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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 46,300 | $955.3 萬 | 0.03% | 00.0% | 不變 |
| Tredje AP-fonden | 45,991 | $948.9 萬 | 0.04% | −16,059−25.9% | 減碼 |
| Louisiana State Employees Retirement System | 44,400 | $916.1 萬 | 0.14% | +400+0.9% | 加碼 |
| Cetera Investment Advisers | 44,223 | $912.5 萬 | 0.01% | +3,477+8.5% | 加碼 |
| California First Leasing Corp | 44,000 | $907.9 萬 | 1.93% | 00.0% | 不變 |
| Stifel Financial Corp | 43,934 | $906.5 萬 | 0.01% | +14,777+50.7% | 加碼 |
| Revere Asset Management, Inc | 43,317 | $893.8 萬 | 3.43% | +43,317 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 43,250 | $892.4 萬 | 0.04% | −8,450−16.3% | 減碼 |
| SEB Asset Management AB | 43,199 | $891.3 萬 | 0.03% | +3,798+9.6% | 加碼 |
| USS Investment Management Ltd | 42,799 | $883.3 萬 | 0.03% | +42,799 | 新進 |
| Resona Asset Management Co.,Ltd. | 43,040 | $882.7 萬 | 0.04% | −1,800−4.0% | 減碼 |
| Yousif Capital Management, LLC | 42,214 | $871.0 萬 | 0.10% | −2,619−5.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 41,678 | $859.9 萬 | 0.06% | −13,400−24.3% | 減碼 |
| State of Michigan Retirement System | 41,500 | $856.3 萬 | 0.04% | −2,600−5.9% | 減碼 |
| Arizona State Retirement System | 41,269 | $851.5 萬 | 0.04% | +55+0.1% | 加碼 |
| Ieq Capital, LLC | 41,226 | $850.6 萬 | 0.04% | +11,298+37.8% | 加碼 |
| LMR Partners LLP | 40,600 | $837.7 萬 | 0.06% | −109,400−72.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 40,492 | $835.5 萬 | 0.17% | +33,410+471.8% | 加碼 |
| FORA Capital, LLC | 40,019 | $826.1 萬 | 0.57% | +40,019 | 新進 |
| Advisor Group Holdings, Inc. | 39,829 | $821.8 萬 | 0.01% | +21,745+120.2% | 加碼 |
| Graham Capital Management, L.P. | 39,388 | $812.7 萬 | 0.22% | +17,600+80.8% | 加碼 |
| 13D Management LLC | 39,000 | $804.7 萬 | 11.28% | −21,755−35.8% | 減碼 |
| Thrivent Financial for Lutherans | 39,254 | $804.3 萬 | 0.01% | +883+2.3% | 加碼 |
| Oak Harvest Investment Services | 37,584 | $775.5 萬 | 0.73% | +1,228+3.4% | 加碼 |
| Hedeker Wealth, LLC | 37,406 | $771.8 萬 | 1.47% | −664−1.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 36,764 | $758.6 萬 | 0.38% | +305+0.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 36,600 | $755.2 萬 | 0.23% | +36,600 | 新進 |
| Panoramic Capital, LLC | 36,483 | $752.8 萬 | 3.24% | −19,206−34.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,335 | $749.7 萬 | 0.04% | −1,652−4.3% | 減碼 |
| UniSuper Management Pty Ltd | 36,010 | $743.0 萬 | 0.04% | −385−1.1% | 減碼 |
| Krane Funds Advisors LLC | 35,431 | $731.0 萬 | 0.26% | +14,945+73.0% | 加碼 |
| Condor Capital Management | 35,079 | $723.8 萬 | 0.54% | −1,026−2.8% | 減碼 |
| Impax Asset Management Group plc | 35,064 | $723.5 萬 | 0.05% | −10,092−22.3% | 減碼 |
| Jones Financial Companies LLLP | 37,212 | $712.9 萬 | 0.00% | +24,893+202.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 34,141 | $704.4 萬 | 0.08% | +175+0.5% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $703.2 萬 | 0.10% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 33,766 | $696.7 萬 | 0.85% | −600−1.7% | 減碼 |
| Penserra Capital Management LLC | 32,755 | $675.8 萬 | 0.05% | +31,944+3,938.8% | 加碼 |
| Swiss Life Asset Management Ltd | 32,728 | $675.3 萬 | 0.03% | +4,528+16.1% | 加碼 |
| Entropy Technologies, LP | 32,720 | $675.1 萬 | 0.27% | +32,720 | 新進 |
| IFM Investors Pty Ltd | 32,499 | $670.6 萬 | 0.04% | +1,060+3.4% | 加碼 |
| Occam Crest Management LP | 35,500 | $668.3 萬 | 3.69% | −7,500−17.4% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 32,000 | $660.3 萬 | 5.03% | +32,000 | 新進 |
| CAPROCK Group, Inc. | 31,981 | $659.9 萬 | 0.13% | −4,491−12.3% | 減碼 |
| Loup Funds, LLC | 31,926 | $658.7 萬 | 2.99% | +31,926 | 新進 |
| New Mexico Educational Retirement Board | 31,400 | $647.9 萬 | 0.16% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 31,396 | $647.8 萬 | 0.07% | +259+0.8% | 加碼 |
| US Bancorp | 30,384 | $626.9 萬 | 0.01% | +4,103+15.6% | 加碼 |
| TD Asset Management Inc | 30,364 | $626.5 萬 | 0.01% | −185−0.6% | 減碼 |
