$202.02 +$1.06 (+0.53%)
休市 · Nov 6, 8:20 pm ET · 最新盘后价 $197.98 -2.00%
开盘$205.01
昨收$200.96
当日区间$197.57 – $206.14
成交量2.10M
市值$31.26B
市盈率(TTM)25.4
股息率–
股权结构与仓位
谁在持有、谁在做空,以及大资金的流向
机构持股比例90.5%-1.23 个百分点,较上季度
持仓机构数1,218+78 ,较上季度
内部人近期交易22次买入 / 28次卖出净卖出
空头持仓比例3.94% 占流通股回补天数 1.1 · 截至 15 Oct 2026
卖空成交量占比17.0%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入,近20个交易日
大单买入减卖出的净额(美元)。该窗口期内:+$14.76M(10个净流入日,10个净流出日)。
按单量净流入,近20个交易日
超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。
已披露的前五大股东合计持有32.6%的流通股。
最大股东
按投资者类型
过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从2.84%升至3.94%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Durable Capital Partners, LP | Hedge Fund | 2026/Q3 | +1,846,153 | 1.2% |
| Capital Research | Mutual Fund | 2026/Q3 | +1,786,989 | 1.2% |
| Jericho Capital Asset Management L.P. | Hedge Fund | 2026/Q3 | +1,494,944 | 1.4% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +1,440,559 | 2.5% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +1,410,186 | 5.4% |
| Polar Capital Holdings Plc | Mutual Fund | 2026/Q3 | +1,019,749 | 0.8% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +854,257 | 0.6% |
| Whale Rock Capital Management LLC | Mutual Fund | 2026/Q3 | +821,768 | 0.5% |
| Fred Alger Management, LLC | Mutual Fund | 2026/Q3 | +640,196 | 0.5% |
| 1832 Asset Management L.P. | Mutual Fund | 2026/Q3 | +521,927 | 0.4% |
| Voya Investment Management LLC | Mutual Fund | 2026/Q3 | +464,207 | 0.4% |
| Alkeon Capital Management, LLC | Hedge Fund | 2026/Q3 | +414,949 | 1.3% |
| Artisan Partners Limited Partnership | Mutual Fund | 2026/Q3 | +413,729 | 0.3% |
| Lord, Abbett & Co. LLC | Mutual Fund | 2026/Q3 | +410,573 | 0.4% |
| Strategic Advisers LLC | Mutual Fund | 2026/Q3 | +407,350 | 0.8% |
按报告期列出的机构买卖动态,变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | Khozema Shipchandler | Chief Executive Officer | Automatic Disposition | -14,442 | $294.53 | 178,863 |
| 4 Oct 2026 | Khozema Shipchandler | President of Communications & Principal Financial Officer | Intent to Sell (Form 144) | -14,442 | $291.03 | – |
| 29 Sep 2026 | Khozema Shipchandler | Chief Executive Officer | Open Market Disposition | -13,898 | $296.29 | 193,305 |
| 29 Sep 2026 | Aidan Viggiano | Chief Financial Officer | Open Market Disposition | -9,084 | $296.34 | 99,246 |
| 14 Sep 2026 | Jeffrey Immelt | Independent Director | Other Acquisition | +352 | – | 34,874 |
| 14 Sep 2026 | Jeffrey Epstein | Independent Chairperson | Other Acquisition | +465 | – | 66,851 |
| 14 Sep 2026 | Donna Dubinsky | Independent Director | Other Acquisition | +674 | – | 22,698 |
| 14 Sep 2026 | Donna Dubinsky | Independent Director | Other Disposition | -337 | – | 22,698 |
| 14 Sep 2026 | Deval Patrick | Independent Director | Other Acquisition | +337 | – | 19,055 |
| 14 Sep 2026 | Miyuki Suzuki | Independent Director | Other Acquisition | +341 | – | 18,170 |
| 14 Sep 2026 | Erika Rottenberg | Independent Director | Other Acquisition | +688 | – | 28,237 |
| 14 Sep 2026 | Erika Rottenberg | Independent Director | Other Disposition | -344 | – | 28,237 |
| 14 Sep 2026 | Andrew Stafman | Independent Director | Other Acquisition | +345 | – | 14,236 |
| 14 Sep 2026 | Douglas Robinson | Independent Director | Other Acquisition | +341 | – | 1,048 |
| 14 Sep 2026 | Charles Bell | Independent Director | Other Acquisition | +345 | – | 18,565 |
| 16 Aug 2026 | Aidan Viggiano | Chief Financial Officer | Open Market Disposition | -1,394 | $238.10 | 108,330 |
| 11 Aug 2026 | Sachem Head Capital Management LP | Open Market Disposition | -500,000 | $247.08 | 120,000 | |
| 9 Aug 2026 | Erika Rottenberg | Independent Director | Automatic Disposition | -3,500 | $254.78 | 27,893 |
| 5 Jul 2026 | Khozema Shipchandler | Chief Executive Officer | Automatic Disposition | -14,458 | $213.25 | 207,203 |
| 1 Jul 2026 | Aidan Viggiano | Chief Financial Officer | Automatic Disposition | -8,528 | $205.43 | 109,724 |
数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。
空头持仓(按报告期)
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 6,051,947 | 3.9% | 1.1 |
| 30 Sep 2026 | 6,347,074 | 4.1% | 1.9 |
| 15 Sep 2026 | 5,406,382 | 3.5% | 3.5 |
| 31 Aug 2026 | 4,491,813 | 2.9% | 2.3 |
| 14 Aug 2026 | 4,210,074 | 2.7% | 1.2 |
| 31 Jul 2026 | 4,308,336 | 2.8% | 2.7 |
暂无评论——快来第一个聊聊 TWLO。
登录后参与讨论。