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 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 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 −37 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
- 128
- 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 | 969 | $284.8 億 |
| 2026 年第 1 季 | 820 | $170.8 億 |
| 2025 年第 4 季 | 870 | $194.7 億 |
| 2025 年第 3 季 | 776 | $140.7 億 |
| 2025 年第 2 季 | 822 | $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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 31,800 | $400.1 萬 | 0.33% | +31,800 | 新進 |
| DekaBank Deutsche Girozentrale | 32,970 | $405.7 萬 | 0.01% | 00.0% | 不變 |
| Clayton Partners LLC | 32,629 | $410.5 萬 | 2.98% | +161+0.5% | 加碼 |
| DnB Asset Management AS | 33,721 | $424.3 萬 | 0.02% | +675+2.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 33,966 | $427.4 萬 | 0.06% | +44+0.1% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $428.8 萬 | 0.06% | +34,083 | 新進 |
| Neuberger Berman Group LLC | 34,236 | $430.8 萬 | 0.00% | −1,904−5.3% | 減碼 |
| John G Ullman & Associates Inc | 34,366 | $432.4 萬 | 0.57% | +15,150+78.8% | 加碼 |
| Condor Capital Management | 36,105 | $454.3 萬 | 0.38% | −622−1.7% | 減碼 |
| Oak Harvest Investment Services | 36,356 | $457.4 萬 | 0.48% | −3,158−8.0% | 減碼 |
| UniSuper Management Pty Ltd | 36,395 | $457.9 萬 | 0.03% | 00.0% | 不變 |
| Prudential Financial Inc | 36,420 | $458.2 萬 | 0.01% | +5,195+16.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 36,459 | $458.7 萬 | 0.26% | +1,319+3.8% | 加碼 |
| CAPROCK Group, Inc. | 36,472 | $458.9 萬 | 0.11% | +3,085+9.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 36,711 | $461.9 萬 | 0.00% | +6,774+22.6% | 加碼 |
| Toronado Partners, LLC | 36,999 | $465.5 萬 | 8.78% | −67,664−64.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,987 | $478.0 萬 | 0.02% | +47+0.1% | 加碼 |
| Hedeker Wealth, LLC | 38,070 | $479.0 萬 | 1.01% | −4,275−10.1% | 減碼 |
| Thrivent Financial for Lutherans | 38,371 | $481.0 萬 | 0.01% | −605−1.6% | 減碼 |
| Panagora Asset Management Inc | 38,589 | $485.5 萬 | 0.02% | −167,197−81.2% | 減碼 |
| SEB Asset Management AB | 39,401 | $495.7 萬 | 0.02% | +39,401 | 新進 |
| Contango Wealth Management LLC | 39,500 | $497.0 萬 | 5.81% | 00.0% | 不變 |
| Readystate Asset Management LP | 39,883 | $501.8 萬 | 0.29% | +8,356+26.5% | 加碼 |
| Cetera Investment Advisers | 40,746 | $512.7 萬 | 0.01% | −4,476−9.9% | 減碼 |
| Arizona State Retirement System | 41,214 | $518.6 萬 | 0.03% | −842−2.0% | 減碼 |
| Occam Crest Management LP | 43,000 | $541.0 萬 | 3.42% | +5,000+13.2% | 加碼 |
| Walleye Capital LLC | 43,392 | $546.0 萬 | 0.03% | −55,215−56.0% | 減碼 |
| SG Americas Securities, LLC | 43,632 | $549.0 萬 | 0.01% | −7,430−14.6% | 減碼 |
| California First Leasing Corp | 44,000 | $553.6 萬 | 1.77% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 44,000 | $553.6 萬 | 0.10% | +2,000+4.8% | 加碼 |
