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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 64,685 | $1,335 萬 | 0.03% | +6,365+10.9% | 加碼 |
| Mariner, LLC | 64,972 | $1,340 萬 | 0.01% | +55,166+562.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 66,226 | $1,366 萬 | 0.26% | +39,559+148.3% | 加碼 |
| Swedbank AB | 66,238 | $1,367 萬 | 0.01% | −500−0.7% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 66,391 | $1,370 萬 | 0.11% | +5,700+9.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,508 | $1,372 萬 | 0.03% | −101,137−60.3% | 減碼 |
| Chase Investment Counsel Corp | 67,621 | $1,395 萬 | 2.94% | +447+0.7% | 加碼 |
| Amalgamated Bank | 68,002 | $1,403 萬 | 0.10% | −914−1.3% | 減碼 |
| RJA Asset Management LLC | 68,082 | $1,405 萬 | 4.38% | 00.0% | 不變 |
| Ardsley Advisory Partners LP | 69,000 | $1,424 萬 | 1.55% | +21,800+46.2% | 加碼 |
| Oddo BHF Asset Management SAS | 69,689 | $1,438 萬 | 0.67% | +49,702+248.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 70,198 | $1,448 萬 | 0.01% | −7,846−10.1% | 減碼 |
| Cerity Partners LLC | 70,535 | $1,455 萬 | 0.02% | −2,566−3.5% | 減碼 |
| Vanguard Investments Australia, Ltd. | 73,469 | $1,516 萬 | 0.04% | −2,327−3.1% | 減碼 |
| MetLife Investment Management | 73,871 | $1,524 萬 | 0.07% | −1,634−2.2% | 減碼 |
| Vanguard Global Advisers, LLC | 74,296 | $1,533 萬 | 0.01% | +49+0.1% | 加碼 |
| Public Employees Retirement System of Ohio | 75,782 | $1,564 萬 | 0.05% | −5,652−6.9% | 減碼 |
| Alyeska Investment Group, L.P. | 79,068 | $1,631 萬 | 0.04% | −828,737−91.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,625 | $1,641 萬 | 0.03% | +11,624+16.8% | 加碼 |
| Osterweis Capital Management Inc | 80,590 | $1,663 萬 | 0.78% | +14,660+22.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 80,714 | $1,665 萬 | 0.04% | +19,520+31.9% | 加碼 |
| Meridiem Capital Partners LP | 81,500 | $1,682 萬 | 0.77% | +256+0.3% | 加碼 |
| Hodges Capital Management Inc. | 81,920 | $1,690 萬 | 1.12% | +50,120+157.6% | 加碼 |
| Colony Group, LLC | 82,707 | $1,706 萬 | 0.02% | −16,125−16.3% | 減碼 |
| KLP Kapitalforvaltning AS | 83,300 | $1,719 萬 | 0.06% | −6,100−6.8% | 減碼 |
| State of Wisconsin Investment Board | 84,102 | $1,735 萬 | 0.04% | +3,415+4.2% | 加碼 |
| New York State Common Retirement Fund | 86,481 | $1,784 萬 | 0.02% | +9,400+12.2% | 加碼 |
| Royal London Asset Management Ltd | 87,898 | $1,814 萬 | 0.03% | −2,986−3.3% | 減碼 |
| Illinois Municipal Retirement Fund | 88,284 | $1,822 萬 | 0.21% | −6,461−6.8% | 減碼 |
| Two Sigma Investments, LP | 92,269 | $1,904 萬 | 0.01% | +42,757+86.4% | 加碼 |
| Castleark Management LLC | 92,390 | $1,906 萬 | 0.51% | +65,630+245.3% | 加碼 |
| APG Asset Management N.V. | 105,680 | $1,907 萬 | 0.05% | +19,978+23.3% | 加碼 |
| CI Private Wealth, LLC | 94,644 | $1,953 萬 | 0.03% | −10,615−10.1% | 減碼 |
