TWLO
Twilio Inc. · Technology · Software - Infrastructure
Dados de momentum (gestores comparáveis):
amplitude de detentores +2.5% ·
fluxo de ações -1.9% ·
novas posições líquidas +3.1%
— fórmula
Fragmentação de participação — mais detentores, participação agregada menor
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q2 2026
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 16.63M | +0.1% | $3.43B | 0.1% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | JPMorgan Chase ✦ | 12.22M | +30.4% | $2.43B | 0.1% | ▲ Add | 4 | SEC ↗ ×21 |
| 3 | Fidelity (FMR) ✦ | 11.27M | -2.3% | $2.33B | 0.1% | ▼ Trim | 5 | SEC ↗ ×6 |
| 4 | Vanguard Capital Management Llc | 6.85M | +0.9% | $1.41B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passivo) | 6.00M | +2.4% | $1.24B | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passivo) | 2.88M | +1.5% | $591.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Alkeon Capital Management Llc | 2.34M | +26.9% | $481.92M | 1.9% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 2.25M | -31.0% | $464.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×14 |
| 9 | Pictet Asset Management Holding SA | 2.25M | -3.6% | $463.63M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (passivo) | 1.94M | Novo | $399.36M | 0.0% | New | 1 | SEC ↗ |
| 11 | Capital World Investors ✦ | 1.79M | Novo | $368.71M | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.73M | -7.1% | $357.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 13 | Northern Trust Corp | 1.70M | -5.6% | $350.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 14 | UBS AM, a distinct business unit of… | 1.58M | +6.9% | $325.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×12 |
| 15 | Dimensional Fund Advisors Lp | 1.44M | -3.9% | $296.02M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Nordea Investment Management Ab | 1.27M | +7.1% | $253.17M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Goldman Sachs Group ✦ | 1.16M | +30.4% | $239.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 18 | Amundi | 1.15M | +29.1% | $237.44M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Charles Schwab Investment… | 1.13M | -0.9% | $232.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 1.02M | +4.2% | $209.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 21 | Bank of New York Mellon Corp | 964.97K | -5.1% | $199.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 22 | Legal & General Group Plc | 896.83K | -3.0% | $185.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | UBS Group AG | 872.88K | -35.0% | $180.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Qube Research & Technologies Ltd | 854.26K | Novo | $176.26M | 0.2% | New | 1 | SEC ↗ |
| 25 | Allspring Global Investments… | 824.03K | +70.4% | $172.45M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Deutsche Bank Ag\ | 835.47K | +10.6% | $172.38M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 27 | Balyasny Asset Management L.P. | 755.61K | -31.5% | $155.90M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Principal Financial Group Inc | 755.41K | +23.0% | $155.86M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Quantinno Capital Management LP | 677.70K | +4.4% | $139.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Arrowstreet Capital ✦ | 657.89K | +11.2% | $135.74M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 31 | First Trust Advisors Lp | 587.29K | -18.6% | $121.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Voya Investment Management Llc | 560.65K | +481.4% | $115.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | 1832 Asset Management L.P. | 555.50K | Novo | $114.62M | 0.1% | New | 1 | SEC ↗ |
| 34 | Nomura Asset Management… | 529.30K | +116.7% | $109.21M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | Robeco Institutional Asset… | 506.01K | -31.9% | $104.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 505.05K | +10.9% | $104.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Wells Fargo & Company/Mn | 492.81K | +58.9% | $101.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Invesco Ltd. | 487.71K | -68.5% | $100.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 39 | Ameriprise Financial Inc | 469.70K | +48.8% | $96.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | Rhumbline Advisers | 458.85K | -16.2% | $94.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | American Century Companies Inc | 442.94K | -21.3% | $91.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Citigroup Inc | 434.16K | +35.1% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Nuveen, LLC | 433.38K | +32.6% | $89.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 44 | Artisan Partners Limited Partnership | 413.73K | Novo | $85.36M | 0.1% | New | 1 | SEC ↗ |
| 45 | BNP Paribas Asset Management… | 411.88K | +206.5% | $84.93M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 46 | Swiss National Bank | 406.00K | -8.8% | $83.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Raymond James Financial Inc | 399.86K | +258.3% | $82.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 48 | Schroder Investment Management Group | 412.56K | -12.0% | $82.00M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Envestnet Asset Management Inc | 379.03K | +22.8% | $78.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 376.43K | +64.6% | $77.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 51 | Connor, Clark & Lunn Investment… | 320.75K | -26.4% | $66.18M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | California Public Employees… | 308.11K | +18.5% | $63.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Sumitomo Mitsui Trust Group, Inc. | 306.02K | -1.9% | $63.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 289.19K | +45.0% | $59.67M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 55 | Wellington Management ✦ | 272.97K | +177.4% | $56.32M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 265.31K | -6.0% | $54.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | National Pension Service | 261.31K | +1177.6% | $53.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Sei Investments Co | 259.98K | +133.0% | $53.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Assenagon Asset Management S.A. | 241.16K | +235.7% | $49.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | FIL Ltd | 230.64K | -89.8% | $47.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 224.93K | -55.0% | $46.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Man Group plc | 217.24K | -26.6% | $44.82M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Caisse De Depot Et Placement Du… | 216.86K | +98.0% | $44.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 217.88K | -11.1% | $43.98M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 65 | Point72 Asset Management ✦ | 212.86K | -77.6% | $43.92M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 66 | LPL Financial LLC | 200.80K | +38.7% | $41.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Hsbc Holdings Plc | 194.58K | +40.4% | $39.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 68 | D. E. Shaw & Co. ✦ | 178.37K | -37.2% | $36.80M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 69 | Mitsubishi UFJ Asset Management… | 171.43K | +5.9% | $35.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 158.35K | +2.0% | $32.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Boston Partners | 147.63K | +20.2% | $30.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 72 | Barclays Plc | 147.37K | +5.4% | $30.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Hrt Financial Lp | 133.50K | +87.2% | $27.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | State Board Of Administration Of… | 128.29K | -1.7% | $26.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Aviva Plc | 126.29K | -3.8% | $26.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Canada Pension Plan Investment Board | 124.80K | -76.2% | $25.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Korea Investment CORP | 123.41K | +45.4% | $25.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | PFA Pension, Forsikringsaktieselskab | 122.74K | +21.1% | $25.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 79 | Neuberger Berman Group LLC | 121.18K | +253.9% | $25.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | Susquehanna International Group, Llp | 120.06K | +124.4% | $24.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Alliancebernstein L.P. | 188.97K | -6.0% | $23.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 114.76K | +66.5% | $23.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 83 | Aberdeen Group plc | 105.22K | -10.9% | $21.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Jane Street Group, Llc | 103.61K | -79.3% | $21.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 85 | Danske Bank A/S | 101.85K | -4.5% | $21.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 86 | Ensign Peak Advisors, Inc | 101.34K | -16.8% | $20.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Captrust Financial Advisors | 101.02K | -8.5% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Storebrand Asset Management As | 97.28K | -0.6% | $20.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Corient Private Wealth LP | 95.89K | -8.9% | $19.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Two Sigma Investments ✦ | 92.27K | +86.4% | $19.04M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | Royal London Asset Management Ltd | 87.90K | -3.3% | $18.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | New York State Common Retirement… | 86.48K | +12.2% | $17.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | State Of Wisconsin Investment Board | 84.10K | +4.2% | $17.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Focus Partners Wealth | 82.71K | -16.3% | $17.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Mitsubishi UFJ Trust & Banking Corp | 80.71K | +31.9% | $16.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Universal- Beteiligungs- und… | 80.62K | +16.9% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Alyeska Investment Group, L.P. | 79.07K | -91.3% | $16.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Cerity Partners LLC | 70.53K | -3.5% | $14.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 99 | Manufacturers Life Insurance… | 70.20K | -10.1% | $14.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Zurcher Kantonalbank (Zurich… | 66.51K | -60.3% | $13.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $399.36M | 0.0% |
| Capital World Investors | $368.71M | 0.0% |
| Qube Research & Technologies… | $176.26M | 0.2% |
| 1832 Asset Management L.P. | $114.62M | 0.1% |
| Artisan Partners Limited… | $85.36M | 0.1% |
Encerrado
| 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 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.
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Officer, Director · 1.60K ações · $469,020
Officer, Director · 800 ações · $233,863
Officer, Director · 501 ações · $146,025
Officer, Director · 1.93K ações · $557,036
Officer, Director · 5.16K ações · $1.50M
Officer, Director · 1.90K ações · $549,353
Officer, Director · 2.55K ações · $751,346
Director · 500.00K ações · $123.54M
Director · 334 ações · $85,096
Director · 190 ações · $48,176
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia