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。
2026 年第 1 季 13F 持有人
Twilio Inc 在 2026/3/31 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
- 820
- 較 2025 年第 4 季 −38 家
- 持有股數
- 1.36 億
- 較 2025 年第 4 季 +1,685 萬 (+14.1%)
- 總市值
- $170.8 億
- 較 2025 年第 4 季 +$1.20 億 (+0.7%)
- 新進機構
- 91
- 另有 327 家加碼
- 清倉機構
- 129
- 另有 268 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,606,154 | $20.9 億 | 0.04% | +183,084+1.1% | 加碼 |
| FMR LLC | 11,541,090 | $14.5 億 | 0.08% | +868,672+8.1% | 加碼 |
| JPMorgan Chase & Co | 9,373,200 | $11.3 億 | 0.08% | +219,266+2.4% | 加碼 |
| Vanguard Portfolio Management LLC | 8,081,883 | $10.2 億 | 0.05% | +8,081,883 | 新進 |
| Vanguard Capital Management LLC | 6,788,984 | $8.54 億 | 0.02% | +6,788,984 | 新進 |
| State Street Corp | 5,855,438 | $7.37 億 | 0.03% | +68,231+1.2% | 加碼 |
| Royal Bank of Canada | 3,261,235 | $4.10 億 | 0.08% | +316,858+10.8% | 加碼 |
| Geode Capital Management, LLC | 2,832,054 | $3.55 億 | 0.02% | +85,173+3.1% | 加碼 |
| Pictet Asset Management Holding SA | 2,331,471 | $2.93 億 | 0.31% | +349,131+17.6% | 加碼 |
| Sachem Head Capital Management LP | 2,295,000 | $2.89 億 | 6.96% | 00.0% | 不變 |
| FIL Ltd | 2,252,356 | $2.83 億 | 0.22% | +511,524+29.4% | 加碼 |
| SRS Investment Management, LLC | 2,064,408 | $2.60 億 | 2.74% | +254,130+14.0% | 加碼 |
| Citadel Advisors LLC | 1,930,352 | $2.43 億 | 0.17% | −10,305−0.5% | 減碼 |
| Morgan Stanley | 1,865,101 | $2.35 億 | 0.01% | −311,740−14.3% | 減碼 |
| Alkeon Capital Management LLC | 1,840,000 | $2.32 億 | 1.05% | +1,590,000+636.0% | 加碼 |
| Northern Trust Corp | 1,799,933 | $2.26 億 | 0.03% | +21,015+1.2% | 加碼 |
| Invesco Ltd. | 1,549,454 | $1.95 億 | 0.02% | −1,602,092−50.8% | 減碼 |
| Dimensional Fund Advisors LP | 1,494,052 | $1.88 億 | 0.04% | −42,620−2.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,473,775 | $1.85 億 | 0.04% | −260,650−15.0% | 減碼 |
| UBS Group AG | 1,343,812 | $1.69 億 | 0.03% | −612,945−31.3% | 減碼 |
| Nordea Investment Management AB | 1,186,745 | $1.45 億 | 0.14% | +9,849+0.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,138,068 | $1.43 億 | 0.02% | +71,826+6.7% | 加碼 |
| Balyasny Asset Management LLC | 1,103,774 | $1.39 億 | 0.27% | +52,760+5.0% | 加碼 |
| Bank of New York Mellon Corp | 1,016,897 | $1.28 億 | 0.02% | −39,922−3.8% | 減碼 |
| Bank of America Corp | 975,545 | $1.23 億 | 0.01% | −63,911−6.1% | 減碼 |
| Point72 Asset Management, L.P. | 951,879 | $1.20 億 | 0.21% | +349,690+58.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 943,740 | $1.19 億 | 0.03% | +943,740 | 新進 |
| Legal & General Group Plc | 924,775 | $1.16 億 | 0.03% | −18,796−2.0% | 減碼 |
| Atreides Management, LP | 921,602 | $1.16 億 | 2.82% | +204,656+28.5% | 加碼 |
| Alyeska Investment Group, L.P. | 907,805 | $1.14 億 | 0.32% | +595,457+190.6% | 加碼 |
| Amundi | 891,037 | $1.12 億 | 0.03% | −135,996−13.2% | 減碼 |
| Goldman Sachs Group Inc | 889,582 | $1.12 億 | 0.01% | +14,940+1.7% | 加碼 |
| KBC Group NV | 790,548 | $9,947 萬 | 0.25% | +11,014+1.4% | 加碼 |
| Deutsche Bank AG | 755,405 | $9,505 萬 | 0.03% | −35,782−4.5% | 減碼 |
| Freestone Grove Partners LP | 751,687 | $9,458 萬 | 0.69% | +256,935+51.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 743,580 | $9,356 萬 | 0.13% | −21,975−2.9% | 減碼 |
| Slate Path Capital LP | 742,810 | $9,346 萬 | 1.39% | −819,790−52.5% | 減碼 |
| First Trust Advisors LP | 721,734 | $9,081 萬 | 0.06% | +70,154+10.8% | 加碼 |
| No Street GP LP | 718,993 | $9,046 萬 | 6.04% | −53,693−6.9% | 減碼 |
| Dorsal Capital Management, LLC | 700,000 | $8,807 萬 | 3.50% | +150,000+27.3% | 加碼 |
| Jericho Capital Asset Management L.P. | 697,511 | $8,776 萬 | 1.30% | +697,511 | 新進 |
| Quantinno Capital Management LP | 648,882 | $8,164 萬 | 0.14% | +376,142+137.9% | 加碼 |
| Millennium Management LLC | 635,652 | $7,998 萬 | 0.06% | +529,446+498.5% | 加碼 |
| Principal Financial Group Inc | 614,114 | $7,727 萬 | 0.04% | +17,676+3.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 591,653 | $7,444 萬 | 0.04% | −998,097−62.8% | 減碼 |
| Marshall Wace, LLP | 579,859 | $7,296 萬 | 0.08% | +272,986+89.0% | 加碼 |
| Earnest Partners LLC | 576,569 | $7,254 萬 | 0.30% | −14,412−2.4% | 減碼 |
| American Century Companies Inc | 562,606 | $7,079 萬 | 0.04% | +162,685+40.7% | 加碼 |
| Rhumbline Advisers | 547,513 | $6,889 萬 | 0.06% | +1460.0% | 加碼 |
| Victory Capital Management Inc | 543,819 | $6,842 萬 | 0.04% | +492,936+968.8% | 加碼 |
| Canada Pension Plan Investment Board | 524,100 | $6,594 萬 | 0.04% | +137,900+35.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 483,611 | $6,309 萬 | 0.11% | +228,840+89.8% | 加碼 |
| Jane Street Group, LLC | 500,740 | $6,300 萬 | 0.07% | +487,723+3,746.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 499,506 | $6,285 萬 | 0.04% | +341,992+217.1% | 加碼 |
| Pacer Advisors, Inc. | 492,209 | $6,193 萬 | 0.18% | +97,415+24.7% | 加碼 |
| Glenmede Trust Co NA | 481,264 | $6,055 萬 | 0.30% | −4,759−1.0% | 減碼 |
| Truist Financial Corp | 455,275 | $5,728 萬 | 0.08% | +134,678+42.0% | 加碼 |
| Schroder Investment Management Group | 469,056 | $5,675 萬 | 0.05% | −66,180−12.4% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 450,770 | $5,672 萬 | 0.16% | +450,770 | 新進 |
| Swiss National Bank | 445,000 | $5,599 萬 | 0.03% | +24,600+5.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 436,124 | $5,487 萬 | 0.13% | +178,426+69.2% | 加碼 |
| Retirement Systems of Alabama | 369,322 | $4,647 萬 | 0.16% | +3,910+1.1% | 加碼 |
| Nuveen, LLC | 326,785 | $4,112 萬 | 0.01% | +100,050+44.1% | 加碼 |
| Citigroup Inc | 321,447 | $4,044 萬 | 0.03% | +59,412+22.7% | 加碼 |
| Ameriprise Financial Inc | 315,576 | $3,971 萬 | 0.01% | −19,333−5.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 312,059 | $3,926 萬 | 0.03% | −20,221−6.1% | 減碼 |
