NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
Position in TWLO — Twilio Inc
CIK 1629649
MILWAUKEE, WI
Position in TWLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,044,312
+$2,770,710 QoQ
Shares Held
34,141
+0.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#232
of 955 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $158,470,147 across 26 Software - Infrastructure names. TWLO ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,168 | $88,841,427 | |
| 2 | PANW |
Palo Alto Networks Inc
|
26,002 | $8,867,202 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,616 | $8,588,778 | |
| 4 | ORCL |
Oracle Corp
|
54,405 | $7,973,052 | |
| 5 | TWLO |
Twilio Inc
This page
|
34,141 | $7,044,312 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
32,640 | $6,227,222 | |
| 7 | OKTA |
Okta, Inc.
|
37,714 | $5,146,075 | |
| 8 | FTNT |
Fortinet, Inc.
|
19,966 | $3,067,176 |
All Filings in TWLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,044,312 | 34,141 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,273,602 | 33,966 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,825,065 | 33,922 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,423,078 | 34,200 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||