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。
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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 38,589 | $485.5 萬 | 0.02% | −167,197−81.2% | 減碼 |
| Thrivent Financial for Lutherans | 38,371 | $481.0 萬 | 0.01% | −605−1.6% | 減碼 |
| Hedeker Wealth, LLC | 38,070 | $479.0 萬 | 1.01% | −4,275−10.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,987 | $478.0 萬 | 0.02% | +47+0.1% | 加碼 |
| Toronado Partners, LLC | 36,999 | $465.5 萬 | 8.78% | −67,664−64.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,711 | $461.9 萬 | 0.00% | +6,774+22.6% | 加碼 |
| CAPROCK Group, Inc. | 36,472 | $458.9 萬 | 0.11% | +3,085+9.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 36,459 | $458.7 萬 | 0.26% | +1,319+3.8% | 加碼 |
| Prudential Financial Inc | 36,420 | $458.2 萬 | 0.01% | +5,195+16.6% | 加碼 |
| UniSuper Management Pty Ltd | 36,395 | $457.9 萬 | 0.03% | 00.0% | 不變 |
| Oak Harvest Investment Services | 36,356 | $457.4 萬 | 0.48% | −3,158−8.0% | 減碼 |
| Condor Capital Management | 36,105 | $454.3 萬 | 0.38% | −622−1.7% | 減碼 |
| John G Ullman & Associates Inc | 34,366 | $432.4 萬 | 0.57% | +15,150+78.8% | 加碼 |
| Neuberger Berman Group LLC | 34,236 | $430.8 萬 | 0.00% | −1,904−5.3% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $428.8 萬 | 0.06% | +34,083 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 33,966 | $427.4 萬 | 0.06% | +44+0.1% | 加碼 |
| DnB Asset Management AS | 33,721 | $424.3 萬 | 0.02% | +675+2.0% | 加碼 |
| Clayton Partners LLC | 32,629 | $410.5 萬 | 2.98% | +161+0.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $405.7 萬 | 0.01% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 31,800 | $400.1 萬 | 0.33% | +31,800 | 新進 |
| IFM Investors Pty Ltd | 31,439 | $395.6 萬 | 0.03% | −2,894−8.4% | 減碼 |
| New Mexico Educational Retirement Board | 31,400 | $395.1 萬 | 0.12% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 31,137 | $391.8 萬 | 0.05% | +837+2.8% | 加碼 |
| Royal Fund Management, LLC | 30,900 | $388.8 萬 | 0.37% | +30,900 | 新進 |
| TD Asset Management Inc | 30,549 | $384.4 萬 | 0.00% | +1,597+5.5% | 加碼 |
| Mackenzie Financial Corp | 30,362 | $382.0 萬 | 0.00% | −1,386−4.4% | 減碼 |
| Ieq Capital, LLC | 29,928 | $376.6 萬 | 0.02% | −1,954−6.1% | 減碼 |
| Mercer Global Advisors Inc | 29,815 | $375.1 萬 | 0.01% | +16,367+121.7% | 加碼 |
| Xponance, Inc. | 29,634 | $372.9 萬 | 0.03% | +3,748+14.5% | 加碼 |
| Stifel Financial Corp | 29,157 | $366.8 萬 | 0.00% | −6,280−17.7% | 減碼 |
| JustInvest LLC | 28,813 | $362.5 萬 | 0.04% | +80.0% | 加碼 |
| Parallel Advisors, LLC | 28,741 | $361.6 萬 | 0.07% | +522+1.8% | 加碼 |
| Swiss Life Asset Management Ltd | 28,200 | $354.8 萬 | 0.02% | −685−2.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,930 | $351.4 萬 | 0.11% | +144+0.5% | 加碼 |
| OP Asset Management Ltd | 26,976 | $339.4 萬 | 0.03% | +9,923+58.2% | 加碼 |
| Castleark Management LLC | 26,760 | $336.7 萬 | 0.11% | +26,760 | 新進 |
| Susquehanna Fundamental Investments, LLC | 26,667 | $335.5 萬 | 0.13% | +13,270+99.1% | 加碼 |
| US Bancorp | 26,281 | $330.7 萬 | 0.00% | +517+2.0% | 加碼 |
| Altman Advisors, Inc. | 26,145 | $329.0 萬 | 1.36% | +480+1.9% | 加碼 |
| Circumference Group LLC | 25,000 | $314.6 萬 | 7.05% | −40,000−61.5% | 減碼 |
| Sphera Management Technology Funds Ltd | 25,000 | $314.6 萬 | 1.78% | 00.0% | 不變 |
| Blackstone Group Inc. | 24,957 | $314.0 萬 | 0.01% | +24,957 | 新進 |
| Natixis Advisors, L.P. | 24,582 | $309.3 萬 | 0.00% | +4,822+24.4% | 加碼 |
| Pathstone Holdings, LLC | 23,822 | $299.7 萬 | 0.01% | +1,579+7.1% | 加碼 |
| Moore Capital Management, LP | 23,428 | $294.8 萬 | 0.11% | −535−2.2% | 減碼 |
| Utah Retirement Systems | 22,953 | $288.8 萬 | 0.03% | −381−1.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 23,416 | $285.5 萬 | 0.01% | +1,727+8.0% | 加碼 |
| MML Investors Services, LLC | 22,579 | $284.1 萬 | 0.01% | −15,811−41.2% | 減碼 |
| Summit Trail Advisors, LLC | 22,551 | $283.7 萬 | 0.04% | +10,984+95.0% | 加碼 |
| Walleye Trading LLC | 21,896 | $275.5 萬 | 0.06% | −12,076−35.5% | 減碼 |
