Registro do valor mobiliário · trimestre arquivado

TWLO

Twilio Inc. · Technology · Software - Infrastructure

253.63 -4.9% cap. de mercado $38.95B cotação com atraso (FMP) · em Oct 22 22:08 UTC · independente dos dados de arquivo abaixo

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

158Detentores rastreados

-1Δ titulares

113.04MAções mantidas

$16.07BValor reportado

+1Novas posições

−1Saídas

Falling Pontuação de convicção 46/100 3 trimestres de alta nas ações rastreadas ●●●○○○ Como estes valores são calculados → Explicar isso no Research Desk →

Dados de momentum (gestores comparáveis): amplitude de detentores -0.6% · fluxo de ações -8.2% · novas posições líquidas 0.0% · fórmula
Distribuição ampla: ações em queda e menos detentores

Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025

Participação ao longo do tempo

Trimestre	Detentores	Δ	Ações	Valor reportado	Novo	Saídas
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

Número de detentores

Quem detém · Q4 2025

#	Gestor	Ações	Δ ações	Valor	Seu peso		Detido
1	BlackRock ✦ (passivo)	16.42M	-2.5%	$2.34B	0.0%	▼ Trim	3	SEC ↗ ×21
2	The Vanguard Group ✦ (passivo)	15.45M	+0.9%	$2.20B	0.0%	▲ Add	3	SEC ↗ ×6
3	Fidelity (FMR) ✦	10.67M	+27.8%	$1.52B	0.1%	▲ Add	3	SEC ↗ ×6
4	JPMorgan Chase ✦	9.15M	-58.2%	$1.30B	0.1%	▼ Trim	2	SEC ↗ ×16
5	State Street Global Advisors ✦ (passivo)	5.79M	-1.6%	$823.17M	0.0%	▼ Trim	5	SEC ↗
6	Invesco Ltd.	3.15M	n/a	$448.28M	0.0%	n/c	1	SEC ↗ ×20
7	Royal Bank Of Canada	2.94M	n/a	$418.81M	0.1%	n/c	1	SEC ↗ ×15
8	Geode Capital Management ✦ (passivo)	2.75M	-0.8%	$389.58M	0.0%	▼ Trim	7	SEC ↗ ×2
9	Morgan Stanley ✦	2.18M	-19.4%	$309.63M	0.0%	▼ Trim	2	SEC ↗ ×15
10	Pictet Asset Management Holding SA	1.98M	n/a	$281.95M	0.3%	n/c	1	SEC ↗
11	UBS Group AG	1.96M	n/a	$278.33M	0.1%	n/c	1	SEC ↗ ×4
12	Citadel Advisors ✦	1.94M	+365.7%	$276.04M	0.2%	▲ Add	7	SEC ↗ ×2
13	Norges Bank ✦ (passivo)	1.93M	Novo	$273.86M	0.0%	New	1	SEC ↗
14	Northern Trust Corp	1.78M	n/a	$253.03M	0.0%	n/c	1	SEC ↗ ×8
15	FIL Ltd	1.74M	n/a	$247.62M	0.2%	n/c	1	SEC ↗ ×2
16	UBS AM, a distinct business unit of…	1.73M	n/a	$246.70M	0.1%	n/c	1	SEC ↗ ×12
17	Arrowstreet Capital ✦	1.59M	-33.9%	$226.13M	0.1%	▼ Trim	7	SEC ↗
18	Dimensional Fund Advisors Lp	1.54M	n/a	$218.59M	0.0%	n/c	1	SEC ↗ ×5
19	Nordea Investment Management Ab	1.18M	n/a	$168.85M	0.1%	n/c	1	SEC ↗ ×3
20	Charles Schwab Investment…	1.07M	n/a	$151.66M	0.0%	n/c	1	SEC ↗
21	Bank of New York Mellon Corp	1.06M	n/a	$150.32M	0.0%	n/c	1	SEC ↗ ×18
22	Balyasny Asset Management L.P.	1.05M	n/a	$149.50M	0.3%	n/c	1	SEC ↗
23	Bank Of America Corp /De/	1.04M	n/a	$147.85M	0.0%	n/c	1	SEC ↗ ×8
24	Amundi	1.03M	n/a	$146.09M	0.0%	n/c	1	SEC ↗ ×5
25	Legal & General Group Plc	943.57K	n/a	$134.21M	0.0%	n/c	1	SEC ↗ ×3
26	Goldman Sachs Group ✦	874.64K	+13.0%	$124.41M	0.0%	▲ Add	2	SEC ↗ ×3
27	Deutsche Bank Ag\	791.19K	n/a	$112.54M	0.0%	n/c	1	SEC ↗ ×11
28	Robeco Institutional Asset…	765.55K	n/a	$108.89M	0.2%	n/c	1	SEC ↗
29	Voya Investment Management Llc	721.44K	n/a	$102.62M	0.1%	n/c	1	SEC ↗ ×2
30	Captrust Financial Advisors	674.98K	n/a	$96.01M	0.2%	n/c	1	SEC ↗
31	First Trust Advisors Lp	651.58K	n/a	$92.68M	0.1%	n/c	1	SEC ↗
32	Point72 Asset Management ✦	602.19K	+144.9%	$85.66M	0.1%	▲ Add	7	SEC ↗
33	Principal Financial Group Inc	596.44K	n/a	$84.84M	0.0%	n/c	1	SEC ↗ ×2
34	Rhumbline Advisers	547.37K	n/a	$77.86M	0.1%	n/c	1	SEC ↗
35	D. E. Shaw & Co. ✦	430.56K	+827.5%	$61.24M	0.0%	▲ Add	7	SEC ↗ ×2
36	Swiss National Bank	420.40K	n/a	$59.80M	0.0%	n/c	1	SEC ↗
37	American Century Companies Inc	399.92K	n/a	$56.88M	0.0%	n/c	1	SEC ↗
38	Pacer Advisors, Inc.	394.79K	n/a	$56.16M	0.1%	n/c	1	SEC ↗ ×2
39	Man Group plc	390.71K	n/a	$55.58M	0.1%	n/c	1	SEC ↗ ×2
40	Canada Pension Plan Investment Board	386.20K	n/a	$54.93M	0.0%	n/c	1	SEC ↗
41	Wells Fargo & Company/Mn	359.35K	n/a	$51.11M	0.0%	n/c	1	SEC ↗ ×4
42	Ameriprise Financial Inc	334.91K	n/a	$47.64M	0.0%	n/c	1	SEC ↗ ×4
43	Barclays Plc	333.83K	n/a	$47.48M	0.0%	n/c	1	SEC ↗ ×3
44	Sumitomo Mitsui Trust Group, Inc.	332.28K	n/a	$47.26M	0.0%	n/c	1	SEC ↗
45	Truist Financial Corp	320.60K	n/a	$45.60M	0.1%	n/c	1	SEC ↗ ×3
46	Alyeska Investment Group, L.P.	312.35K	n/a	$44.43M	0.1%	n/c	1	SEC ↗
47	Marshall Wace ✦	306.87K	+100.2%	$43.65M	0.0%	▲ Add	7	SEC ↗ ×2
48	T. Rowe Price ✦	303.40K	+3.2%	$43.16M	0.0%	▲ Add	7	SEC ↗ ×2
49	Envestnet Asset Management Inc	298.81K	n/a	$42.50M	0.0%	n/c	1	SEC ↗
50	AQR Capital Management ✦	282.35K	-14.0%	$40.16M	0.0%	▼ Trim	7	SEC ↗ ×5
51	Quantinno Capital Management LP	272.74K	n/a	$38.79M	0.1%	n/c	1	SEC ↗
52	California Public Employees…	266.07K	n/a	$37.85M	0.0%	n/c	1	SEC ↗
53	Citigroup Inc	262.04K	n/a	$37.27M	0.0%	n/c	1	SEC ↗ ×4
54	Baird Financial Group, Inc.	259.91K	n/a	$36.97M	0.1%	n/c	1	SEC ↗ ×2
55	Connor, Clark & Lunn Investment…	257.70K	n/a	$36.65M	0.1%	n/c	1	SEC ↗
56	Hsbc Holdings Plc	254.44K	n/a	$36.30M	0.0%	n/c	1	SEC ↗ ×16
57	Alkeon Capital Management Llc	250.00K	n/a	$35.56M	0.2%	n/c	1	SEC ↗
58	Allspring Global Investments…	254.77K	n/a	$35.25M	0.1%	n/c	1	SEC ↗ ×3
59	Peak6 Llc	242.73K	n/a	$34.53M	0.5%	n/c	1	SEC ↗ ×2
60	California State Teachers…	240.89K	n/a	$34.26M	0.0%	n/c	1	SEC ↗
61	MIRAE ASSET GLOBAL ETFS HOLDINGS…	240.39K	n/a	$34.20M	0.1%	n/c	1	SEC ↗ ×3
62	Blair William & Co/Il	235.99K	n/a	$33.57M	0.1%	n/c	1	SEC ↗
63	Nomura Asset Management…	233.25K	n/a	$33.18M	0.1%	n/c	1	SEC ↗ ×2
64	Nuveen, LLC	226.74K	n/a	$32.25M	0.0%	n/c	1	SEC ↗ ×3
65	LMR Partners LLP	225.00K	n/a	$32.00M	0.4%	n/c	1	SEC ↗
66	Alliancebernstein L.P.	200.64K	n/a	$28.54M	0.0%	n/c	1	SEC ↗
