Twilio Inc.
Twilio Inc.（TWLO）股东结构
基于 13F 申报与流通股数据，展示机构、内部人与公众持股结构；下方为前十大机构、机构动向与内部人交易。
SEC 13F · FMP · TWLO · 截至 2025年3月31日
股东结构概览
839
机构持有人数
▲ 23 vs Q4
$11.90B
机构持仓总市值
▼ $970.14M vs Q4
151.77M
总流通股
freeFloat 95.68%
121.52M
13F 申报持股数
▲ 2.40M vs Q4
机构持仓% = 13F 持股数 ÷ 总流通股。内部人% = 100 − 自由流通率。散户% = 自由流通率 − 机构%。数据来源：FMP /symbol-positions-summary + /shares-float + SEC EDGAR。
前10大机构持仓
TWLO 最大股东 · 机构持仓
Q1 2025 · SEC 13F
显示前 10 家
| 机构 | 持股数 | 占比 | 权重 | 市值 | 申报日 | 变动 |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 15.00M | 9.78% | 9.78% | $1.47T | May 9, 2025 | ▼ 211.3K |
BLACKROCK, INC. services-prepackaged software | 10.57M | 6.89% | 6.89% | $1.03T | May 2, 2025 | ▲ 473.6K |
JPMORGAN CHASE & CO services-prepackaged software | 9.57M | 6.24% | 6.24% | $937.00B | May 12, 2025 | ▲ 7.89M |
STATE STREET CORP services-prepackaged software | 4.08M | 2.66% | 2.66% | $399.45B | May 15, 2025 | ▲ 179.3K |
SACHEM HEAD CAPITAL MANAGEMENT LP services-prepackaged software | 3.29M | 2.15% | 2.15% | $322.61B | May 15, 2025 | — held |
JERICHO CAPITAL ASSET MANAGEMENT L.P. services-prepackaged software | 3.28M | 2.14% | 2.14% | $321.18B | May 15, 2025 | ▲ 493.0K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP services-prepackaged software | 3.14M | 2.05% | 2.05% | $307.71B | May 14, 2025 | ▼ 120.0K |
FMR LLC services-prepackaged software | 2.61M | 1.70% | 1.70% | $255.55B | May 12, 2025 | ▼ 1.51M |
GEODE CAPITAL MANAGEMENT, LLC services-prepackaged software | 2.58M | 1.68% | 1.68% | $251.66B | May 13, 2025 | ▲ 104.0K |
MORGAN STANLEY services-prepackaged software | 2.10M | 1.37% | 1.37% | $205.52B | May 15, 2025 | ▼ 661.8K |
数据来源：SEC 13F 申报文件。变动标识：isNew / isSoldOut / changeInSharesNumber。
机构仓位变动
Q1 2025 对比上季度
Q1 2025
26
增持
+14.89M 股3
新建仓
首次建仓19
减持
−5.71M 股0
清仓
完全退出净股数变化（前50家）
+9.18M
+14.89M / −5.71M
净新增持仓人
+10
新建 3 个 / 退出 0 个
基于前50家最大机构持仓统计，全市场实际数量可能不同。
内幕交易买卖情绪
TWLO 内幕交易记录
数据来源：SEC Form 4
近期内部人员以卖出为主。 卖出可能源于预定的 10b5-1 计划，不代表负面展望。
1
买入笔数
23
卖出笔数
0.04
买卖比
$2M
卖出总金额
最近内幕交易记录
最近10条 · 仅普通股
| 姓名 · 职位 | 日期 | 类型 | 股数 | 价格 | 金额 | 交易后持股 | 申报 |
|---|---|---|---|---|---|---|---|
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 927 | $180.70 | $167.5K | 266.8K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 2,084 | $181.96 | $379.2K | 264.7K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 2,677 | $182.75 | $489.2K | 262.0K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 3,986 | $184.55 | $735.6K | 258.0K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 4,524 | $185.15 | $837.6K | 253.5K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 4,719 | $186.55 | $880.3K | 248.8K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 8,772 | $187.19 | $1.64M | 240.0K | Form 4 ↗ |
Shipchandler Khozema Chief Executive Officer | May 26, 2026 | Sale | 4,469 | $188.00 | $840.2K | 235.5K | Form 4 ↗ |
Stafman Andrew director | May 27, 2026 | Sale | 1,000,000 | $184.14 | $184.14M | 620.0K | Form 4 ↗ |
Viggiano Aidan Chief Financial Officer | May 19, 2026 | Sale | 1,828 | $200.00 | $365.6K | 127.3K | Form 4 ↗ |
数据来源：SEC Form 4。买卖方向：acquisitionOrDisposition A=买入，D=卖出。已排除 RSU 归属（M-Exempt）。
关于机构与内部人持股结构
Twilio Inc.（TWLO）主要由机构投资者持有，机构持股比例约为 80.1%。公司内部人员持股约 4.32%，散户及公众持股约占剩余的 15.61%。
Twilio Inc. 最大机构股东为 VANGUARD GROUP INC，截至 March 31, 2025 持有约 15.00 million 股，占总流通股的 9.78%。
目前共有 839 家机构持有 TWLO 股票，合计持仓市值约 $11.90 billion，数据来源为最新 SEC 13F 申报。
常见问题
TWLO ownershipTwilio Inc.（TWLO）主要由机构投资者持有，机构持股约 80.1%。最大股东为 VANGUARD GROUP INC，持股比例 9.78%。内部人员持股约 4.32%。数据来源 SEC Form 13F，截至 March 31, 2025。