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 13F 持有人
Twilio Inc 在 2026/6/30 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
- 970
- 較 2026 年第 1 季 +162 家
- 持有股數
- 1.39 億
- 較 2026 年第 1 季 +264.9 萬 (+1.9%)
- 總市值
- $284.8 億
- 較 2026 年第 1 季 +$114.1 億 (+66.9%)
- 新進機構
- 229
- 另有 318 家加碼
- 清倉機構
- 67
- 另有 314 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 320,749 | $6,618 萬 | 0.13% | −115,375−26.5% | 減碼 |
| Los Angeles Capital Management LLC | 346,348 | $7,146 萬 | 0.26% | +345,673+51,210.8% | 加碼 |
| Glenmede Trust Co NA | 364,904 | $7,529 萬 | 0.33% | −116,360−24.2% | 減碼 |
| Artemis Investment Management LLP | 370,066 | $7,636 萬 | 0.68% | +370,066 | 新進 |
| Blair William & Co | 376,430 | $7,767 萬 | 0.20% | +147,735+64.6% | 加碼 |
| Envestnet Asset Management Inc | 379,034 | $7,821 萬 | 0.02% | +70,384+22.8% | 加碼 |
| Schroder Investment Management Group | 412,562 | $8,200 萬 | 0.06% | −56,494−12.0% | 減碼 |
| Raymond James Financial Inc | 399,861 | $8,250 萬 | 0.02% | +288,248+258.3% | 加碼 |
| Dorsal Capital Management, LLC | 400,000 | $8,253 萬 | 2.97% | −300,000−42.9% | 減碼 |
| Swiss National Bank | 406,000 | $8,377 萬 | 0.04% | −39,000−8.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 411,880 | $8,493 萬 | 0.09% | +277,482+206.5% | 加碼 |
| Artisan Partners Limited Partnership | 413,729 | $8,536 萬 | 0.14% | +413,729 | 新進 |
| Nuveen, LLC | 433,384 | $8,942 萬 | 0.02% | +106,599+32.6% | 加碼 |
| Citigroup Inc | 434,158 | $8,958 萬 | 0.04% | +112,711+35.1% | 加碼 |
| American Century Companies Inc | 442,943 | $9,139 萬 | 0.04% | −119,663−21.3% | 減碼 |
| KBC Group NV | 458,442 | $9,459 萬 | 0.20% | −332,106−42.0% | 減碼 |
| Rhumbline Advisers | 458,850 | $9,467 萬 | 0.07% | −88,663−16.2% | 減碼 |
| Ameriprise Financial Inc | 469,698 | $9,692 萬 | 0.02% | +154,122+48.8% | 加碼 |
| Invesco Ltd. | 487,706 | $1.01 億 | 0.01% | −1,061,748−68.5% | 減碼 |
| Wells Fargo & Company | 492,806 | $1.02 億 | 0.02% | +182,640+58.9% | 加碼 |
| Truist Financial Corp | 505,050 | $1.04 億 | 0.12% | +49,775+10.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 506,007 | $1.04 億 | 0.13% | −237,573−31.9% | 減碼 |
| No Street GP LP | 510,000 | $1.05 億 | 6.32% | −208,993−29.1% | 減碼 |
| Nomura Asset Management International Inc. | 529,299 | $1.09 億 | 0.16% | +285,044+116.7% | 加碼 |
| 1832 Asset Management L.P. | 555,500 | $1.15 億 | 0.14% | +555,500 | 新進 |
| Lord, Abbett & Co. LLC | 560,573 | $1.16 億 | 0.33% | +560,573 | 新進 |
| Voya Investment Management LLC | 560,646 | $1.16 億 | 0.10% | +464,207+481.3% | 加碼 |
| Earnest Partners LLC | 565,451 | $1.17 億 | 0.42% | −11,118−1.9% | 減碼 |
| First Trust Advisors LP | 587,288 | $1.21 億 | 0.07% | −134,446−18.6% | 減碼 |
| Sachem Head Capital Management LP | 620,000 | $1.28 億 | 2.65% | −1,675,000−73.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 657,891 | $1.36 億 | 0.06% | +66,238+11.2% | 加碼 |
| Quantinno Capital Management LP | 677,699 | $1.40 億 | 0.17% | +28,817+4.4% | 加碼 |
| Atreides Management, LP | 720,338 | $1.49 億 | 1.33% | −201,264−21.8% | 減碼 |
| Principal Financial Group Inc | 755,410 | $1.56 億 | 0.08% | +141,296+23.0% | 加碼 |
| Balyasny Asset Management LLC | 755,608 | $1.56 億 | 0.29% | −348,166−31.5% | 減碼 |
| Whale Rock Capital Management LLC | 821,768 | $1.70 億 | 1.36% | +821,768 | 新進 |
| Fred Alger Management, LLC | 830,937 | $1.71 億 | 0.57% | +640,196+335.6% | 加碼 |
| Deutsche Bank AG | 835,472 | $1.72 億 | 0.05% | +80,067+10.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 824,034 | $1.72 億 | 0.26% | +340,423+70.4% | 加碼 |
| Qube Research & Technologies Ltd | 854,257 | $1.76 億 | 0.20% | +854,257 | 新進 |
| UBS Group AG | 872,878 | $1.80 億 | 0.03% | −470,934−35.0% | 減碼 |
| Legal & General Group Plc | 896,825 | $1.85 億 | 0.04% | −27,950−3.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 963,319 | $1.99 億 | 0.04% | +19,579+2.1% | 加碼 |
