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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 23,820 | $491.5 萬 | 0.13% | +23,820 | 新進 |
| Eurizon Capital SGR S.p.A. | 24,440 | $501.7 萬 | 0.01% | +2,435+11.1% | 加碼 |
| Mercer Global Advisors Inc | 24,397 | $503.4 萬 | 0.01% | −5,418−18.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 25,975 | $519.3 萬 | 0.01% | +2,559+10.9% | 加碼 |
| Clayton Partners LLC | 25,232 | $520.6 萬 | 3.42% | −7,397−22.7% | 減碼 |
| Altman Advisors, Inc. | 25,863 | $533.6 萬 | 1.92% | −282−1.1% | 減碼 |
| Pathstone Holdings, LLC | 25,953 | $535.0 萬 | 0.02% | +2,131+8.9% | 加碼 |
| Parallel Advisors, LLC | 26,571 | $548.3 萬 | 0.08% | −2,170−7.6% | 減碼 |
| Osmosis Investment Management UK Ltd | 27,521 | $567.8 萬 | 0.26% | −49,984−64.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,930 | $576.3 萬 | 0.15% | 00.0% | 不變 |
| JustInvest LLC | 28,060 | $579.0 萬 | 0.05% | −753−2.6% | 減碼 |
| MML Investors Services, LLC | 28,875 | $595.8 萬 | 0.01% | +6,296+27.9% | 加碼 |
| Spire Wealth Management | 29,172 | $602.2 萬 | 0.18% | +29,138+85,700.0% | 加碼 |
| Beaconlight Capital, LLC | 29,366 | $605.9 萬 | 2.67% | +29,366 | 新進 |
| Xponance, Inc. | 29,429 | $607.2 萬 | 0.04% | −205−0.7% | 減碼 |
| Pinnbrook Capital Management LP | 29,600 | $610.7 萬 | 1.02% | +29,600 | 新進 |
| Franklin Resources Inc | 29,749 | $613.7 萬 | 0.00% | −49,140−62.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 29,830 | $615.5 萬 | 0.08% | +20,596+223.0% | 加碼 |
| Intech Investment Management LLC | 30,162 | $622.3 萬 | 0.06% | +26,739+781.2% | 加碼 |
| Prudential Financial Inc | 30,196 | $623.0 萬 | 0.01% | −6,224−17.1% | 減碼 |
| TD Asset Management Inc | 30,364 | $626.5 萬 | 0.01% | −185−0.6% | 減碼 |
| US Bancorp | 30,384 | $626.9 萬 | 0.01% | +4,103+15.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 31,396 | $647.8 萬 | 0.07% | +259+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 31,400 | $647.9 萬 | 0.16% | 00.0% | 不變 |
| Loup Funds, LLC | 31,926 | $658.7 萬 | 2.99% | +31,926 | 新進 |
| CAPROCK Group, Inc. | 31,981 | $659.9 萬 | 0.13% | −4,491−12.3% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 32,000 | $660.3 萬 | 5.03% | +32,000 | 新進 |
| Occam Crest Management LP | 35,500 | $668.3 萬 | 3.69% | −7,500−17.4% | 減碼 |
| IFM Investors Pty Ltd | 32,499 | $670.6 萬 | 0.04% | +1,060+3.4% | 加碼 |
| Entropy Technologies, LP | 32,720 | $675.1 萬 | 0.27% | +32,720 | 新進 |
| Swiss Life Asset Management Ltd | 32,728 | $675.3 萬 | 0.03% | +4,528+16.1% | 加碼 |
| Penserra Capital Management LLC | 32,755 | $675.8 萬 | 0.05% | +31,944+3,938.8% | 加碼 |
| John G Ullman & Associates Inc | 33,766 | $696.7 萬 | 0.85% | −600−1.7% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $703.2 萬 | 0.10% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 34,141 | $704.4 萬 | 0.08% | +175+0.5% | 加碼 |
| Jones Financial Companies LLLP | 37,212 | $712.9 萬 | 0.00% | +24,893+202.1% | 加碼 |
| Impax Asset Management Group plc | 35,064 | $723.5 萬 | 0.05% | −10,092−22.3% | 減碼 |
| Condor Capital Management | 35,079 | $723.8 萬 | 0.54% | −1,026−2.8% | 減碼 |
| Krane Funds Advisors LLC | 35,431 | $731.0 萬 | 0.26% | +14,945+73.0% | 加碼 |
| UniSuper Management Pty Ltd | 36,010 | $743.0 萬 | 0.04% | −385−1.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,335 | $749.7 萬 | 0.04% | −1,652−4.3% | 減碼 |
| Panoramic Capital, LLC | 36,483 | $752.8 萬 | 3.24% | −19,206−34.5% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 36,600 | $755.2 萬 | 0.23% | +36,600 | 新進 |
| Knights of Columbus Asset Advisors LLC | 36,764 | $758.6 萬 | 0.38% | +305+0.8% | 加碼 |
| Hedeker Wealth, LLC | 37,406 | $771.8 萬 | 1.47% | −664−1.7% | 減碼 |
| Oak Harvest Investment Services | 37,584 | $775.5 萬 | 0.73% | +1,228+3.4% | 加碼 |
| Thrivent Financial for Lutherans | 39,254 | $804.3 萬 | 0.01% | +883+2.3% | 加碼 |
| 13D Management LLC | 39,000 | $804.7 萬 | 11.28% | −21,755−35.8% | 減碼 |
| Graham Capital Management, L.P. | 39,388 | $812.7 萬 | 0.22% | +17,600+80.8% | 加碼 |
| Advisor Group Holdings, Inc. | 39,829 | $821.8 萬 | 0.01% | +21,745+120.2% | 加碼 |
