Spyglass Capital Management’s Duolingo DUOL Stock Holding History

Spyglass Capital Management’s Portfolio DUOL Stock Details DUOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-286,873	Closed	-$50.3M	–	26
2025 Q4	$50.3M	Buy	286,873 +18,147	+7%	+$4.28M	2.52%	24
2025 Q3	$86.5M	Buy	268,726 +186,777	+228%	+$62.5M	4.61%	8
2025 Q2	$33.6M	Buy	+81,949	New	+$36M	1.98%	25
2025 Q1	–	Sell	-111,173	Closed	-$36M	–	26
2024 Q4	$36M	Sell	111,173 -25,386	-19%	-$8.08M	2.03%	25
2024 Q3	$38.5M	Buy	+136,559	New	+$28M	2.53%	23

Other funds holding DUOL

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spyglass Capital Management's DUOL Position: Q1 2026 in Review

Spyglass Capital Management sold out of Duolingo (DUOL) in Q1 2026, closing a stake of 286,873 shares — an estimated $50.3M sold.

Spyglass Capital Management first reported a position in DUOL in Q3 2024 and held it in 5 quarters. The position peaked at $86.5M in Q3 2025. 370 funds tracked by Wall St. Rank hold DUOL as of Q1 2026.

Spyglass Capital Management reported no remaining Duolingo position as of Q1 2026 after selling out during the quarter.
Spyglass Capital Management sold 286,873 Duolingo shares in Q1 2026, an estimated $50.3M.
Spyglass Capital Management first reported a position in Duolingo in Q3 2024 and held it in 5 quarters.
Spyglass Capital Management's Duolingo position peaked at $86.5M in Q3 2025.
370 funds tracked by Wall St. Rank held Duolingo as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.