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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、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 2 季與 2026 年第 1 季比較

持有 Twilio Inc 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

TWLO 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數82012969+161
股數1.36 億9.46 萬1.39 億+264.8 萬 (+1.9%)
市值$170.8 億$1,190 萬$284.8 億+$114.1 億 (+66.9%)

12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(228 家)

2026 年第 2 季季末持有 Twilio Inc、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 228 家。

2026 年第 2 季新進 TWLO 的機構
機構股數市值佔組合 %
Norges Bank1,935,539$3.99 億0.04%
Durable Capital Partners LP1,846,153$3.81 億3.70%
Capital World Investors1,786,989$3.69 億0.04%
Qube Research & Technologies Ltd854,257$1.76 億0.20%
Whale Rock Capital Management LLC821,768$1.70 億1.36%
Lord, Abbett & Co. LLC560,573$1.16 億0.33%
1832 Asset Management L.P.555,500$1.15 億0.14%
Artisan Partners Limited Partnership413,729$8,536 萬0.14%
Artemis Investment Management LLP370,066$7,636 萬0.68%
Summit Partners Public Asset Management, LLC257,911$5,321 萬1.38%
Shannon River Fund Management LLC201,352$4,154 萬3.71%
Zurich Insurance Group Ltd181,126$3,737 萬0.26%
Jupiter Topco LLC169,880$3,505 萬0.01%
Driehaus Capital Management LLC141,973$2,929 萬0.17%
Congress Asset Management Co138,114$2,850 萬0.18%
Benchstone Capital Management LP112,252$2,316 萬2.89%
Ogborne Capital Management, LLC97,500$2,012 萬9.18%
Voloridge Investment Management, LLC95,766$1,976 萬0.08%
Jain Global LLC63,765$1,316 萬0.15%
G2 Investment Partners Management LLC60,004$1,238 萬2.26%
Nishkama Capital, LLC59,422$1,226 萬1.38%
Jag Capital Management, LLC57,452$1,185 萬1.11%
Stephens Investment Management Group LLC56,272$1,161 萬0.12%
Nykredit A/S50,959$1,051 萬0.04%
Davidson Kempner Capital Management LP50,000$1,032 萬0.17%
Revere Asset Management, Inc43,317$893.8 萬3.43%
USS Investment Management Ltd42,799$883.3 萬0.03%
FORA Capital, LLC40,019$826.1 萬0.57%
Adams Diversified Equity Fund, Inc.36,600$755.2 萬0.23%
Entropy Technologies, LP32,720$675.1 萬0.27%
Morgens Waterfall Vintiadis & Co Inc32,000$660.3 萬5.03%
Loup Funds, LLC31,926$658.7 萬2.99%
Pinnbrook Capital Management LP29,600$610.7 萬1.02%
Beaconlight Capital, LLC29,366$605.9 萬2.67%
Simplex Trading, LLC23,820$491.5 萬0.13%
Pinebridge Investments LLC19,774$408.0 萬0.03%
XTX Topco Ltd18,224$376.0 萬0.05%
Argent Capital Management LLC16,333$337.0 萬0.11%
Boothbay Fund Management, LLC14,018$289.2 萬0.06%
Elo Mutual Pension Insurance Co13,861$286.0 萬0.04%
Ashford Capital Management Inc13,095$270.2 萬0.29%
Polymer Capital Management (HK) LTD13,000$268.2 萬0.27%