| State of Michigan Retirement System | 44,100 | $554.9 萬 | 0.03% | +700+1.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 44,840 | $560.8 萬 | 0.03% | −2,271−4.8% | 減碼 |
| Yousif Capital Management, LLC | 44,833 | $564.1 萬 | 0.07% | −2,244−4.8% | 減碼 |
| Impax Asset Management Group plc | 45,156 | $568.2 萬 | 0.04% | −5,338−10.6% | 減碼 |
| Handelsbanken Fonder AB | 46,300 | $582.5 萬 | 0.02% | +3,600+8.4% | 加碼 |
| Capital Advantage, Inc. | 46,472 | $584.7 萬 | 0.76% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 46,500 | $585.0 萬 | 0.05% | 00.0% | 不變 |
| Ardsley Advisory Partners LP | 47,200 | $593.9 萬 | 0.90% | −15,300−24.5% | 減碼 |
| Two Sigma Investments, LP | 49,512 | $623.0 萬 | 0.01% | +24,743+99.9% | 加碼 |
| Nomura Asset Management Co Ltd | 49,718 | $625.6 萬 | 0.02% | −39−0.1% | 減碼 |
| Telemark Asset Management, LLC | 50,000 | $629.1 萬 | 0.58% | +50,000 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 51,700 | $650.5 萬 | 0.03% | +168+0.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,992 | $654.2 萬 | 0.04% | +17,400+50.3% | 加碼 |
| Renaissance Technologies LLC | 52,000 | $654.3 萬 | 0.01% | +52,000 | 新進 |
| State of New Jersey Common Pension Fund D | 52,370 | $658.9 萬 | 0.03% | −1,203−2.2% | 減碼 |
| Susquehanna International Group, LLP | 53,509 | $673.3 萬 | 0.01% | −118,380−68.9% | 減碼 |
| Fifth Third Bancorp | 54,011 | $679.6 萬 | 0.01% | +39,987+285.1% | 加碼 |
| 180 Wealth Advisors, LLC | 54,018 | $679.7 萬 | 0.77% | −2,105−3.8% | 減碼 |
| Bank of Montreal | 54,098 | $680.7 萬 | 0.00% | −27,988−34.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 54,161 | $681.5 萬 | 0.02% | −8,854−14.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 55,078 | $693.0 萬 | 0.05% | 00.0% | 不變 |
| Panoramic Capital, LLC | 55,689 | $700.7 萬 | 4.92% | +15,000+36.9% | 加碼 |
| Creative Planning | 56,106 | $705.9 萬 | 0.00% | +7,174+14.7% | 加碼 |
| Selective Wealth Management, Inc. | 51,691 | $728.4 萬 | 2.16% | −2,614−4.8% | 減碼 |
| Mutual of America Capital Management LLC | 58,101 | $731.0 萬 | 0.08% | −4,997−7.9% | 減碼 |
| State of Tennessee, Treasury Department | 58,163 | $731.8 萬 | 0.02% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 58,320 | $733.8 萬 | 0.02% | −1,036−1.7% | 減碼 |
| Treasurer of the State of North Carolina | 60,533 | $761.6 萬 | 0.02% | +1,288+2.2% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 60,691 | $763.6 萬 | 0.07% | −36,998−37.9% | 減碼 |
| 13D Management LLC | 60,755 | $764.4 萬 | 11.85% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 61,194 | $769.9 萬 | 0.02% | −17,503−22.2% | 減碼 |
| Delta Global Management LP | 61,232 | $770.4 萬 | 0.63% | +61,232 | 新進 |
| Tredje AP-fonden | 62,050 | $780.7 萬 | 0.04% | +43,113+227.7% | 加碼 |
| Level Four Advisory Services, LLC | 64,250 | $808.4 萬 | 0.27% | −3,605−5.3% | 減碼 |
| Cinctive Capital Management LP | 64,999 | $817.8 萬 | 0.54% | +16,300+33.5% | 加碼 |
| Osterweis Capital Management Inc | 65,930 | $829.5 萬 | 0.43% | +10,715+19.4% | 加碼 |
| Swedbank AB | 66,738 | $839.7 萬 | 0.01% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 67,174 | $845.1 萬 | 2.22% | +67,174 | 新進 |
| Achmea Investment Management B.V. | 67,247 | $846.1 萬 | 0.22% | −223−0.3% | 減碼 |
| RJA Asset Management LLC | 68,082 | $856.6 萬 | 3.15% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 69,001 | $858.1 萬 | 0.01% | −7,388−9.7% | 減碼 |
| Russell Investments Group, Ltd. | 68,936 | $861.0 萬 | 0.01% | −3,226−4.5% | 減碼 |
| Amalgamated Bank | 68,916 | $867.1 萬 | 0.07% | +857+1.3% | 加碼 |
| Assenagon Asset Management S.A. | 71,840 | $903.9 萬 | 0.01% | +13,816+23.8% | 加碼 |
| Cerity Partners LLC | 73,101 | $919.8 萬 | 0.01% | −7,644−9.5% | 減碼 |
| Vanguard Global Advisers, LLC | 74,247 | $934.2 萬 | 0.01% | +74,247 | 新進 |
| APG Asset Management N.V. | 85,702 | $935.9 萬 | 0.03% | −3,394−3.8% | 減碼 |
| Portolan Capital Management, LLC | 74,769 | $940.7 萬 | 0.50% | +74,769 | 新進 |
| MetLife Investment Management | 75,505 | $950.0 萬 | 0.05% | +425+0.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 75,796 | $953.7 萬 | 0.03% | +75,796 | 新進 |
| New York State Common Retirement Fund | 77,081 | $969.8 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 78,889 | $972.7 萬 | 0.00% | +58,791+292.5% | 加碼 |
| Osmosis Investment Management UK Ltd | 77,505 | $975.2 萬 | 0.26% | −3,612−4.5% | 減碼 |
| PEAK6 LLC | 77,942 | $980.7 萬 | 0.28% | −43,423−35.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 78,044 | $981.9 萬 | 0.01% | −7,270−8.5% | 減碼 |
| State of Wisconsin Investment Board | 80,687 | $1,015 萬 | 0.02% | −13,452−14.3% | 減碼 |
| Meridiem Capital Partners LP | 81,244 | $1,022 萬 | 0.67% | −81,568−50.1% | 減碼 |
| Public Employees Retirement System of Ohio | 81,434 | $1,025 萬 | 0.03% | −1,720−2.1% | 減碼 |
| Korea Investment CORP | 84,865 | $1,068 萬 | 0.02% | +53,400+169.7% | 加碼 |
| Picton Mahoney Asset Management | 87,890 | $1,106 萬 | 0.12% | +87,871+462,478.9% | 加碼 |
| KLP Kapitalforvaltning AS | 89,400 | $1,125 萬 | 0.04% | −600−0.7% | 減碼 |
| Royal London Asset Management Ltd | 90,884 | $1,144 萬 | 0.02% | −362−0.4% | 減碼 |
| Illinois Municipal Retirement Fund | 94,745 | $1,192 萬 | 0.15% | −14,712−13.4% | 減碼 |
| Voya Investment Management LLC | 96,439 | $1,213 萬 | 0.01% | −625,002−86.6% | 減碼 |
| Zacks Investment Management | 96,943 | $1,220 萬 | 0.10% | −419−0.4% | 減碼 |
| Bridgewater Associates, LP | 97,545 | $1,227 萬 | 0.05% | −27,212−21.8% | 減碼 |
| Storebrand Asset Management AS | 97,859 | $1,231 萬 | 0.04% | −4,873−4.7% | 減碼 |
| Wellington Management Group LLP | 98,387 | $1,238 萬 | 0.00% | −14,530−12.9% | 減碼 |
| Colony Group, LLC | 98,832 | $1,258 萬 | 0.01% | +5,167+5.5% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 101,306 | $1,275 萬 | 0.04% | 00.0% | 不變 |