| Commonwealth Equity Services, LLC | 21,889 | $275.4 萬 | 0.00% | −3,881−15.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 22,005 | $275.2 萬 | 0.01% | +2,764+14.4% | 加碼 |
| Graham Capital Management, L.P. | 21,788 | $274.1 萬 | 0.09% | +21,788 | 新進 |
| Krane Funds Advisors LLC | 20,486 | $274.0 萬 | 0.11% | +8,079+65.1% | 加碼 |
| Horizon Investments, LLC | 21,573 | $271.4 萬 | 0.03% | +21,570+719,000.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 21,566 | $271.3 萬 | 0.02% | +96+0.4% | 加碼 |
| Allstate Corp | 21,111 | $265.6 萬 | 0.03% | +9,193+77.1% | 加碼 |
| British Columbia Investment Management Corp | 20,898 | $262.9 萬 | 0.02% | −6,328−23.2% | 減碼 |
| We Are One Seven, LLC | 20,843 | $262.2 萬 | 0.05% | +1,330+6.8% | 加碼 |
| Truvestments Capital LLC | 20,656 | $259.9 萬 | 0.47% | +989+5.0% | 加碼 |
| National Pension Service | 20,453 | $257.3 萬 | 0.00% | +1,908+10.3% | 加碼 |
| Toronto Dominion Bank | 20,174 | $253.8 萬 | 0.00% | −4,332−17.7% | 減碼 |
| RSM US Wealth Management LLC | 20,007 | $251.7 萬 | 0.03% | +1,478+8.0% | 加碼 |
| Carmignac Gestion | 20,000 | $251.6 萬 | 0.04% | −30,000−60.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 19,989 | $251.5 萬 | 0.10% | +10,941+120.9% | 加碼 |
| Oddo BHF Asset Management SAS | 19,987 | $251.5 萬 | 0.10% | +1,018+5.4% | 加碼 |
| Ritholtz Wealth Management | 19,666 | $247.4 萬 | 0.04% | −4,228−17.7% | 減碼 |
| Prudential PLC | 19,581 | $246.4 萬 | 0.02% | −5,337−21.4% | 減碼 |
| Regions Financial Corp | 19,558 | $246.1 萬 | 0.02% | −47−0.2% | 減碼 |
| Nissay Asset Management Corp | 19,531 | $245.7 萬 | 0.01% | +10.0% | 加碼 |
| LSV Asset Management | 19,440 | $244.6 萬 | 0.01% | −1,595−7.6% | 減碼 |
| Verition Fund Management LLC | 19,175 | $241.3 萬 | 0.02% | +10,418+119.0% | 加碼 |
| Vident Advisory, LLC | 18,858 | $237.3 萬 | 0.02% | −37,166−66.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 18,822 | $236.8 萬 | 0.02% | −12,711−40.3% | 減碼 |
| Brevan Howard Capital Management LP | 18,648 | $234.6 萬 | 0.02% | +11,456+159.3% | 加碼 |
| Aurora Investment Counsel | 18,629 | $234.4 萬 | 1.30% | −555−2.9% | 減碼 |
| Ethic Inc. | 18,445 | $232.1 萬 | 0.04% | +179+1.0% | 加碼 |
| Kestra Advisory Services, LLC | 18,269 | $229.9 萬 | 0.01% | +314+1.7% | 加碼 |
| Advisor Group Holdings, Inc. | 18,084 | $227.5 萬 | 0.00% | +1,293+7.7% | 加碼 |
| Vontobel Holding Ltd. | 17,880 | $225.0 萬 | 0.01% | +3,826+27.2% | 加碼 |
| New York Life Investment Management LLC | 17,845 | $224.5 萬 | 0.02% | +4,196+30.7% | 加碼 |
| Andra AP-fonden | 17,700 | $222.7 萬 | 0.03% | −52,700−74.9% | 減碼 |
| Allianz Asset Management GmbH | 17,195 | $216.3 萬 | 0.00% | +7,494+77.2% | 加碼 |
| Nisa Investment Advisors, LLC | 17,097 | $215.1 萬 | 0.01% | −11,858−41.0% | 減碼 |
| Janney Montgomery Scott LLC | 17,058 | $214.6 萬 | 0.01% | +1,056+6.6% | 加碼 |
| Gotham Asset Management, LLC | 16,767 | $211.0 萬 | 0.01% | +7,894+89.0% | 加碼 |
| Guggenheim Capital LLC | 16,707 | $210.2 萬 | 0.02% | +7,965+91.1% | 加碼 |
| Gateway Investment Advisers LLC | 16,618 | $209.1 萬 | 0.02% | −2,733−14.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 16,533 | $208.0 萬 | 0.01% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 16,514 | $207.8 萬 | 0.09% | +16,514 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 16,370 | $206.0 萬 | 0.01% | −12,262−42.8% | 減碼 |
| Baker Avenue Asset Management, LP | 16,126 | $202.9 萬 | 0.05% | +4,156+34.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,071 | $202.2 萬 | 0.02% | +243+1.5% | 加碼 |
| Macquarie Group Ltd | 15,931 | $200.4 萬 | 0.01% | +1,404+9.7% | 加碼 |
| Lido Advisors, LLC | 15,863 | $199.6 萬 | 0.01% | −1,243−7.3% | 減碼 |
| Board of the Pension Protection Fund | 15,800 | $198.8 萬 | 1.83% | +2,800+21.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 15,671 | $197.2 萬 | 0.03% | 00.0% | 不變 |
| Credit Agricole S A | 15,523 | $195.3 萬 | 0.01% | +1,141+7.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,495 | $195.0 萬 | 0.00% | +1,175+8.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $192.0 萬 | 0.02% | 00.0% | 不變 |