证券记录 · 已归档季度
TWLO
Twilio Inc. · Technology · Software - Infrastructure
21被追踪持有人
0Δ持有人
79.24M持有股份
$7.93B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +12.2% · 净新建仓位 -4.8% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 126.22K | $36.09M | n/a | −2 |
| 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 |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 21.88M | n/a | $2.19B | 0.1% | n/c | 1 | SEC ↗ ×32 |
| 2 | BlackRock ✦ (被动) | 16.84M | +39.2% | $1.69B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | The Vanguard Group ✦ (被动) | 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 ✦ (被动) | 5.88M | +47.8% | $588.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Norges Bank | $228.88M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 71.30K 股份, $8,970 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 05
Shipchandler Khozema
Officer, Director · 1.60K 股 · $469,020
Oct 05
Shipchandler Khozema
Officer, Director · 800 股 · $233,863
Oct 05
Shipchandler Khozema
Officer, Director · 501 股 · $146,025
Oct 05
Shipchandler Khozema
Officer, Director · 1.93K 股 · $557,036
Oct 05
Shipchandler Khozema
Officer, Director · 5.16K 股 · $1.50M
Oct 05
Shipchandler Khozema
Officer, Director · 1.90K 股 · $549,353
Oct 05
Shipchandler Khozema
Officer, Director · 2.55K 股 · $751,346
Aug 12
Stafman Andrew
Director · 500.00K 股 · $123.54M
Aug 10
ROTTENBERG ERIKA
Director · 334 股 · $85,096
Aug 10
ROTTENBERG ERIKA
Director · 190 股 · $48,176
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 27
SC 13G/A: JPMORGAN CHASE & CO
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据