67	LPL Financial LLC	178.18K	n/a	$25.34M	0.0%	n/c	1	SEC ↗
68	Susquehanna International Group, Llp	171.89K	n/a	$24.45M	0.0%	n/c	1	SEC ↗
69	BNP Paribas Asset Management…	166.55K	n/a	$23.69M	0.0%	n/c	1	SEC ↗ ×3
70	Caisse De Depot Et Placement Du…	160.04K	n/a	$22.76M	0.0%	n/c	1	SEC ↗
71	Bnp Paribas Financial Markets	157.51K	n/a	$22.40M	0.0%	n/c	1	SEC ↗
72	Mitsubishi UFJ Asset Management…	152.34K	n/a	$21.08M	0.0%	n/c	1	SEC ↗
73	Boston Partners	147.74K	n/a	$21.01M	0.0%	n/c	1	SEC ↗ ×3
74	Ensign Peak Advisors, Inc	141.56K	n/a	$20.14M	0.0%	n/c	1	SEC ↗
75	Parallax Volatility Advisers, L.P.	140.92K	n/a	$20.04M	0.7%	n/c	1	SEC ↗
76	State Board Of Administration Of…	133.12K	n/a	$18.94M	0.0%	n/c	1	SEC ↗
77	Aviva Plc	126.72K	n/a	$18.03M	0.0%	n/c	1	SEC ↗
78	Bridgewater Associates ✦	124.76K	-12.3%	$17.75M	0.1%	▼ Trim	7	SEC ↗
79	Raymond James Financial Inc	124.23K	n/a	$17.67M	0.0%	n/c	1	SEC ↗ ×3
80	Ninety One UK Ltd	123.95K	n/a	$17.63M	0.0%	n/c	1	SEC ↗
81	Aberdeen Group plc	115.15K	n/a	$16.38M	0.0%	n/c	1	SEC ↗ ×2
82	Zurcher Kantonalbank (Zurich…	114.22K	n/a	$16.25M	0.0%	n/c	1	SEC ↗
83	Danske Bank A/S	112.94K	n/a	$16.07M	0.0%	n/c	1	SEC ↗ ×2
84	Wellington Management ✦	112.92K	+110.3%	$16.06M	0.0%	▲ Add	7	SEC ↗ ×4
85	Millennium Management ✦	106.21K	+70.8%	$15.11M	0.0%	▲ Add	7	SEC ↗
86	Storebrand Asset Management As	102.73K	n/a	$14.61M	0.0%	n/c	1	SEC ↗
87	PFA Pension, Forsikringsaktieselskab	101.31K	n/a	$14.60M	0.0%	n/c	1	SEC ↗
88	State Of Wisconsin Investment Board	94.14K	n/a	$13.39M	0.0%	n/c	1	SEC ↗
89	Focus Partners Wealth	93.67K	n/a	$13.28M	0.0%	n/c	1	SEC ↗
90	Royal London Asset Management Ltd	91.25K	n/a	$12.98M	0.0%	n/c	1	SEC ↗
91	Manufacturers Life Insurance…	85.31K	n/a	$12.14M	0.0%	n/c	1	SEC ↗
92	Sei Investments Co	82.22K	n/a	$11.69M	0.0%	n/c	1	SEC ↗ ×3
93	Bank Of Montreal /Can/	82.09K	n/a	$11.68M	0.0%	n/c	1	SEC ↗ ×7
94	Cerity Partners LLC	80.75K	n/a	$11.49M	0.0%	n/c	1	SEC ↗ ×3
95	Mitsubishi UFJ Trust & Banking Corp	78.70K	n/a	$11.19M	0.0%	n/c	1	SEC ↗ ×2
96	New York State Common Retirement…	77.08K	n/a	$10.96M	0.0%	n/c	1	SEC ↗
97	Universal- Beteiligungs- und…	76.39K	n/a	$10.78M	0.0%	n/c	1	SEC ↗
98	Russell Investments Group, Ltd.	72.16K	n/a	$10.28M	0.0%	n/c	1	SEC ↗ ×12
99	Mariner, LLC	66.80K	n/a	$9.50M	0.0%	n/c	1	SEC ↗ ×3
100	Swedbank AB	66.74K	n/a	$9.49M	0.0%	n/c	1	SEC ↗ ×2

"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.

Novos compradores

Norges Bank	$273.86M	0.0%

Encerrado

Duquesne Family Office	$51.33M	era 1.3%

Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 1 detentores, 71.30K ações, $8,970 reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.

Frequentemente detidos em conjunto

O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.

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Transações de insiders