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 |
|---|---|---|---|---|---|
| Alta Park Capital, LP | 140,467 | $1,998 萬 | 2.40% | +75,086+114.8% | 加碼 |
| Hood River Capital Management LLC | 139,174 | $1,980 萬 | 0.22% | −1,565−1.1% | 減碼 |
| Great West Life Assurance Co | 136,820 | $1,946 萬 | 0.03% | −220,883−61.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 133,122 | $1,894 萬 | 0.03% | −7,001−5.0% | 減碼 |
| J. Safra Sarasin Holding AG | 132,204 | $1,880 萬 | 0.31% | +132,204 | 新進 |
| HSBC Holdings PLC | 127,222 | $1,815 萬 | 0.01% | −25,795−16.9% | 減碼 |
| Aviva PLC | 126,725 | $1,803 萬 | 0.03% | +6,006+5.0% | 加碼 |
| Virginia Retirement Systems Et Al | 126,100 | $1,794 萬 | 0.11% | −15,800−11.1% | 減碼 |
| Bridgewater Associates, LP | 124,757 | $1,775 萬 | 0.06% | −17,573−12.3% | 減碼 |
| Raymond James Financial Inc | 124,230 | $1,767 萬 | 0.01% | −59,169−32.3% | 減碼 |
| Ninety One UK Ltd | 123,952 | $1,763 萬 | 0.04% | −1,387,341−91.8% | 減碼 |
| PEAK6 LLC | 121,365 | $1,726 萬 | 0.47% | +18,472+18.0% | 加碼 |
| New York State Teachers Retirement System | 116,494 | $1,657 萬 | 0.03% | +11,370+10.8% | 加碼 |
| Sora Investors LLC | 116,344 | $1,655 萬 | 1.43% | +59,201+103.6% | 加碼 |
| Standard Life Aberdeen plc | 115,153 | $1,638 萬 | 0.03% | +1,182+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,218 | $1,625 萬 | 0.04% | −27,263−19.3% | 減碼 |
| Danske Bank A/S | 112,944 | $1,607 萬 | 0.04% | +4,653+4.3% | 加碼 |
| Wellington Management Group LLP | 112,917 | $1,606 萬 | 0.00% | +59,237+110.4% | 加碼 |
| Illinois Municipal Retirement Fund | 109,457 | $1,557 萬 | 0.20% | −3,534−3.1% | 減碼 |
| Woodline Partners LP | 107,325 | $1,527 萬 | 0.06% | +107,325 | 新進 |
| Millennium Management LLC | 106,206 | $1,511 萬 | 0.01% | +44,024+70.8% | 加碼 |
| Toronado Partners, LLC | 104,663 | $1,489 萬 | 14.22% | −71,514−40.6% | 減碼 |
| Storebrand Asset Management AS | 102,732 | $1,461 萬 | 0.04% | −45,685−30.8% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 101,306 | $1,460 萬 | 0.04% | +101,306 | 新進 |
| Ardmore Road Asset Management LP | 101,002 | $1,437 萬 | 1.09% | −148,998−59.6% | 減碼 |
| Walleye Capital LLC | 98,607 | $1,403 萬 | 0.08% | +91,473+1,282.2% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 97,689 | $1,390 萬 | 0.13% | +97,689 | 新進 |
| Zacks Investment Management | 97,362 | $1,385 萬 | 0.11% | +95,100+4,204.2% | 加碼 |
| State of Wisconsin Investment Board | 94,139 | $1,339 萬 | 0.03% | −13,227−12.3% | 減碼 |
| Colony Group, LLC | 93,665 | $1,328 萬 | 0.02% | +4,404+4.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 93,000 | $1,323 萬 | 0.94% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 91,246 | $1,298 萬 | 0.03% | −519−0.6% | 減碼 |
