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Coatue Management's Twilio Inc. (TWLO) position

Not anymore: Coatue Management fully exited TWLO in Q1 2023. The position peaked at $714M in Q2 2021.
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Value at exit
$33M
Shares at exit
680K
Est. average buy price (i)
$56.91
est. since Q4 2022
Quarter-end price
$48.96

Estimated trade prices

Average price in quarters with purchases
$323.72
Average prices in quarters with sales
  • Q4 2021: $299.07 (1.7M shares sold)
  • Q3 2021: $364.14 (61K shares sold)

TWLO price vs Management's position

1Y 3Y 5Y MAX
Dates
$40$200$40020222023202420252026Sold 61K shares (3.4%) · Q3 2021. Average closing price $364.14 · Price range $312.80–$409.8461KsharessoldSold 1.7M shares (99.0%) · Q4 2021. Average closing price $299.07 · Price range $248.17–$369.231.7MsharessoldNew position of 135K shares · Q3 2022. Average closing price $79.91 · Price range $65.94–$98.19135Ksharespurchased← Earlier —1 purchase
Average closing price · filing quarter
$79.91
Price range · filing quarter
$65.94 – $98.19
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2023 Exited −680K −$42M −100.0% 0 May 15, 2023
Q4 2022 First covered – – – 680K Feb 14, 2023
Q3 2022 New +135K +$11M – 135K Nov 14, 2022
Q4 2021 Reduced −1.7M −$518M −99.0% 18K Feb 14, 2022
Q3 2021 Reduced −61K −$22M −3.4% 1.7M Nov 12, 2021
Q2 2021 Added +1.4M +$488M +345.6% 1.8M Aug 13, 2021
Q1 2021 First covered – – – 406K May 14, 2021
Data through Q1 2023 · filed May 15, 2023
7 grouped rows from 7 quarters

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Common questions

Does Coatue Management own TWLO?

Not currently. Coatue Management fully exited TWLO in Q1 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy TWLO?

Coatue Management held TWLO since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell TWLO?

Yes. Coatue Management reduced and then fully exited TWLO by Q1 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of TWLO does Coatue Management own?

None as of the latest filing: Coatue Management has exited TWLO. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for TWLO?

Coatue Management began building the TWLO position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.