Dockside LLC12,550$258.9 萬0.61%
Calamos Advisors LLC10,567$218.0 萬0.01%
Financiere des Professionnels - Fonds d,investissement inc.9,800$202.2 萬0.11%
Brown Advisory Inc9,157$188.9 萬0.00%
Kentucky Retirement Systems8,926$184.2 萬0.05%
Tudor Investment Corp Et Al7,893$162.9 萬0.01%
Oppenheimer Asset Management Inc.7,465$154.0 萬0.02%
Mediolanum International Funds Ltd7,292$144.9 萬0.01%
ION Fund Management Ltd7,000$144.4 萬0.17%
AG2R la Mondiale Gestion D'Actifs6,955$143.5 萬0.05%
FirstWave Capital Management LLC6,025$124.3 萬0.55%
Fairvoy Private Wealth, LLC5,968$123.1 萬0.25%
Atom Investors LP5,549$114.5 萬0.10%
Seldon Capital LP5,229$107.9 萬0.34%
Wealthspire Advisors, LLC4,745$97.9 萬0.01%
Bank of Hawaii4,348$89.7 萬0.04%
Q Fund Management (Hong Kong) Ltd4,160$85.8 萬0.78%
Havemeyer Place LP4,108$84.8 萬0.08%
Milford Funds Ltd4,100$84.6 萬0.01%
Citizens Financial Group Inc4,040$83.4 萬0.01%
BCJ Capital Management, LLC3,873$79.9 萬0.04%
Marex Group plc3,810$78.6 萬0.01%
WBI Investments3,583$73.9 萬0.18%
FNY Investment Advisers, LLC3,500$72.2 萬0.26%
Csenge Advisory Group3,455$71.3 萬0.03%
Great Lakes Advisors, LLC3,399$70.1 萬0.01%
Global Retirement Partners, LLC3,285$67.8 萬0.01%
Fieldview Capital Management, LLC3,159$65.2 萬0.19%
Sora Investors LLC3,069$63.3 萬0.05%
Laurion Capital Management LP2,918$60.2 萬0.04%
Insigneo Advisory Services, LLC2,716$56.0 萬0.02%
WESPAC Advisors, LLC2,670$55.1 萬0.27%
Keybank National Association2,655$54.8 萬0.00%
Interchange Capital Partners, LLC2,597$53.6 萬0.10%
Founders Grove Wealth Partners, LLC2,421$50.0 萬0.10%
Valeo Financial Advisors, LLC2,382$49.2 萬0.01%
Norden Group LLC2,336$48.2 萬0.04%
Headlands Technologies LLC2,312$47.7 萬0.05%
Banco Santander, S.A.2,288$47.2 萬0.00%
Frank, Rimerman Advisors LLC2,277$47.0 萬0.03%
Lotus Technology Management, LP2,271$46.9 萬0.58%
Americana Partners, LLC2,236$46.1 萬0.01%
Proficio Capital Partners LLC2,175$44.9 萬0.02%
Generali Asset Management SPA SGR2,166$44.7 萬0.01%
Frec Markets, Inc.2,135$44.1 萬0.04%
Evelyn Partners Group Ltd2,000$41.3 萬0.01%
Loomis Sayles & Co L P1,902$39.2 萬0.00%
Resolute Partners Group1,897$39.1 萬0.09%
Revolve Wealth Partners, LLC1,848$38.1 萬0.04%
Employees Retirement System of Texas1,729$35.7 萬0.00%
Accurate Wealth Management, LLC1,636$35.1 萬0.03%
Miller Financial Services LLC1,691$34.9 萬0.28%
NewEdge Wealth, LLC1,689$34.9 萬0.00%
Leelyn Smith, LLC1,673$34.5 萬0.04%
Snowden Capital Advisors LLC1,658$34.2 萬0.01%
TABR Capital Management, LLC1,652$34.1 萬0.29%
Seelaus Asset Management LLC1,643$33.9 萬0.24%
Brookstone Capital Management1,636$33.7 萬0.00%

清倉機構(67 家)

2026 年第 1 季季末持有 Twilio Inc、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 TWLO 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Slate Path Capital LP742,810$9,346 萬
Viking Global Investors LP大師維京全球投資450,770$5,672 萬
Engineers Gate Manager LP196,838$2,477 萬
Duquesne Family Office LLC大師杜肯家族辦公室181,760$2,287 萬
ExodusPoint Capital Management, LP176,258$2,218 萬
Alta Park Capital, LP118,027$1,485 萬
Bridgewater Associates, LP97,545$1,227 萬
Cinctive Capital Management LP64,999$817.8 萬
Renaissance Technologies LLC52,000$654.3 萬
Capital Advantage, Inc.46,472$584.7 萬
Blackstone Group Inc.24,957$314.0 萬
Carmignac Gestion20,000$251.6 萬
Aurora Investment Counsel18,629$234.4 萬
Peak Financial Advisors LLC12,272$154.4 萬
Squarepoint Ops LLC11,815$148.7 萬
Lecap Asset Management Ltd11,467$144.3 萬
Landscape Capital Management, L.L.C.11,085$139.5 萬
CIBC World Markets Inc.11,061$139.2 萬
Twin Tree Management, LP9,486$119.4 萬
Winton Group Ltd7,347$92.4 萬
Sanders Morris Harris LLC6,477$81.5 萬
Magnetar Financial LLC6,082$76.5 萬
Two Sigma Securities, LLC5,414$68.1 萬
Banco Bilbao Vizcaya Argentaria, S.A.5,324$65.2 萬
Qsemble Capital Management, LP4,515$56.8 萬
Alphadyne Asset Management LP3,582$45.1 萬
Cedar Wealth Management, LLC3,260$41.0 萬
Beese Fulmer Investment Management, Inc.3,059$38.5 萬
Silver Lake Advisory, LLC2,725$34.3 萬
Jump Financial, LLC2,463$31.0 萬
Pitcairn Wealth Advisors LLC2,129$30.3 萬
D.A. Davidson & Co.2,353$29.6 萬
Teacher Retirement System of Texas2,268$28.5 萬
ABS Direct Equity Fund LLC1,500$28.5 萬
Mirabella Financial Services LLP2,075$26.1 萬
Mindset Wealth Management, LLC2,045$25.7 萬
Capital Performance Advisors LLP2,021$25.4 萬
Uniting Wealth Partners, LLC2,000$25.2 萬
DV Trading LLC1,876$23.6 萬
Massar Capital Management, LP1,849$23.3 萬
Dara Capital US, Inc.1,749$22.0 萬
Element Pointe Advisors, LLC1,655$20.8 萬
Steward Partners Investment Advisory, LLC827$10.4 萬
Migdal Insurance & Financial Holdings Ltd.730$9.18 萬
HHM Wealth Advisors, LLC600$7.55 萬
Root Financial Partners, LLC559$7.03 萬
Intentional Wealth Strategies, LLC267$3.36 萬
Golden State Equity Partners259$3.26 萬
Stance Capital LLC200$2.52 萬
Allianz SE173$2.18 萬
Innovative Asset Advisors Group, LLC172$2.16 萬
RWM Asset Management, LLC144$1.81 萬
Aster Capital Management (DIFC) Ltd156$1.53 萬
Sound Income Strategies, LLC75$9,785
Sachetta, LLC48$6,040
Chilton Capital Management LLC33$4,153
Whittier Trust Co31$4,077
Lloyd Advisory Services, LLC.20$2,516
Wall Street Financial Group, Inc.13$1,636
Vermillion Wealth Management, Inc.10$1,258
First Pacific Financial9$1,133
Maseco LLP9$1,132
Financial Perspectives, Inc8$1,007
Whipplewood Advisors, LLC6$755
Curio Wealth, LLC4$503
Toth Financial Advisory Corp2$252
Retiremitten Financial LLC2$252

尚未申報 2026 年第 2 季的機構(12 家)

2026 年第 1 季季末持有 Twilio Inc、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 TWLO、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Contango Wealth Management LLC39,500$497.0 萬
Janus Henderson Group PLC14,977$188.3 萬
CWM, LLC14,584$183.5 萬
Skopos Labs, Inc.13,166$165.6 萬
GM Advisory Group, Inc.4,365$54.9 萬
Farmers Trust Co2,158$27.2 萬
Evelyn Partners Investment Management LLP2,000$25.2 萬
Journey Strategic Wealth LLC1,935$24.3 萬
Sandbox Financial Partners, LLC1,612$20.3 萬
Sunbelt Securities, Inc.215$2.71 萬
Sapience Investments, LLC88$1.11 萬
Anfield Capital Management, LLC3$377