| FORA Capital, LLC | 40,019 | $826.1 萬 | 0.57% | +40,019 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 40,492 | $835.5 萬 | 0.17% | +33,410+471.8% | 加碼 |
| LMR Partners LLP | 40,600 | $837.7 萬 | 0.06% | −109,400−72.9% | 減碼 |
| Ieq Capital, LLC | 41,226 | $850.6 萬 | 0.04% | +11,298+37.8% | 加碼 |
| Arizona State Retirement System | 41,269 | $851.5 萬 | 0.04% | +55+0.1% | 加碼 |
| State of Michigan Retirement System | 41,500 | $856.3 萬 | 0.04% | −2,600−5.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 41,678 | $859.9 萬 | 0.06% | −13,400−24.3% | 減碼 |
| Yousif Capital Management, LLC | 42,214 | $871.0 萬 | 0.10% | −2,619−5.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 43,040 | $882.7 萬 | 0.04% | −1,800−4.0% | 減碼 |
| USS Investment Management Ltd | 42,799 | $883.3 萬 | 0.03% | +42,799 | 新進 |
| SEB Asset Management AB | 43,199 | $891.3 萬 | 0.03% | +3,798+9.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 43,250 | $892.4 萬 | 0.04% | −8,450−16.3% | 減碼 |
| Revere Asset Management, Inc | 43,317 | $893.8 萬 | 3.43% | +43,317 | 新進 |
| Stifel Financial Corp | 43,934 | $906.5 萬 | 0.01% | +14,777+50.7% | 加碼 |
| California First Leasing Corp | 44,000 | $907.9 萬 | 1.93% | 00.0% | 不變 |
| Cetera Investment Advisers | 44,223 | $912.5 萬 | 0.01% | +3,477+8.5% | 加碼 |
| Louisiana State Employees Retirement System | 44,400 | $916.1 萬 | 0.14% | +400+0.9% | 加碼 |
| Tredje AP-fonden | 45,991 | $948.9 萬 | 0.04% | −16,059−25.9% | 減碼 |
| Handelsbanken Fonder AB | 46,300 | $955.3 萬 | 0.03% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 46,950 | $968.7 萬 | 0.03% | −5,420−10.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 47,092 | $971.6 萬 | 0.01% | +10,381+28.3% | 加碼 |
| Bank of Montreal | 47,482 | $979.7 萬 | 0.00% | −6,616−12.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 47,500 | $980.1 萬 | 0.07% | +1,000+2.2% | 加碼 |
| Nomura Asset Management Co Ltd | 49,345 | $1,018 萬 | 0.02% | −373−0.8% | 減碼 |
| Telemark Asset Management, LLC | 50,000 | $1,032 萬 | 0.75% | 00.0% | 不變 |
| Davidson Kempner Capital Management LP | 50,000 | $1,032 萬 | 0.17% | +50,000 | 新進 |
| Andra AP-fonden | 50,100 | $1,034 萬 | 0.12% | +32,400+183.1% | 加碼 |
| 180 Wealth Advisors, LLC | 50,259 | $1,037 萬 | 1.04% | −3,759−7.0% | 減碼 |
| IMC-Chicago, LLC | 50,880 | $1,050 萬 | 0.10% | +42,544+510.4% | 加碼 |
| Nykredit A/S | 50,959 | $1,051 萬 | 0.04% | +50,959 | 新進 |
| Natixis Advisors, L.P. | 50,979 | $1,052 萬 | 0.01% | +26,397+107.4% | 加碼 |
| DnB Asset Management AS | 51,170 | $1,056 萬 | 0.03% | +17,449+51.7% | 加碼 |
| Fifth Third Bancorp | 51,275 | $1,058 萬 | 0.02% | −2,736−5.1% | 減碼 |
| Victory Capital Management Inc | 51,666 | $1,066 萬 | 0.01% | −492,153−90.5% | 減碼 |
| Horizon Investments, LLC | 54,392 | $1,122 萬 | 0.12% | +32,819+152.1% | 加碼 |
| Stephens Investment Management Group LLC | 56,272 | $1,161 萬 | 0.12% | +56,272 | 新進 |
| Mutual of America Capital Management LLC | 56,312 | $1,162 萬 | 0.11% | −1,789−3.1% | 減碼 |
| Mackenzie Financial Corp | 57,012 | $1,176 萬 | 0.01% | +26,650+87.8% | 加碼 |
| Jag Capital Management, LLC | 57,452 | $1,185 萬 | 1.11% | +57,452 | 新進 |
| State of Tennessee, Treasury Department | 58,588 | $1,209 萬 | 0.04% | +425+0.7% | 加碼 |
| Nishkama Capital, LLC | 59,422 | $1,226 萬 | 1.38% | +59,422 | 新進 |
| Panagora Asset Management Inc | 59,506 | $1,228 萬 | 0.04% | +20,917+54.2% | 加碼 |
| G2 Investment Partners Management LLC | 60,004 | $1,238 萬 | 2.26% | +60,004 | 新進 |
| Creative Planning | 60,734 | $1,253 萬 | 0.01% | +4,628+8.2% | 加碼 |
| Level Four Advisory Services, LLC | 61,358 | $1,266 萬 | 0.36% | −2,892−4.5% | 減碼 |
| Treasurer of the State of North Carolina | 62,983 | $1,300 萬 | 0.03% | +2,450+4.0% | 加碼 |
| Jain Global LLC | 63,765 | $1,316 萬 | 0.15% | +63,765 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,892 | $1,318 萬 | 0.06% | +11,900+22.9% | 加碼 |
| Millennium Management LLC | 64,265 | $1,326 萬 | 0.01% | −571,387−89.9% | 減碼 |
| Achmea Investment Management B.V. | 64,278 | $1,326 萬 | 0.33% | −2,969−4.4% | 減碼 |