ThornTree Capital Partners’s Duolingo DUOL Stock Holding History

ThornTree Capital Partners’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
2025 Q1	–	Sell	-85,000	Closed	-$27.6M	–	23
2024 Q4	$27.6M	Hold	85,000	–	–	3.58%	14
2024 Q3	$24M	Buy	+85,000	New	+$17.4M	3.99%	12
2024 Q1	–	Sell	-85,000	Closed	-$19.3M	–	23
2023 Q4	$19.3M	Buy	+85,000	New	+$16.5M	3.17%	15

Other funds holding DUOL

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $18.9B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ThornTree Capital Partners's DUOL Position: Q1 2026 in Review

ThornTree Capital Partners sold out of Duolingo (DUOL) in Q1 2026, closing a stake of 184,867 shares — an estimated $32.4M sold.

ThornTree Capital Partners first reported a position in DUOL in Q3 2021 and held it in 15 quarters. The position peaked at $32.4M in Q4 2025. 370 funds tracked by Wall St. Rank hold DUOL as of Q1 2026.

ThornTree Capital Partners reported no remaining Duolingo position as of Q1 2026 after selling out during the quarter.
ThornTree Capital Partners sold 184,867 Duolingo shares in Q1 2026, an estimated $32.4M.
ThornTree Capital Partners first reported a position in Duolingo in Q3 2021 and held it in 15 quarters.
ThornTree Capital Partners's Duolingo position peaked at $32.4M in Q4 2025.
370 funds tracked by Wall St. Rank held Duolingo as of Q1 2026.

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