TWLO
TWILIO INC
+4.60 (+1.93%)243.48USD466K成交股數37.4B市值33.8本益比(近四季)6.7股價營收比+22.0%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 33 · 628M · 8 |
| 其中 10b5-1 計畫賣出 | 13 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 2.2B |
| 近 180 天 淨額 | −2.2B |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-17 | 08-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 610 | 233.32 | 142K | 109K | SEC |
| 2026-08-17 | 08-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 310 | 234.30 | 73K | 109K | SEC |
| 2026-08-17 | 08-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 304 | 234.95 | 71K | 109K | SEC |
| 2026-08-17 | 08-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 170 | 238.10 | 40K | 108K | SEC |
| 2026-08-12 | 08-12 | Stafman Andrew | Director | S 公開市場賣出 | 500K | 247.08 | 124M | 120K | SEC |
| 2026-08-12 | 08-12 | Sachem Head Capital Management LP | Other | S 公開市場賣出 | 500K | 247.08 | 124M | 120K | SEC |
| 2026-08-12 | 08-12 | Ferguson Scott D. | Other | S 公開市場賣出 | 500K | 247.08 | 124M | 120K | SEC |
| 2026-08-12 | 08-12 | Uncas GP LLC | Other | S 公開市場賣出 | 500K | 247.08 | 124M | 120K | SEC |
| 2026-08-12 | 08-12 | Sachem Head GP LLC | Other | S 公開市場賣出 | 500K | 247.08 | 124M | 120K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 487 | 249.17 | 121K | 30.9K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 357 | 250.83 | 90K | 30.5K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 190 | 253.56 | 48K | 28.2K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 334 | 254.78 | 85K | 27.9K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 628 | 252.55 | 159K | 28.4K | SEC |
| 2026-08-10 | 08-12 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 1.5K | 251.74 | 379K | 29.0K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.3K | 210.08 | 483K | 216K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.9K | 212.36 | 614K | 208K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 1.0K | 208.48 | 208K | 218K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 1.1K | 213.25 | 226K | 207K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.8K | 206.99 | 574K | 219K | SEC |
| 2026-07-06 | 07-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.4K | 211.26 | 937K | 211K | SEC |
| 2026-07-02 | 07-07 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 8.5K | 205.43 | 1.8M | 110K | SEC |
| 2026-06-30 | 07-02 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 2.3K | 200.28 | 461K | 124K | SEC |
| 2026-06-30 | 07-02 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 1.3K | 199.27 | 267K | 126K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 74 | 203.89 | 15K | 222K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 2.8K | 203.15 | 565K | 222K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 1.6K | 202.49 | 316K | 225K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 4.3K | 201.26 | 863K | 226K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 3.2K | 200.20 | 647K | 230K | SEC |
| 2026-06-30 | 07-02 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 2.8K | 201.30 | 559K | 121K | SEC |
| 2026-06-30 | 07-02 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出 | 1.9K | 199.24 | 389K | 234K | SEC |
| 2026-06-30 | 07-02 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 240 | 203.68 | 49K | 118K | SEC |
| 2026-06-30 | 07-02 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 2.4K | 202.97 | 493K | 118K | SEC |
| 2026-06-15 | 06-17 | Sachem Head Capital Management LP | Other | A 獲配股票 | 399 | – | – | 13.9K | SEC |
| 2026-06-15 | 06-17 | ROTTENBERG ERIKA | Director | G 贈與 | 398 | – | – | 0 | SEC |
| 2026-06-15 | 06-17 | Suzuki Miyuki | Director | A 獲配股票 | 396 | – | – | 17.8K | SEC |
| 2026-06-15 | 06-17 | ROTTENBERG ERIKA | Director | G 贈與 | 398 | – | – | 31.4K | SEC |