| KLP Kapitalforvaltning AS | 90,000 | $1,280 萬 | 0.05% | −2,200−2.4% | 減碼 |
| Metavasi Capital LP | 87,574 | $1,246 萬 | 5.49% | +28,574+48.4% | 加碼 |
| O'Neil Global Advisors, Inc. | 86,487 | $1,230 萬 | 4.23% | +86,487 | 新進 |
| Manufacturers Life Insurance Company, The | 85,314 | $1,214 萬 | 0.01% | −4,416−4.9% | 減碼 |
| Engineers Gate Manager LP | 84,858 | $1,207 萬 | 0.14% | +80,803+1,992.7% | 加碼 |
| Polar Capital Holdings Plc | 83,794 | $1,192 萬 | 0.05% | +83,794 | 新進 |
| Public Employees Retirement System of Ohio | 83,154 | $1,183 萬 | 0.04% | +34,815+72.0% | 加碼 |
| SEI Investments Co | 82,222 | $1,169 萬 | 0.01% | +10,184+14.1% | 加碼 |
| Bank of Montreal | 82,086 | $1,168 萬 | 0.00% | −27,720−25.2% | 減碼 |
| STRS Ohio | 81,687 | $1,162 萬 | 0.04% | −57,694−41.4% | 減碼 |
| Osmosis Investment Management UK Ltd | 81,117 | $1,154 萬 | 0.29% | +81,117 | 新進 |
| Cerity Partners LLC | 80,745 | $1,149 萬 | 0.02% | −2,549−3.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 78,697 | $1,119 萬 | 0.03% | +15,694+24.9% | 加碼 |
| Forsta Ap-Fonden | 77,400 | $1,101 萬 | 0.07% | −23,900−23.6% | 減碼 |
| New York State Common Retirement Fund | 77,081 | $1,096 萬 | 0.01% | +2,300+3.1% | 加碼 |
| APG Asset Management N.V. | 89,096 | $1,079 萬 | 0.03% | −1,316−1.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,389 | $1,078 萬 | 0.02% | −1,107−1.4% | 減碼 |
| Meritage Portfolio Management | 75,081 | $1,068 萬 | 0.71% | −1,237−1.6% | 減碼 |
| MetLife Investment Management | 75,080 | $1,068 萬 | 0.05% | −4,725−5.9% | 減碼 |
| Acadian Asset Management LLC | 75,076 | $1,068 萬 | 0.02% | −106,705−58.7% | 減碼 |
| ExodusPoint Capital Management, LP | 74,132 | $1,054 萬 | 0.12% | −29,824−28.7% | 減碼 |
| Russell Investments Group, Ltd. | 72,162 | $1,028 萬 | 0.01% | −12,072−14.3% | 減碼 |
| Two Sigma Advisers, LP | 71,200 | $1,013 萬 | 0.02% | −12,700−15.1% | 減碼 |
| Andra AP-fonden | 70,400 | $1,001 萬 | 0.12% | −24,200−25.6% | 減碼 |
| RJA Asset Management LLC | 68,082 | $968.4 萬 | 3.43% | 00.0% | 不變 |
| Amalgamated Bank | 68,059 | $968.1 萬 | 0.07% | −2,549−3.6% | 減碼 |
| Level Four Advisory Services, LLC | 67,855 | $965.2 萬 | 0.32% | +5,142+8.2% | 加碼 |
| Achmea Investment Management B.V. | 67,470 | $959.7 萬 | 0.24% | −4,984−6.9% | 減碼 |
| Interval Partners, LP | 67,000 | $953.0 萬 | 0.22% | +67,000 | 新進 |
| Mariner, LLC | 66,797 | $949.8 萬 | 0.01% | +19,653+41.7% | 加碼 |
| Swedbank AB | 66,738 | $949.3 萬 | 0.01% | −800−1.2% | 減碼 |
| Circumference Group LLC | 65,000 | $924.6 萬 | 10.31% | −4,000−5.8% | 減碼 |
| Nishkama Capital, LLC | 64,116 | $912.0 萬 | 1.23% | +64,116 | 新進 |
| Mutual of America Capital Management LLC | 63,098 | $897.5 萬 | 0.09% | −7,762−11.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 63,015 | $896.3 萬 | 0.02% | −27,502−30.4% | 減碼 |
