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Twilio · 13F 机构持仓分析
期权收益计算器 机构排行

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TWILIO INCTWLO
持有机构数
968
机构合计市值 (Q2 2026)
$296.17亿
机构合计股数 (Q2 2026)
1.44亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,530.3万股
545 · 231 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,239.4万股
387 · 78 清仓 · ≈
⚖️ 净额
+291.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$296.17亿
持有机构数
968
新买入
231
加仓
314
减仓
309
清仓
78
持股不变
114
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.05%0.04%#301$34.31亿1,663.0万股$20.89亿1,660.6万股+2.4万股+0.14%加仓
摩根大通JPMORGAN CHASE & CO
0.13%0.07%#158$24.30亿1,222.4万股$11.34亿937.3万股+285.1万股+30.41%加仓
富达投资FMR LLC
0.1%0.08%#190$23.26亿1,127.3万股$14.52亿1,154.1万股-26.8万股-2.32%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.07%0.05%#242$15.77亿764.4万股$10.17亿808.2万股-43.8万股-5.42%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.03%0.02%#442$14.13亿685.0万股$8.54亿678.9万股+6.1万股+0.89%加仓
道富集团STATE STREET CORP
0.04%0.03%#390$12.38亿599.9万股$7.37亿585.5万股+14.3万股+2.44%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.03%0.02%#432$5.92亿287.6万股$3.55亿283.2万股+4.4万股+1.54%加仓
Alkeon资本管理ALKEON CAPITAL MANAGEMENT LLC
0.65%0.39%#51$4.82亿233.6万股$2.32亿184.0万股+49.6万股+26.94%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.07%0.07%#246$4.64亿225.0万股$4.10亿326.1万股-101.1万股-31.00%减仓
百达资产管理Pictet Asset Management Holding SA
0.44%0.31%#70$4.64亿224.8万股$2.93亿233.1万股-8.4万股-3.60%减仓
杰里科资本Jericho Capital Asset Management L.P.
3.74%1.3%#8$4.52亿219.2万股$8,776.1万69.8万股+149.5万股+214.33%加仓
挪威央行投资管理NORGES BANK
0.04%0.03%#359$3.99亿193.6万股$1.91亿195.2万股-1.6万股-0.82%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.03%0.01%#443$3.84亿186.2万股$1.26亿99.9万股+86.3万股+86.34%加仓
Durable资本合伙人Durable Capital Partners LP
3.7%#10$3.81亿184.6万股$00股+184.6万股新买入
资本世界投资者Capital World Investors
0.04%#342$3.69亿178.7万股$00股+178.7万股新买入
摩根士丹利MORGAN STANLEY
0.02%0.02%#522$3.57亿173.2万股$2.70亿270.0万股-96.8万股-35.85%减仓
北方信托NORTHERN TRUST CORP
0.04%0.03%#354$3.51亿169.9万股$2.26亿180.0万股-10.1万股-5.61%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.06%0.04%#272$3.25亿157.5万股$1.85亿147.4万股+10.2万股+6.90%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.05%0.04%#291$2.96亿143.5万股$1.88亿149.4万股-5.9万股-3.94%减仓
北欧投资管理NORDEA INVESTMENT MANAGEMENT AB
0.21%0.14%#116$2.53亿127.1万股$1.45亿118.7万股+8.4万股+7.10%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.02%0.01%#503$2.49亿120.7万股$1.17亿92.9万股+27.9万股+30.01%加仓
极地资本控股Polar Capital Holdings Plc
0.59%0.08%#56$2.49亿120.5万股$2,330.6万18.5万股+102.0万股+550.52%加仓
城堡顾问CITADEL ADVISORS LLC
0.03%0.05%#450$2.46亿119.4万股$3.03亿240.9万股-121.5万股-50.44%减仓
简街集团JANE STREET GROUP, LLC
0.02%0.02%#515$2.38亿115.2万股$1.37亿108.7万股+6.5万股+5.98%加仓
东方汇理Amundi
0.06%0.03%#278$2.37亿115.1万股$1.12亿89.1万股+26.0万股+29.15%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.02%#437$2.33亿112.7万股$1.43亿113.8万股-1.1万股-0.94%减仓
SRS投资管理SRS Investment Management, LLC
2.05%2.74%#23$2.22亿107.6万股$2.60亿206.4万股-98.9万股-47.89%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#594$2.10亿101.7万股$1.23亿97.6万股+4.1万股+4.23%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.03%0.02%#427$1.99亿96.5万股$1.28亿101.7万股-5.2万股-5.11%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.04%0.03%#341$1.99亿96.3万股$1.19亿94.4万股+2.0万股+2.07%加仓
瑞银集团UBS Group AG
0.02%0.03%#476$1.91亿92.7万股$1.90亿150.7万股-58.0万股-38.49%减仓
英国法通集团Legal & General Group Plc
0.04%0.03%#369$1.85亿89.7万股$1.16亿92.5万股-2.8万股-3.02%减仓
Qube研究科技Qube Research & Technologies Ltd
0.17%<0.01%#137$1.78亿86.3万股$158.5万1.3万股+85.1万股+6,752.04%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.26%0.11%#96$1.72亿82.4万股$6,309.2万48.4万股+34.0万股+70.39%加仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.05%0.03%#303$1.72亿83.5万股$9,504.5万75.5万股+8.0万股+10.60%加仓
弗雷德·阿尔杰管理FRED ALGER MANAGEMENT, LLC
0.57%0.11%#58$1.71亿83.1万股$2,399.9万19.1万股+64.0万股+335.64%加仓
鲸岩资本Whale Rock Capital Management LLC
1.36%#28$1.70亿82.2万股$00股+82.2万股新买入
花旗集团CITIGROUP INC
0.05%0.02%#288$1.66亿80.4万股$4,044.4万32.1万股+48.3万股+150.17%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.2%0.18%#123$1.57亿76.2万股$1.39亿110.5万股-34.4万股-31.08%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.08%0.04%#232$1.56亿75.5万股$7,726.8万61.4万股+14.1万股+23.01%加仓
阿崔迪斯管理Atreides Management, LP
1.04%2.32%#35$1.49亿72.0万股$1.16亿92.2万股-20.1万股-21.84%减仓
Quantinno资本管理Quantinno Capital Management LP
0.17%0.14%#136$1.40亿67.8万股$8,164.2万64.9万股+2.9万股+4.44%加仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.06%0.04%#269$1.36亿65.8万股$7,444.2万59.2万股+6.6万股+11.20%加仓
萨赫姆角资本Sachem Head Capital Management LP
2.65%7.37%#18$1.28亿62.0万股$2.89亿229.5万股-167.5万股-72.98%减仓
第一信托顾问FIRST TRUST ADVISORS LP
0.07%0.06%#241$1.21亿58.7万股$9,080.8万72.2万股-13.4万股-18.63%减仓
Earnest合伙人EARNEST PARTNERS LLC
0.42%0.3%#73$1.17亿56.5万股$7,254.4万57.7万股-1.1万股-1.93%减仓
Voya投资管理VOYA INVESTMENT MANAGEMENT LLC
0.1%0.01%#193$1.16亿56.1万股$1,213.4万9.6万股+46.4万股+481.35%加仓
LORD, ABBETT & CO. LLC
0.33%#86$1.16亿56.1万股$00股+56.1万股新买入
1832资产管理1832 Asset Management L.P.
0.06%#279$1.15亿55.6万股$00股+55.6万股新买入
野村资产管理国际NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.16%0.05%#140$1.09亿52.9万股$3,073.2万24.4万股+28.5万股+116.70%加仓

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