| 2026-06-15 | 06-17 | Robinson Douglas A. | Director | A 獲配股票 | 361 | – | – | 3.9K | SEC |
| 2026-06-15 | 06-17 | PATRICK DEVAL L | Director | A 獲配股票 | 391 | – | – | 18.7K | SEC |
| 2026-06-15 | 06-17 | IMMELT JEFFREY R | Director | A 獲配股票 | 408 | – | – | 1.1K | SEC |
| 2026-06-15 | 06-17 | Epstein Jeff | Director | A 獲配股票 | 540 | – | – | 39.9K | SEC |
| 2026-06-15 | 06-17 | Dubinsky Donna | Director | G 贈與 | 391 | – | – | 22.4K | SEC |
| 2026-06-15 | 06-17 | Dubinsky Donna | Director | G 贈與 | 391 | – | – | 0 | SEC |
| 2026-06-15 | 06-17 | Dubinsky Donna | Director | A 獲配股票 | 391 | – | – | 391 | SEC |
| 2026-06-15 | 06-17 | Stafman Andrew | Director | A 獲配股票 | 399 | – | – | 13.9K | SEC |
| 2026-06-15 | 06-17 | ROTTENBERG ERIKA | Director | A 獲配股票 | 398 | – | – | 398 | SEC |
| 2026-06-15 | 06-17 | Bell Charles H | Director | A 獲配股票 | 399 | – | – | 18.2K | SEC |
| 2026-06-15 | 06-17 | Ferguson Scott D. | Other | A 獲配股票 | 399 | – | – | 13.9K | SEC |
| 2026-06-15 | 06-17 | Sachem Head GP LLC | Other | A 獲配股票 | 399 | – | – | 13.9K | SEC |
| 2026-06-15 | 06-17 | Uncas GP LLC | Other | A 獲配股票 | 399 | – | – | 13.9K | SEC |
| 2026-06-04 | 06-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 44.2K | 235.88 | 10.4M | 236K | SEC |
| 2026-06-04 | 06-08 | Shipchandler Khozema | Chief Executive Officer | M 選擇權執行 | 44.2K | 117.94 | 5.2M | 280K | SEC |
| 2026-06-01 | 06-03 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 2.0K | 199.01 | 398K | 31.0K | SEC |
| 2026-05-27 | 05-27 | Sachem Head Capital Management LP | Other | S 公開市場賣出 | 1.0M | 184.14 | 184M | 620K | SEC |
| 2026-05-27 | 05-27 | Uncas GP LLC | Other | S 公開市場賣出 | 1.0M | 184.14 | 184M | 620K | SEC |
| 2026-05-27 | 05-27 | Ferguson Scott D. | Other | S 公開市場賣出 | 1.0M | 184.14 | 184M | 620K | SEC |
| 2026-05-27 | 05-27 | Sachem Head GP LLC | Other | S 公開市場賣出 | 1.0M | 184.14 | 184M | 620K | SEC |
| 2026-05-27 | 05-27 | Stafman Andrew | Director | S 公開市場賣出 | 1.0M | 184.14 | 184M | 620K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.5K | 188.00 | 840K | 236K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 8.8K | 187.19 | 1.6M | 240K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.7K | 186.55 | 880K | 249K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.5K | 185.15 | 838K | 254K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.0K | 184.55 | 736K | 258K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.7K | 182.75 | 489K | 262K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.1K | 181.96 | 379K | 265K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 927 | 180.70 | 168K | 267K | SEC |
| 2026-05-26 | 05-28 | Shipchandler Khozema | Chief Executive Officer | M 選擇權執行 | 32.2K | 76.63 | 2.5M | 268K | SEC |
| 2026-05-19 | 05-21 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.8K | 200.00 | 366K | 127K | SEC |
| 2026-05-15 | 05-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 900 | 197.80 | 178K | 129K | SEC |
| 2026-05-15 | 05-19 | Viggiano Aidan | Chief Financial Officer | S 公開市場賣出 | 476 | 196.76 | 94K | 130K | SEC |
| 2026-05-12 | 05-12 | Sachem Head GP LLC | Other | S 公開市場賣出 | 675K | 193.54 | 131M | 1.6M | SEC |
| 2026-05-12 | 05-12 | Uncas GP LLC | Other | S 公開市場賣出 | 675K | 193.54 | 131M | 1.6M | SEC |
| 2026-05-12 | 05-12 | Ferguson Scott D. | Other | S 公開市場賣出 | 675K | 193.54 | 131M | 1.6M | SEC |
| 2026-05-12 | 05-12 | Sachem Head Capital Management LP | Other | S 公開市場賣出 | 675K | 193.54 | 131M | 1.6M | SEC |
| 2026-05-12 | 05-12 | Stafman Andrew | Director | S 公開市場賣出 | 675K | 193.54 | 131M | 1.6M | SEC |
| 2026-05-04 | 05-06 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 1.5K | 185.32 | 278K | 33.0K | SEC |
| 2026-04-21 | 04-23 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 1.6K | 149.00 | 236K | 34.7K | SEC |
| 2026-04-21 | 04-23 | ROTTENBERG ERIKA | Director | S 公開市場賣出(10b5-1) | 215 | 149.18 | 32K | 34.5K | SEC |
| 2026-04-06 | 04-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 5.3K | 133.05 | 707K | 243K | SEC |
| 2026-04-06 | 04-08 | Shipchandler Khozema | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.8K | 131.93 | 369K | 248K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 16.6M | 3.4B | +23.9K (+0%) | 加碼 |
| JPMORGAN CHASE & CO | 12.2M | 2.4B | +2.9M (+30%) | 加碼 |
| FMR LLC | 11.3M | 2.3B | −268K (-2%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.6M | 1.6B | −438K (-5%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | 1.4B | +60.6K (+1%) | 加碼 |
| STATE STREET CORP | 6.0M | 1.2B | +143K (+2%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9M | 592M | +43.5K (+2%) | 加碼 |
| ALKEON CAPITAL MANAGEMENT LLC | 2.3M | 482M | +496K (+27%) | 加碼 |
| ROYAL BANK OF CANADA | 2.3M | 464M | −1.0M (-31%) | 減碼 |
| Pictet Asset Management Holding SA | 2.2M | 464M | −83.8K (-4%) | 減碼 |
| Jericho Capital Asset Management L.P. | 2.2M | 452M | +1.5M (+214%) | 加碼 |
| 挪威主權基金 NORGES BANK | 1.9M | 399M | 新進 | 新進 |
| Durable Capital Partners LP | 1.8M | 381M | 新進 | 新進 |
| Capital World Investors | 1.8M | 369M | 新進 | 新進 |
| MORGAN STANLEY | 1.7M | 357M | −133K (-7%) | 減碼 |
| NORTHERN TRUST CORP | 1.7M | 351M | −101K (-6%) | 減碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.6M | 325M | +102K (+7%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 296M | −58.9K (-4%) | 減碼 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.3M | 253M | +84.3K (+7%) | 加碼 |
| Polar Capital Holdings Plc | 1.2M | 249M | +1.0M (+551%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.2M | 239M | +271K (+30%) | 加碼 |
| Amundi | 1.2M | 237M | +260K (+29%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | 233M | −10.7K (-1%) | 減碼 |
| SRS Investment Management, LLC | 1.1M | 222M | −989K (-48%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 1.0M | 210M | +41.3K (+4%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 965 +146 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 228 / 82 / 289 / 293 |
| 機構合計持股 · 佔流通股 | 139M · 90.3% |
| 合計季末市值 | 27.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.5M |
|---|---|
| 與上期比 | +6.7% |
| 佔流通股數 | 2.92% |
| 日均成交量 | 1.9M |
| 回補天數 | 2.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.5M | +6.7% | 2.92% | 1.9M | 2.3 |
| 2026-08-14 | 4.2M | -2.3% | 2.74% | 3.4M | 1.2 |
| 2026-07-31 | 4.3M | +2.3% | 2.81% | 1.6M | 2.7 |
| 2026-07-15 | 4.2M | -4.2% | 2.74% | 1.8M | 2.4 |
| 2026-06-30 | 4.4M | -20.9% | 2.86% | 2.4M | 1.9 |
| 2026-06-15 | 5.6M | +1.4% | 3.62% | 3.0M | 1.8 |
| 2026-05-29 | 5.5M | -9.8% | 3.57% | 2.5M | 2.2 |
| 2026-05-15 | 6.1M | -0.9% | 3.95% | 3.5M | 1.7 |
| 2026-04-30 | 6.1M | -5.2% | 3.99% | 2.5M | 2.5 |
| 2026-04-15 | 6.5M | +7.8% | 4.21% | 2.5M | 2.6 |
| 2026-03-31 | 6.0M | +6.5% | 3.90% | 1.7M | 3.6 |
| 2026-03-13 | 5.6M | -9.3% | 3.66% | 1.7M | 3.2 |
| 2026-02-27 | 6.2M | +4.8% | 4.04% | 2.6M | 2.4 |
| 2026-02-13 | 5.9M | -3.1% | 3.86% | 3.9M | 1.5 |
| 2026-01-30 | 6.1M | +3.0% | 3.98% | 2.4M | 2.5 |
| 2026-01-15 | 5.9M | +16.6% | 3.87% | 2.3M | 2.6 |
| 2025-12-31 | 5.1M | +14.5% | 3.31% | 2.1M | 2.4 |
| 2025-12-15 | 4.4M | -18.4% | 2.89% | 2.1M | 2.1 |
| 2025-11-28 | 5.4M | -2.6% | 3.55% | 2.0M | 2.8 |
| 2025-11-14 | 5.6M | +5.7% | 3.64% | 1.9M | 2.9 |
| 2025-10-31 | 5.3M | -16.3% | 3.45% | 2.6M | 2.0 |
| 2025-10-15 | 6.3M | -33.9% | 4.12% | 2.9M | 2.2 |
| 2025-09-30 | 9.6M | +0.8% | 6.23% | 2.8M | 3.4 |
| 2025-09-15 | 9.5M | -1.1% | 6.18% | 2.4M | 3.9 |
| 2025-08-29 | 9.6M | +31.0% | 6.25% | 5.4M | 1.8 |
| 2025-08-15 | 7.3M | +47.0% | 4.77% | 6.3M | 1.2 |