TWLO
Twilio Inc. · Technology · Software - Infrastructure
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.6% ·
aandelenstroom -6.4% ·
netto nieuwe posities -15.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passief) | 14.91M | — | $1.85B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passief) | 12.10M | — | $1.51B | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.88M | — | $606.45M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passief) | 3.98M | -2.5% | $494.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 2.72M | -13.3% | $338.87M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passief) | 2.55M | -1.1% | $316.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passief) | 2.55M | -1.1% | $316.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Norges Bank ✦ (passief) | 1.84M | -5.7% | $228.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 779.88K | +173.2% | $96.99M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 636.79K | +1091.7% | $79.19M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 636.79K | +1091.7% | $79.19M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 42 | Millennium Management ✦ | 610.23K | -36.2% | $75.89M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 506.71K | -10.4% | $62.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 506.71K | -10.4% | $62.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 506.71K | -10.4% | $62.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 506.71K | -10.4% | $62.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 506.71K | -10.4% | $62.96M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 48 | Bridgewater Associates ✦ | 376.38K | +113.8% | $46.81M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 49 | Marshall Wace ✦ | 350.19K | -9.1% | $43.55M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 50 | Marshall Wace ✦ | 350.19K | -9.1% | $43.55M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 51 | Marshall Wace ✦ | 350.19K | -9.1% | $43.55M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 241.65K | -7.1% | $30.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Wellington Management ✦ | 241.65K | -7.1% | $30.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | Wellington Management ✦ | 241.65K | -7.1% | $30.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Two Sigma Investments ✦ | 231.51K | -84.0% | $28.79M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 56 | Duquesne Family Office ✦ | 200.47K | -44.6% | $24.93M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 165.08K | -4.5% | $20.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 165.08K | -4.5% | $20.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 41.15K | +11.8% | $5.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 5.07K | -99.5% | $630,630 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Capital World Investors | $57.37M | was 0.0% |
| Viking Global Investors | $25.02M | was 0.1% |
| Renaissance Technologies | $22.14M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 71.30K aandelen, $8,970 gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Director · 500.00K aand · $123.54M
Director · 487 aand · $121,343
Director · 357 aand · $89,548
Director · 1.50K aand · $378,613
Director · 628 aand · $158,602
Director · 190 aand · $48,176
Director · 334 aand · $85,096
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie