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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、6 筆賣出;2026 年第 2 季末有 969 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 季與 2025 年第 4 季比較

持有 Twilio Inc 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

TWLO 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數87013820−37
股數1.37 億1,766 萬1.36 億+1,685 萬 (+14.1%)
市值$194.7 億$25.1 億$170.8 億+$1.20 億 (+0.7%)

13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(91 家)

2026 年第 1 季季末持有 Twilio Inc、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 TWLO 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC8,081,883$10.2 億0.05%
Vanguard Capital Management LLC6,788,984$8.54 億0.02%
Vanguard Fiduciary Trust Co943,740$1.19 億0.03%
Jericho Capital Asset Management L.P.697,511$8,776 萬1.30%
Viking Global Investors LP大師維京全球投資450,770$5,672 萬0.16%
Vanguard Asset Management, Ltd251,553$3,165 萬0.03%
Duquesne Family Office LLC大師杜肯家族辦公室181,760$2,287 萬0.78%
Cooper Creek Partners Management LLC128,322$1,615 萬0.78%
Vanguard Investments Australia, Ltd.75,796$953.7 萬0.03%
Portolan Capital Management, LLC74,769$940.7 萬0.50%
Vanguard Global Advisers, LLC74,247$934.2 萬0.01%
Chase Investment Counsel Corp67,174$845.1 萬2.22%
Delta Global Management LP61,232$770.4 萬0.63%
Renaissance Technologies LLC52,000$654.3 萬0.01%
Telemark Asset Management, LLC50,000$629.1 萬0.58%
SEB Asset Management AB39,401$495.7 萬0.02%
Aware Super Pty Ltd as trustee of Aware Super34,083$428.8 萬0.06%
Hodges Capital Management Inc.31,800$400.1 萬0.33%
Royal Fund Management, LLC30,900$388.8 萬0.37%
Castleark Management LLC26,760$336.7 萬0.11%
Blackstone Group Inc.24,957$314.0 萬0.01%
Graham Capital Management, L.P.21,788$274.1 萬0.09%
BW Gestao de Investimentos Ltda.16,514$207.8 萬0.09%
Sidoxia Capital Management, LLC13,536$170.3 萬1.47%
Dark Forest Capital Management LP12,981$163.3 萬0.15%
Peak Financial Advisors LLC12,272$154.4 萬0.68%
Squarepoint Ops LLC11,815$148.7 萬0.00%
Brighton Jones LLC11,642$146.5 萬0.03%
Landscape Capital Management, L.L.C.11,085$139.5 萬0.09%
Twin Tree Management, LP9,486$119.4 萬0.25%
China Universal Asset Management Co., Ltd.9,300$117.0 萬0.09%
Capstone Investment Advisors, LLC8,999$113.2 萬0.01%
CIBC Bancorp USA Inc.7,662$96.4 萬0.00%
Winton Group Ltd7,347$92.4 萬0.03%
Y-Intercept (Hong Kong) Ltd7,082$89.1 萬0.02%
Sanders Morris Harris LLC6,477$81.5 萬0.13%
Park Avenue Securities LLC6,086$76.6 萬0.01%
Magnetar Financial LLC6,082$76.5 萬0.01%
Saudi Central Bank5,596$70.4 萬0.01%
Two Sigma Securities, LLC5,414$68.1 萬0.08%
Qsemble Capital Management, LP4,515$56.8 萬0.04%
Northwest & Ethical Investments L.P.3,272$43.0 萬0.01%
Wellspring Financial Advisors, LLC3,404$42.8 萬0.03%
Exchange Traded Concepts, LLC3,289$41.4 萬0.00%
Mount Yale Investment Advisors, LLC3,162$39.8 萬0.01%
Vestmark Advisory Solutions, Inc.3,128$39.4 萬0.00%
AE Wealth Management LLC3,071$38.6 萬0.00%
Catalyst Funds Management Pty Ltd2,785$35.0 萬0.06%
Spartan Wealth Advisory Services LLC2,686$33.8 萬0.03%
Westwood Holdings Group Inc.2,661$33.5 萬0.00%
Resonant Capital Advisors, LLC2,538$31.9 萬0.02%
Cordatus Wealth Management LLC2,485$31.3 萬0.07%
Compass Capital Corp1,527$30.1 萬0.11%
ABS Direct Equity Fund LLC1,500$28.5 萬0.22%
Altar Rock LLC1,974$24.8 萬0.29%
Journey Strategic Wealth LLC1,935$24.3 萬0.01%
Massar Capital Management, LP1,849$23.3 萬0.05%
Everhart Financial Group, Inc.1,817$22.9 萬0.02%
First Dallas Securities Inc.1,800$22.6 萬0.08%
NorthCrest Asset Manangement, LLC1,617$21.2 萬0.01%
Foundations Investment Advisors, LLC1,605$20.2 萬0.00%
GeoWealth Management, LLC1,471$18.5 萬0.01%
Oslo Pensjonsforsikring AS1,313$16.5 萬0.03%
Migdal Insurance & Financial Holdings Ltd.730$9.18 萬0.00%
Intentional Wealth Strategies, LLC267$3.36 萬0.03%
Golden State Equity Partners259$3.26 萬0.00%
EFG International AG222$2.79 萬0.00%
Stance Capital LLC200$2.52 萬0.01%
Innovative Asset Advisors Group, LLC172$2.16 萬0.01%
LRI Investments, LLC165$2.08 萬0.00%
RWM Asset Management, LLC144$1.81 萬0.00%
Strive Financial Group ,LLC134$1.70 萬0.01%
Owl Creek Wealth Partners LLC105$1.32 萬0.00%
Glynn Capital Management LLC102$1.28 萬0.01%
JPL Wealth Management, LLC48$6,0400.00%
Vanguard National Trust Co37$4,6550.00%
Evolution Wealth Management Inc.34$4,2780.00%
Chilton Capital Management LLC33$4,1530.00%
Whittier Trust Co31$4,0770.00%
Synergy Investment Management, LLC24$3,0200.00%
Gill Capital Partners, LLC20$2,5160.00%
Lloyd Advisory Services, LLC.20$2,5160.00%
Mather Group, LLC.18$2,2020.00%
Investors Portfolio Services LLC10$1,9340.00%
Wall Street Financial Group, Inc.13$1,6360.00%
Vermillion Wealth Management, Inc.10$1,2580.00%
First Pacific Financial9$1,1330.00%
Whipplewood Advisors, LLC6$7550.00%
Curio Wealth, LLC4$5030.00%
Retiremitten Financial LLC2$2520.00%
NBT Bank N A1$1260.00%

清倉機構(128 家)

2025 年第 4 季季末持有 Twilio Inc、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 128 家。

2026 年第 1 季清倉 TWLO 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Durable Capital Partners LP962,089$1.37 億
Jupiter Asset Management Ltd349,304$4,969 萬
Temasek Holdings (Private) Ltd309,573$4,403 萬
Blue Grotto Capital, LLC298,483$4,246 萬
Lord, Abbett & Co. LLC150,000$2,134 萬
Gilder Gagnon Howe & Co LLC142,844$2,032 萬
Hood River Capital Management LLC139,174$1,980 萬
Ninety One UK Ltd123,952$1,763 萬
Sora Investors LLC116,344$1,655 萬
Ardmore Road Asset Management LP101,002$1,437 萬
Zweig-DiMenna Associates LLC93,000$1,323 萬
Metavasi Capital LP87,574$1,246 萬
O'Neil Global Advisors, Inc.86,487$1,230 萬
Two Sigma Advisers, LP71,200$1,013 萬
Interval Partners, LP67,000$953.0 萬
Nishkama Capital, LLC64,116$912.0 萬
Frontier Capital Management Co LLC56,555$804.4 萬
Beaconlight Capital, LLC46,060$655.2 萬
Ninety One SA (PTY) Ltd44,119$627.5 萬
Exane Asset Management34,835$581.8 萬
Melqart Asset Management (UK) Ltd40,447$575.3 萬
Sienna Gestion40,103$575.2 萬
Munich Reinsurance Co Stock Corp in Munich38,541$555.5 萬
Pinebridge Investments LLC34,700$493.6 萬
1832 Asset Management L.P.33,573$477.5 萬
Morgens Waterfall Vintiadis & Co Inc32,500$462.3 萬
Campbell Capital Management Inc30,933$440.0 萬
Soltis Investment Advisors LLC30,191$429.4 萬
Skandinaviska Enskilda Banken AB (publ)29,343$417.1 萬
Venture Visionary Partners LLC19,071$271.3 萬
NFJ Investment Group, LLC18,795$267.3 萬
Kestra Investment Management, LLC18,066$257.0 萬
XTX Topco Ltd15,834$225.2 萬
Lighthouse Investment Partners, LLC15,812$224.9 萬
Kultura Capital Management LP14,700$209.1 萬
Optimize Financial Inc13,835$196.8 萬
Generali Asset Management SPA SGR12,838$182.6 萬
Bouvel Investment Partners, LLC12,107$172.2 萬
Elo Mutual Pension Insurance Co11,576$164.7 萬
Schnieders Capital Management, LLC.11,320$161.0 萬
Archon Capital Management LLC9,800$139.4 萬
Kentucky Retirement Systems8,877$126.3 萬
Legal Advantage Investments, Inc.8,000$113.8 萬
Twin Capital Management Inc7,834$111.4 萬
Mediolanum International Funds Ltd7,536$108.6 萬
Dai-Ichi Life Insurance Company, Ltd7,148$101.7 萬
Woodward Diversified Capital, LLC6,505$92.5 萬
Rakuten Investment Management, Inc.6,500$92.0 萬
Range Advisory, LLC6,100$86.8 萬
Forum Financial Management, LP6,068$86.3 萬
SummitTX Capital, L.P.5,649$80.4 萬
Pinnacle Financial Partners, Inc.5,646$80.3 萬
Capstone Capital Management Ltd5,635$80.2 萬
Quadrature Capital Ltd5,267$74.9 萬
Lotus Technology Management, LP4,922$70.0 萬
Aigen Investment Management, LP4,845$68.9 萬
Entropy Technologies, LP4,598$65.4 萬
Baader Bank INC4,773$62.5 萬
BCJ Capital Management, LLC4,323$61.5 萬
Citizens Financial Group Inc3,603$51.2 萬
Trexquant Investment LP3,393$48.3 萬
GenTrust, LLC3,329$47.4 萬
Moran Wealth Management, LLC3,280$46.7 萬
Inceptionr LLC2,981$42.4 萬
One Wealth Advisors, LLC2,850$40.5 萬
Aptus Capital Advisors, LLC2,806$39.9 萬
Fox Run Management, L.L.C.2,618$37.2 萬
West Tower Group, LLC2,500$35.6 萬
Interchange Capital Partners, LLC2,468$35.1 萬
GK Wealth Management LLC2,456$34.9 萬
Apollon Wealth Management, LLC2,381$33.9 萬
Marex Group plc2,299$32.7 萬
Algert Global LLC2,270$32.3 萬
Quest Partners LLC2,209$31.4 萬
City National Bank of Florida2,144$30.5 萬
DRW Securities, LLC1,959$27.9 萬
Wealthcare Advisory Partners LLC1,942$27.6 萬
HighPoint Advisor Group LLC1,858$26.4 萬
Xcel Wealth Management, LLC1,826$26.0 萬
Financial Guidance Group, Inc.1,826$26.0 萬
Modern Wealth Management, LLC1,814$25.8 萬
Oakmont Investment Advisors, Inc.1,776$25.3 萬
VARCOV Co.1,774$25.2 萬
Change Path, LLC1,718$24.4 萬
Keel Point, LLC1,701$24.2 萬
Wedbush Securities Inc1,693$24.1 萬
Employees Retirement System of Texas1,631$23.2 萬
FourThought Financial Partners, LLC1,626$23.1 萬
Tocqueville Asset Management L.P.1,609$22.9 萬
Brown Advisory Inc1,589$22.6 萬
Moneta Group Investment Advisors LLC1,586$22.6 萬
Terry L. Blaker1,500$21.3 萬
North Star Asset Management Inc1,500$21.3 萬
Poinciana Advisors Group, LLC1,476$21.0 萬
Insigneo Advisory Services, LLC1,464$20.8 萬
Barton Investment Management1,460$20.8 萬
MRP Capital Investments, LLC1,300$18.5 萬
Garner Asset Management Corp785$11.2 萬
Elyxium Wealth, LLC679$9.66 萬
SageView Advisory Group, LLC621$8.83 萬

尚未申報 2026 年第 1 季的機構(13 家)

2025 年第 4 季季末持有 Twilio Inc、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 TWLO、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc15,449,586$22.0 億
Norges Bank1,925,354$2.74 億
Forsta Ap-Fonden77,400$1,101 萬
Meritage Portfolio Management75,081$1,068 萬
Brandywine Global Investment Management, LLC58,467$832.4 萬
Comerica Bank42,472$604.1 萬
Global Retirement Partners, LLC15,311$217.8 萬
Militia Capital Partners, LP9,000$128.0 萬
CIBC World Markets Corp5,324$75.7 萬
Alpha Cubed Investments, LLC2,004$28.5 萬
CIBC Private Wealth Group, LLC726$10.3 萬
Trust Co of Vermont300$4.27 萬
ORG Partners LLC139$1.98 萬