 | 0.03% | −684−1.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 55,078 | $783.4 萬 | 0.05% | +678+1.2% | 加碼 |
| Osterweis Capital Management Inc | 55,215 | $785.4 萬 | 0.33% | +55,215 | 新進 |
| Vident Advisory, LLC | 56,024 | $796.9 萬 | 0.07% | +10,250+22.4% | 加碼 |
| 180 Wealth Advisors, LLC | 56,123 | $798.3 萬 | 0.91% | −4,204−7.0% | 減碼 |
| Frontier Capital Management Co LLC | 56,555 | $804.4 萬 | 0.09% | −134,295−70.4% | 減碼 |
| Assenagon Asset Management S.A. | 58,024 | $825.3 萬 | 0.01% | +25,141+76.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 58,467 | $832.4 萬 | 0.06% | −1,825−3.0% | 減碼 |