Duolingo
DUOL
103 hedge funds and large institutions have $1.63B invested in Duolingo in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 23 closing their positions.
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
139% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 23
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
45% more funds holding
Funds holding: 71 → 103 (+32)
8.39% more ownership
Funds ownership: 89.16% → 97.55% (+8.4%)
0% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $16.7M
14% less capital invested
Capital invested by funds: $1.9B → $1.63B (-$265M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$170M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$110M |
| 3 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
+$76.7M |
| 4 |
Morgan Stanley
New York
|
+$57.3M |
| 5 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$97.2M |
| 2 |
AI
Alphabet Inc
Mountain View,
California
|
-$78.2M |
| 3 |
GA
General Atlantic
New York
|
-$29.1M |
| 4 |
JP Morgan Chase
New York
|
-$21.8M |
| 5 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
-$20.8M |
DUOL Hedge Fund Activity: Q4 2021 in Review
103 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Duolingo (DUOL) for Q4 2021, worth a combined $1.63B — down 14% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DUOL positions and 23 closed out — a net gain of 32 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was Durable Capital Partners, adding an estimated $170M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $97.2M sold.
- 103 institutional investors held Duolingo (DUOL) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $1.63B of Duolingo stock for Q4 2021, down 14% quarter-over-quarter.
- 55 funds opened new Duolingo positions in Q4 2021 and 23 closed out, a net change of +32 holders.
- The largest Duolingo buyer in Q4 2021 was Durable Capital Partners, an estimated $170M added.
- The largest Duolingo seller in Q4 2021 was Whale Rock Capital Management, an estimated $97.2M sold.
Based on aggregated 13F filings for Q4 2021.