TWLO
Twilio Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +12.2% · nuevas posiciones netas -4.8% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 126.22K | $36.09M | n/a | n/a |
| Q2 2026 | 160 | +4 | 104.14M | $21.36B | +11 | −8 |
| 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 | n/a | −1 |
| Q2 2025 | 19 | -3 | 47.13M | $5.86B | n/a | −3 |
| Q1 2025 | 19 | -1 | 18.48M | $1.81B | +1 | −2 |
| Q4 2024 | 20 | +4 | 22.02M | $2.38B | +4 | n/a |
| Q3 2024 | 15 | +1 | 14.10M | $919.85M | +3 | −2 |
| Q2 2024 | 14 | n/a | 16.09M | $912.61M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 21.88M | n/a | $2.19B | 0.1% | n/c | 1 | SEC ↗ ×32 |
| 2 | BlackRock ✦ (pasivo) | 16.84M | +39.2% | $1.69B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | The Vanguard Group ✦ (pasivo) | 15.31M | +2.6% | $1.53B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | Fidelity (FMR) ✦ | 8.35M | +71.2% | $835.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | State Street Global Advisors ✦ (pasivo) | 5.88M | +47.8% | $588.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 2.77M | +8.7% | $276.90M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 2.70M | n/a | $270.25M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 8 | Arrowstreet Capital ✦ | 2.41M | -11.7% | $240.81M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 773.89K | n/a | $77.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Duquesne Family Office ✦ | 512.80K | +155.8% | $51.33M | 1.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 416.73K | -34.6% | $41.71M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 328.37K | -35.2% | $32.87M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 13 | T. Rowe Price ✦ | 294.02K | +78.1% | $29.43M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Point72 Asset Management ✦ | 245.88K | -68.5% | $24.61M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 153.32K | -56.2% | $15.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 142.33K | -62.2% | $14.25M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 75.71K | -67.3% | $7.58M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Millennium Management ✦ | 62.18K | -89.8% | $6.22M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Wellington Management ✦ | 53.68K | -77.8% | $5.37M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 20 | D. E. Shaw & Co. ✦ | 46.42K | +815.4% | $4.65M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 21 | Gotham Asset Management ✦ | 4.60K | -88.8% | $460,614 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $228.88M | era 0.0% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Officer, Director · 1.60K acc. · $469,020
Officer, Director · 800 acc. · $233,863
Officer, Director · 501 acc. · $146,025
Officer, Director · 1.93K acc. · $557,036
Officer, Director · 5.16K acc. · $1.50M
Officer, Director · 1.90K acc. · $549,353
Officer, Director · 2.55K acc. · $751,346
Director · 500.00K acc. · $123.54M
Director · 334 acc. · $85,096
Director · 190 acc. · $48,176
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología