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 |
|---|---|---|---|---|---|
| UBS Group AG | 1,343,812 | $1.69 億 | 0.03% | −612,945−31.3% | 減碼 |
| UBS Asset Management Americas Inc | 1,473,775 | $1.85 億 | 0.04% | −260,650−15.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,494,052 | $1.88 億 | 0.04% | −42,620−2.8% | 減碼 |
| Invesco Ltd. | 1,549,454 | $1.95 億 | 0.02% | −1,602,092−50.8% | 減碼 |
| Northern Trust Corp | 1,799,933 | $2.26 億 | 0.03% | +21,015+1.2% | 加碼 |
| Alkeon Capital Management LLC | 1,840,000 | $2.32 億 | 1.05% | +1,590,000+636.0% | 加碼 |
| Morgan Stanley | 1,865,101 | $2.35 億 | 0.01% | −311,740−14.3% | 減碼 |
| Citadel Advisors LLC | 1,930,352 | $2.43 億 | 0.17% | −10,305−0.5% | 減碼 |
| SRS Investment Management, LLC | 2,064,408 | $2.60 億 | 2.74% | +254,130+14.0% | 加碼 |
| FIL Ltd | 2,252,356 | $2.83 億 | 0.22% | +511,524+29.4% | 加碼 |
| Sachem Head Capital Management LP | 2,295,000 | $2.89 億 | 6.96% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 2,331,471 | $2.93 億 | 0.31% | +349,131+17.6% | 加碼 |
| Geode Capital Management, LLC | 2,832,054 | $3.55 億 | 0.02% | +85,173+3.1% | 加碼 |
| Royal Bank of Canada | 3,261,235 | $4.10 億 | 0.08% | +316,858+10.8% | 加碼 |
| State Street Corp | 5,855,438 | $7.37 億 | 0.03% | +68,231+1.2% | 加碼 |
| Vanguard Capital Management LLC | 6,788,984 | $8.54 億 | 0.02% | +6,788,984 | 新進 |
| Vanguard Portfolio Management LLC | 8,081,883 | $10.2 億 | 0.05% | +8,081,883 | 新進 |
| JPMorgan Chase & Co | 9,373,200 | $11.3 億 | 0.08% | +219,266+2.4% | 加碼 |
| FMR LLC | 11,541,090 | $14.5 億 | 0.08% | +868,672+8.1% | 加碼 |
| BlackRock, Inc. | 16,606,154 | $20.9 億 | 0.04% | +183,084+1.1% | 加碼 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −962,089−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −349,304−100.0% | 清倉 |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −309,573−100.0% | 清倉 |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −298,483−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −142,844−100.0% | 清倉 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −139,174−100.0% | 清倉 |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −123,952−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −116,344−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −101,002−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −93,000−100.0% | 清倉 |
| Metavasi Capital LP | 0 | $0 | 0.00% | −87,574−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −86,487−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −71,200−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −67,000−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −64,116−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −56,555−100.0% | 清倉 |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −46,060−100.0% | 清倉 |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −44,119−100.0% | 清倉 |
| Exane Asset Management | 0 | $0 | 0.00% | −34,835−100.0% | 清倉 |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −40,447−100.0% | 清倉 |
| Sienna Gestion | 0 | $0 | 0.00% | −40,103−100.0% | 清倉 |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −38,541−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −34,700−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −33,573−100.0% | 清倉 |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −32,500−100.0% | 清倉 |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −30,933−100.0% | 清倉 |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −30,191−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −29,343−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −19,071−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,795−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −18,066−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,834−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,812−100.0% | 清倉 |
| Kultura Capital Management LP | 0 | $0 | 0.00% | −14,700−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −13,835−100.0% | 清倉 |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −12,838−100.0% | 清倉 |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −12,107−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,576−100.0% | 清倉 |
| Schnieders Capital Management, LLC. | 0 | $0 | 0.00% | −11,320−100.0% | 清倉 |
| Archon Capital Management LLC | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −8,877−100.0% | 清倉 |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −7,834−100.0% | 清倉 |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −7,536−100.0% | 清倉 |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,148−100.0% | 清倉 |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −6,505−100.0% | 清倉 |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | 清倉 |
| Range Advisory, LLC | 0 | $0 | 0.00% | −6,100−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,068−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −5,649−100.0% | 清倉 |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −5,646−100.0% | 清倉 |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −5,635−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,267−100.0% | 清倉 |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −4,922−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,845−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,598−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −4,773−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,323−100.0% | 清倉 |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −3,603−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,393−100.0% | 清倉 |
| GenTrust, LLC | 0 | $0 | 0.00% | −3,329−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −3,280−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,981−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,850−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −2,806−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,618−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,468−100.0% | 清倉 |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −2,456−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,381−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −2,299−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −2,270−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,209−100.0% | 清倉 |
| City National Bank of Florida | 0 | $0 | 0.00% | −2,144−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,959−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,942−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,858−100.0% | 清倉 |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −1,826−100.0% | 清倉 |
| Financial Guidance Group, Inc. | 0 | $0 | 0.00% | −1,826−100.0% | 清倉 |