| Prudential Financial Inc | 30,196 | $623.0 萬 | 0.01% | −6,224−17.1% | 減碼 |
| Intech Investment Management LLC | 30,162 | $622.3 萬 | 0.06% | +26,739+781.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 29,830 | $615.5 萬 | 0.08% | +20,596+223.0% | 加碼 |
| Franklin Resources Inc | 29,749 | $613.7 萬 | 0.00% | −49,140−62.3% | 減碼 |
| Pinnbrook Capital Management LP | 29,600 | $610.7 萬 | 1.02% | +29,600 | 新進 |
| Xponance, Inc. | 29,429 | $607.2 萬 | 0.04% | −205−0.7% | 減碼 |
| Beaconlight Capital, LLC | 29,366 | $605.9 萬 | 2.67% | +29,366 | 新進 |
| Spire Wealth Management | 29,172 | $602.2 萬 | 0.18% | +29,138+85,700.0% | 加碼 |
| MML Investors Services, LLC | 28,875 | $595.8 萬 | 0.01% | +6,296+27.9% | 加碼 |
| JustInvest LLC | 28,060 | $579.0 萬 | 0.05% | −753−2.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,930 | $576.3 萬 | 0.15% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 27,521 | $567.8 萬 | 0.26% | −49,984−64.5% | 減碼 |
| Parallel Advisors, LLC | 26,571 | $548.3 萬 | 0.08% | −2,170−7.6% | 減碼 |
| Pathstone Holdings, LLC | 25,953 | $535.0 萬 | 0.02% | +2,131+8.9% | 加碼 |
| Altman Advisors, Inc. | 25,863 | $533.6 萬 | 1.92% | −282−1.1% | 減碼 |
| Clayton Partners LLC | 25,232 | $520.6 萬 | 3.42% | −7,397−22.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 25,975 | $519.3 萬 | 0.01% | +2,559+10.9% | 加碼 |
| Mercer Global Advisors Inc | 24,397 | $503.4 萬 | 0.01% | −5,418−18.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 24,440 | $501.7 萬 | 0.01% | +2,435+11.1% | 加碼 |
| Simplex Trading, LLC | 23,820 | $491.5 萬 | 0.13% | +23,820 | 新進 |
| Utah Retirement Systems | 22,450 | $463.2 萬 | 0.04% | −503−2.2% | 減碼 |
| Baker Avenue Asset Management, LP | 22,252 | $459.1 萬 | 0.09% | +6,126+38.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 22,155 | $457.1 萬 | 0.03% | +589+2.7% | 加碼 |
| Nisa Investment Advisors, LLC | 21,982 | $453.6 萬 | 0.01% | +4,885+28.6% | 加碼 |
| Truvestments Capital LLC | 21,616 | $446.0 萬 | 0.66% | +960+4.6% | 加碼 |
| Hantz Financial Services, Inc. | 21,604 | $445.8 萬 | 0.06% | +14,460+202.4% | 加碼 |
| British Columbia Investment Management Corp | 21,580 | $445.3 萬 | 0.03% | +682+3.3% | 加碼 |
| Verition Fund Management LLC | 21,240 | $438.2 萬 | 0.03% | +2,065+10.8% | 加碼 |
| Cache Advisors, LLC | 21,232 | $438.1 萬 | 0.37% | +16,521+350.7% | 加碼 |
| Summit Trail Advisors, LLC | 21,179 | $437.0 萬 | 0.06% | −1,372−6.1% | 減碼 |
| Commonwealth Equity Services, LLC | 20,974 | $432.8 萬 | 0.01% | −915−4.2% | 減碼 |
| Toronto Dominion Bank | 20,366 | $420.2 萬 | 0.01% | +192+1.0% | 加碼 |
| Empowered Funds, LLC | 20,019 | $413.1 萬 | 0.02% | −95,333−82.6% | 減碼 |
| Circumference Group LLC | 20,000 | $412.7 萬 | 8.96% | −5,000−20.0% | 減碼 |
| Pinebridge Investments LLC | 19,774 | $408.0 萬 | 0.03% | +19,774 | 新進 |
| Delta Global Management LP | 19,549 | $403.4 萬 | 0.44% | −41,683−68.1% | 減碼 |
| LSV Asset Management | 19,440 | $401.1 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 19,352 | $399.3 萬 | 0.05% | +907+4.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 32,970 | $397.4 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 19,212 | $396.4 萬 | 0.01% | +943+5.2% | 加碼 |
| Gateway Investment Advisers LLC | 19,050 | $393.1 萬 | 0.04% | +2,432+14.6% | 加碼 |
| Nissay Asset Management Corp | 18,859 | $389.1 萬 | 0.02% | −672−3.4% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 18,822 | $388.4 萬 | 0.03% | 00.0% | 不變 |
| Sphera Management Technology Funds Ltd | 18,650 | $384.8 萬 | 1.35% | −6,350−25.4% | 減碼 |
| XTX Topco Ltd | 18,224 | $376.0 萬 | 0.05% | +18,224 | 新進 |
| Ritholtz Wealth Management | 18,121 | $373.9 萬 | 0.06% | −1,545−7.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,005 | $371.5 萬 | 0.00% | +2,510+16.2% | 加碼 |
| Citadel Advisors LLC | 17,880 | $368.9 萬 | 0.00% | −1,912,472−99.1% | 減碼 |
| Allianz Asset Management GmbH | 17,348 | $357.9 萬 | 0.00% | +153+0.9% | 加碼 |
| New York Life Investment Management LLC | 17,059 | $352.0 萬 | 0.02% | −786−4.4% | 減碼 |
| Pacer Advisors, Inc. | 17,022 | $351.2 萬 | 0.01% | −475,187−96.5% | 減碼 |