| Voloridge Investment Management, LLC | 95,766 | $1,976 萬 | 0.08% | +95,766 | 新進 |
| Storebrand Asset Management AS | 97,279 | $2,007 萬 | 0.05% | −580−0.6% | 減碼 |
| Ogborne Capital Management, LLC | 97,500 | $2,012 萬 | 9.18% | +97,500 | 新進 |
| Zacks Investment Management | 97,970 | $2,020 萬 | 0.14% | +1,027+1.1% | 加碼 |
| Cooper Creek Partners Management LLC | 98,430 | $2,031 萬 | 0.85% | −29,892−23.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 100,335 | $2,070 萬 | 0.11% | −66,841−40.0% | 減碼 |
| Captrust Financial Advisors | 101,020 | $2,084 萬 | 0.03% | −9,408−8.5% | 減碼 |
| Ensign Peak Advisors, Inc | 101,345 | $2,091 萬 | 0.03% | −20,419−16.8% | 減碼 |
| Danske Bank A/S | 101,848 | $2,101 萬 | 0.04% | −4,785−4.5% | 減碼 |
| Picton Mahoney Asset Management | 102,625 | $2,117 萬 | 0.20% | +14,735+16.8% | 加碼 |
| Jane Street Group, LLC | 103,615 | $2,138 萬 | 0.01% | −397,125−79.3% | 減碼 |
| Standard Life Aberdeen plc | 105,216 | $2,171 萬 | 0.03% | −12,936−10.9% | 減碼 |
| Benchstone Capital Management LP | 112,252 | $2,316 萬 | 2.89% | +112,252 | 新進 |
| Russell Investments Group, Ltd. | 114,760 | $2,359 萬 | 0.02% | +45,824+66.5% | 加碼 |
| Alliancebernstein L.P. | 188,968 | $2,378 萬 | 0.01% | −12,055−6.0% | 減碼 |
| Portolan Capital Management, LLC | 115,397 | $2,381 萬 | 0.89% | +40,628+54.3% | 加碼 |
| New York State Teachers Retirement System | 115,590 | $2,385 萬 | 0.04% | +2,563+2.3% | 加碼 |
| Susquehanna International Group, LLP | 120,058 | $2,477 萬 | 0.02% | +66,549+124.4% | 加碼 |
| Assenagon Asset Management S.A. | 120,582 | $2,488 萬 | 0.03% | +48,742+67.8% | 加碼 |
| Neuberger Berman Group LLC | 121,178 | $2,500 萬 | 0.02% | +86,942+253.9% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 122,736 | $2,532 萬 | 0.06% | +21,430+21.2% | 加碼 |
| Korea Investment CORP | 123,414 | $2,546 萬 | 0.05% | +38,549+45.4% | 加碼 |
| Canada Pension Plan Investment Board | 124,800 | $2,575 萬 | 0.01% | −399,300−76.2% | 減碼 |
| STRS Ohio | 125,389 | $2,587 萬 | 0.10% | +16,007+14.6% | 加碼 |
| Aviva PLC | 126,288 | $2,606 萬 | 0.04% | −4,914−3.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 128,292 | $2,647 萬 | 0.04% | −2,180−1.7% | 減碼 |
| SG Americas Securities, LLC | 129,706 | $2,676 萬 | 0.02% | +86,074+197.3% | 加碼 |
| Freestone Grove Partners LP | 132,175 | $2,727 萬 | 0.18% | −619,512−82.4% | 減碼 |
| King Luther Capital Management Corp | 133,182 | $2,748 萬 | 0.11% | −16,466−11.0% | 減碼 |
| J. Safra Sarasin Holding AG | 165,271 | $2,828 萬 | 0.41% | −71,612−30.2% | 減碼 |
| Congress Asset Management Co | 138,114 | $2,850 萬 | 0.18% | +138,114 | 新進 |
| Great West Life Assurance Co | 139,163 | $2,870 萬 | 0.05% | +2,789+2.0% | 加碼 |
| Driehaus Capital Management LLC | 141,973 | $2,929 萬 | 0.17% | +141,973 | 新進 |
| Barclays PLC | 147,374 | $3,041 萬 | 0.01% | +7,609+5.4% | 加碼 |