| Wells Fargo & Company | 310,166 | $3,903 萬 | 0.01% | −49,188−13.7% | 減碼 |
| Envestnet Asset Management Inc | 308,650 | $3,883 萬 | 0.01% | +9,845+3.3% | 加碼 |
| Man Group plc | 296,190 | $3,727 萬 | 0.08% | −94,523−24.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 284,232 | $3,576 萬 | 0.03% | −146,325−34.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 282,161 | $3,548 萬 | 0.05% | +41,772+17.4% | 加碼 |
| Woodline Partners LP | 275,639 | $3,468 萬 | 0.13% | +168,314+156.8% | 加碼 |
| Pacific Heights Asset Management LLC | 275,000 | $3,460 萬 | 1.16% | +65,000+31.0% | 加碼 |
| California Public Employees Retirement System | 260,073 | $3,272 萬 | 0.02% | −6,001−2.3% | 減碼 |
| Vanguard Asset Management, Ltd | 251,553 | $3,165 萬 | 0.03% | +251,553 | 新進 |
| Nomura Asset Management International Inc. | 244,255 | $3,073 萬 | 0.05% | +11,009+4.7% | 加碼 |
| AQR Capital Management LLC | 245,129 | $3,027 萬 | 0.01% | −37,218−13.2% | 減碼 |
| J. Safra Sarasin Holding AG | 236,883 | $2,979 萬 | 0.51% | +104,679+79.2% | 加碼 |
| California State Teachers Retirement System | 232,724 | $2,928 萬 | 0.03% | −8,170−3.4% | 減碼 |
| Blair William & Co | 228,695 | $2,877 萬 | 0.08% | −7,298−3.1% | 減碼 |
| Alliancebernstein L.P. | 201,023 | $2,859 萬 | 0.01% | +379+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 210,031 | $2,643 萬 | 0.13% | −149,494−41.6% | 減碼 |
| Price T Rowe Associates Inc | 199,484 | $2,510 萬 | 0.00% | −103,917−34.3% | 減碼 |
| Engineers Gate Manager LP | 196,838 | $2,477 萬 | 0.31% | +111,980+132.0% | 加碼 |
| Vinva Investment Management Ltd | 197,942 | $2,404 萬 | 0.30% | +10,772+5.8% | 加碼 |
| Fred Alger Management, LLC | 190,741 | $2,400 萬 | 0.11% | −181,740−48.8% | 減碼 |
| Polar Capital Holdings Plc | 185,233 | $2,331 萬 | 0.10% | +101,439+121.1% | 加碼 |
| Capital Fund Management S.A. | 182,118 | $2,291 萬 | 0.21% | −67,482−27.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 181,760 | $2,287 萬 | 0.78% | +181,760 | 新進 |
| ExodusPoint Capital Management, LP | 176,258 | $2,218 萬 | 0.22% | +102,126+137.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 167,645 | $2,109 萬 | 0.05% | +53,427+46.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 167,176 | $2,103 萬 | 0.17% | −58,857−26.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161,925 | $2,037 萬 | 0.01% | +9,589+6.3% | 加碼 |
| Baird Financial Group, Inc. | 155,309 | $1,954 萬 | 0.03% | −104,602−40.2% | 減碼 |
| LMR Partners LLP | 150,000 | $1,887 萬 | 0.17% | −75,000−33.3% | 減碼 |
| King Luther Capital Management Corp | 149,648 | $1,883 萬 | 0.08% | −11,082−6.9% | 減碼 |
| Natixis | 148,765 | $1,872 萬 | 0.07% | +143,026+2,492.2% | 加碼 |
| Virginia Retirement Systems Et Al | 145,800 | $1,834 萬 | 0.14% | +19,700+15.6% | 加碼 |
| LPL Financial LLC | 144,726 | $1,821 萬 | 0.00% | −33,458−18.8% | 減碼 |
| Barclays PLC | 139,765 | $1,759 萬 | 0.01% | −194,064−58.1% | 減碼 |