| Bank of New York Mellon Corp | 964,969 | $1.99 億 | 0.03% | −51,928−5.1% | 減碼 |
| Bank of America Corp | 1,016,809 | $2.10 億 | 0.01% | +41,264+4.2% | 加碼 |
| SRS Investment Management, LLC | 1,075,683 | $2.22 億 | 2.08% | −988,725−47.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,127,328 | $2.33 億 | 0.03% | −10,740−0.9% | 減碼 |
| Amundi | 1,150,794 | $2.37 億 | 0.06% | +259,757+29.2% | 加碼 |
| Goldman Sachs Group Inc | 1,160,241 | $2.39 億 | 0.03% | +270,659+30.4% | 加碼 |
| Polar Capital Holdings Plc | 1,204,982 | $2.49 億 | 0.70% | +1,019,749+550.5% | 加碼 |
| Nordea Investment Management AB | 1,271,006 | $2.53 億 | 0.21% | +84,261+7.1% | 加碼 |
| Dimensional Fund Advisors LP | 1,435,153 | $2.96 億 | 0.05% | −58,899−3.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,575,474 | $3.25 億 | 0.06% | +101,699+6.9% | 加碼 |
| Northern Trust Corp | 1,698,992 | $3.51 億 | 0.04% | −100,941−5.6% | 減碼 |
| Morgan Stanley | 1,732,134 | $3.57 億 | 0.02% | −132,967−7.1% | 減碼 |
| Capital World Investors | 1,786,989 | $3.69 億 | 0.04% | +1,786,989 | 新進 |
| Durable Capital Partners LP | 1,846,153 | $3.81 億 | 3.70% | +1,846,153 | 新進 |
| Norges Bank | 1,935,539 | $3.99 億 | 0.04% | +1,935,539 | 新進 |
| Jericho Capital Asset Management L.P. | 2,192,455 | $4.52 億 | 3.74% | +1,494,944+214.3% | 加碼 |
| Pictet Asset Management Holding SA | 2,247,629 | $4.64 億 | 0.44% | −83,842−3.6% | 減碼 |
| Royal Bank of Canada | 2,250,229 | $4.64 億 | 0.08% | −1,011,006−31.0% | 減碼 |
| Alkeon Capital Management LLC | 2,335,700 | $4.82 億 | 1.86% | +495,700+26.9% | 加碼 |
| Geode Capital Management, LLC | 2,875,569 | $5.92 億 | 0.03% | +43,515+1.5% | 加碼 |
| State Street Corp | 5,998,587 | $12.4 億 | 0.04% | +143,149+2.4% | 加碼 |
| Vanguard Capital Management LLC | 6,849,553 | $14.1 億 | 0.03% | +60,569+0.9% | 加碼 |
| Vanguard Portfolio Management LLC | 7,643,548 | $15.8 億 | 0.07% | −438,335−5.4% | 減碼 |
| FMR LLC | 11,273,330 | $23.3 億 | 0.10% | −267,760−2.3% | 減碼 |
| JPMorgan Chase & Co | 12,224,027 | $24.3 億 | 0.14% | +2,850,827+30.4% | 加碼 |
| BlackRock, Inc. | 16,630,023 | $34.3 億 | 0.05% | +23,869+0.1% | 加碼 |
| ABS Investment Management LLC | 206 | – | – | +206 | 新進 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −742,810−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −450,770−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −196,838−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −181,760−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −176,258−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −118,027−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −97,545−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −64,999−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,000−100.0% | 清倉 |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −46,472−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −24,957−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −18,629−100.0% | 清倉 |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −12,272−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,815−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,467−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,085−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,061−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,486−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,347−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,477−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,082−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,414−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,324−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,515−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −3,582−100.0% | 清倉 |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,059−100.0% | 清倉 |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −2,725−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,463−100.0% | 清倉 |