| Boston Partners | 147,629 | $3,046 萬 | 0.03% | +24,802+20.2% | 加碼 |
| Baird Financial Group, Inc. | 158,347 | $3,267 萬 | 0.04% | +3,038+2.0% | 加碼 |
| Vinva Investment Management Ltd | 174,000 | $3,464 萬 | 0.23% | −23,942−12.1% | 減碼 |
| Virginia Retirement Systems Et Al | 169,550 | $3,498 萬 | 0.21% | +23,750+16.3% | 加碼 |
| Jupiter Topco LLC | 169,880 | $3,505 萬 | 0.01% | +169,880 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,433 | $3,537 萬 | 0.02% | +9,508+5.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 178,366 | $3,680 萬 | 0.02% | −105,866−37.2% | 減碼 |
| Zurich Insurance Group Ltd | 181,126 | $3,737 萬 | 0.26% | +181,126 | 新進 |
| Woodline Partners LP | 188,590 | $3,891 萬 | 0.12% | −87,049−31.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 190,245 | $3,925 萬 | 0.18% | −19,786−9.4% | 減碼 |
| HSBC Holdings PLC | 194,577 | $3,982 萬 | 0.02% | +56,028+40.4% | 加碼 |
| Acadian Asset Management LLC | 196,168 | $4,046 萬 | 0.05% | +83,262+73.7% | 加碼 |
| LPL Financial LLC | 200,800 | $4,143 萬 | 0.01% | +56,074+38.7% | 加碼 |
| Shannon River Fund Management LLC | 201,352 | $4,154 萬 | 3.71% | +201,352 | 新進 |
| Point72 Asset Management, L.P. | 212,861 | $4,392 萬 | 0.07% | −739,018−77.6% | 減碼 |
| AQR Capital Management LLC | 217,885 | $4,398 萬 | 0.02% | −27,244−11.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 216,859 | $4,474 萬 | 0.06% | +107,348+98.0% | 加碼 |
| Man Group plc | 217,244 | $4,482 萬 | 0.08% | −78,946−26.7% | 減碼 |
| California State Teachers Retirement System | 221,577 | $4,572 萬 | 0.04% | −11,147−4.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 224,926 | $4,641 萬 | 0.02% | −274,580−55.0% | 減碼 |
| FIL Ltd | 230,641 | $4,759 萬 | 0.03% | −2,021,715−89.8% | 減碼 |
| Retirement Systems of Alabama | 246,675 | $5,090 萬 | 0.15% | −122,647−33.2% | 減碼 |
| Capital Fund Management S.A. | 248,952 | $5,137 萬 | 0.37% | +66,834+36.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 257,911 | $5,321 萬 | 1.38% | +257,911 | 新進 |
| SEI Investments Co | 259,984 | $5,365 萬 | 0.05% | +148,405+133.0% | 加碼 |
| National Pension Service | 261,307 | $5,392 萬 | 0.03% | +240,854+1,177.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 265,315 | $5,471 萬 | 0.07% | −16,846−6.0% | 減碼 |
| Wellington Management Group LLP | 272,974 | $5,632 萬 | 0.01% | +174,587+177.4% | 加碼 |
| Pacific Heights Asset Management LLC | 275,000 | $5,674 萬 | 1.80% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 280,671 | $5,791 萬 | 0.04% | +29,118+11.6% | 加碼 |
| Price T Rowe Associates Inc | 289,193 | $5,967 萬 | 0.01% | +89,709+45.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 306,020 | $6,314 萬 | 0.04% | −6,039−1.9% | 減碼 |
| California Public Employees Retirement System | 308,105 | $6,357 萬 | 0.04% | +48,032+18.5% | 加碼 |