| Ardsley Advisory Partners LP | 62,500 | $889.0 萬 | 1.13% | +62,500 | 新進 |
| 13D Management LLC | 60,755 | $864.2 萬 | 10.28% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 59,245 | $842.7 萬 | 0.03% | −4,326−6.8% | 減碼 |
| Asset Management One Co.,Ltd. | 59,356 | $840.1 萬 | 0.02% | +30+0.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 58,467 | $832.4 萬 | 0.06% | −1,825−3.0% | 減碼 |
| Assenagon Asset Management S.A. | 58,024 | $825.3 萬 | 0.01% | +25,141+76.5% | 加碼 |
| Frontier Capital Management Co LLC | 56,555 | $804.4 萬 | 0.09% | −134,295−70.4% | 減碼 |
| 180 Wealth Advisors, LLC | 56,123 | $798.3 萬 | 0.91% | −4,204−7.0% | 減碼 |
| Vident Advisory, LLC | 56,024 | $796.9 萬 | 0.07% | +10,250+22.4% | 加碼 |
| Osterweis Capital Management Inc | 55,215 | $785.4 萬 | 0.33% | +55,215 | 新進 |
| Mn Services Vermogensbeheer B.V. | 55,078 | $783.4 萬 | 0.05% | +678+1.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 53,573 | $762.0 萬 | 0.03% | −684−1.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 51,532 | $733.0 萬 | 0.04% | +9,308+22.0% | 加碼 |
| SG Americas Securities, LLC | 51,062 | $726.3 萬 | 0.01% | +48,793+2,150.4% | 加碼 |
| Victory Capital Management Inc | 50,883 | $723.8 萬 | 0.00% | −541,202−91.4% | 減碼 |
| Impax Asset Management Group plc | 50,494 | $718.2 萬 | 0.04% | −15,142−23.1% | 減碼 |
| Carmignac Gestion | 50,000 | $711.2 萬 | 0.10% | +50,000 | 新進 |
| Nomura Asset Management Co Ltd | 49,757 | $707.7 萬 | 0.02% | −38−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 58,163 | $700.6 萬 | 0.02% | −2,491−4.1% | 減碼 |
| Creative Planning | 48,932 | $696.0 萬 | 0.00% | +2,050+4.4% | 加碼 |
| Cinctive Capital Management LP | 48,699 | $692.7 萬 | 0.40% | +14,098+40.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 47,111 | $669.6 萬 | 0.03% | +873+1.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 46,500 | $661.4 萬 | 0.05% | 00.0% | 不變 |
| Capital Advantage, Inc. | 46,472 | $661.0 萬 | 0.89% | 00.0% | 不變 |
| Beaconlight Capital, LLC | 46,060 | $655.2 萬 | 3.83% | +22,644+96.7% | 加碼 |
| La Banque Postale Asset Management SA | 45,834 | $651.9 萬 | 0.08% | −2,087−4.4% | 減碼 |
| Selective Wealth Management, Inc. | 54,305 | $650.5 萬 | 2.03% | −1,179−2.1% | 減碼 |
| Cetera Investment Advisers | 45,222 | $643.2 萬 | 0.01% | +10,462+30.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 44,119 | $627.5 萬 | 0.27% | −2,256−4.9% | 減碼 |
| California First Leasing Corp | 44,000 | $625.9 萬 | 2.03% | +7,800+21.5% | 加碼 |
| State of Michigan Retirement System | 43,400 | $617.3 萬 | 0.03% | −2,000−4.4% | 減碼 |
| Handelsbanken Fonder AB | 42,700 | $607.4 萬 | 0.02% | +900+2.2% | 加碼 |
| Comerica Bank | 42,472 | $604.1 萬 | 0.02% | −186,522−81.5% | 減碼 |