TWLO
Twilio Inc. · Technology · Software - Infrastructure
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +4 | 105.30M | $21.60B | +11 | −6 |
| Q1 2026 | 160 | +1 | 105.71M | $13.25B | +5 | −5 |
| Q4 2025 | 158 | -1 | 113.04M | $16.07B | +1 | −1 |
| Q3 2025 | 21 | 0 | 79.24M | $7.93B | — | −1 |
| Q2 2025 | 19 | -3 | 47.13M | $5.86B | — | −3 |
| Q1 2025 | 19 | -1 | 18.48M | $1.81B | +1 | −2 |
| Q4 2024 | 20 | +4 | 22.02M | $2.38B | +4 | — |
| Q3 2024 | 15 | +1 | 14.10M | $919.85M | +3 | −2 |
| Q2 2024 | 14 | — | 16.09M | $912.61M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 5.58M | — | $316.94M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.69M | — | $152.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.69M | — | $152.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 2.46M | — | $139.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.92M | — | $108.84M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 1.92M | — | $108.84M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 1.33M | — | $75.81M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 560.21K | — | $31.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 560.21K | — | $31.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 150.56K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 127.94K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 127.94K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 61.60K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 47.21K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 8.49K | — | $482,601 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | ARK Investment Management ✦ | 8 | — | $454 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 71.30K acciones, $8,970 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 500.00K acc. · $123.54M
Director · 487 acc. · $121,343
Director · 357 acc. · $89,548
Director · 1.50K acc. · $378,613
Director · 628 acc. · $158,602
Director · 190 acc. · $48,176
Director · 334 acc. · $85,096
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología