TWLO
Twilio Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +2.5% ·
flujo de acciones -1.9% ·
nuevas posiciones netas +3.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| 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 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 48 | Vanguard Capital Management Llc | 6.85M | +0.9% | $1.41B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | State Street Global Advisors ✦ (pasivo) | 6.00M | +2.4% | $1.24B | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Geode Capital Management ✦ (pasivo) | 2.88M | +1.5% | $591.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Geode Capital Management ✦ (pasivo) | 2.88M | +1.5% | $591.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | Alkeon Capital Management Llc | 2.34M | +26.9% | $481.92M | 1.9% | ▲ Add | 3 | SEC ↗ |
| 53 | Alkeon Capital Management Llc | 2.34M | +26.9% | $481.92M | 1.9% | ▲ Add | 3 | SEC ↗ |
| 54 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pictet Asset Management Holding SA | 2.25M | -3.6% | $463.63M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 69 | Norges Bank ✦ (pasivo) | 1.94M | Nuevo | $399.36M | 0.0% | New | 1 | SEC ↗ |
| 70 | Capital World Investors ✦ | 1.79M | Nuevo | $368.71M | 0.0% | New | 1 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 1.58M | +6.9% | $325.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.58M | +6.9% | $325.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.58M | +6.9% | $325.07M | 0.1% | ▲ Add | 3 | 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
| Norges Bank | $399.36M | 0.0% |
| Capital World Investors | $368.71M | 0.0% |
Posición cerrada
| Viking Global Investors | $56.72M | era 0.2% |
| Duquesne Family Office | $22.87M | era 0.8% |
| Bridgewater Associates | $12.27M | era 0.1% |
| Renaissance Technologies | $6.54M | era 0.0% |
| Squarepoint Ops LLC | $1.49M | era 0.0% |
| Cibc World Market Inc. | $1.39M | 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 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