NASDAQ · Technology

DUOLINGO INC DUOL

Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers 250 language courses, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers 250 language courses, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app.
  • It also provides a digital English language proficiency assessment exam. The company was incorporated in 2011 and is headquartered in Pittsburgh, Pennsylvania.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 12.49 FCF 8.19% Buyback -2.2%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.5% $480.6M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 0.6% $46.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 4 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $236.4M Estimated from net added shares
Reduction amount $1.4B Estimated from net reduced shares
Net share change / base shares -16.6% -1,062,030 / 6,409,604
Whale Rock Capital Management Alex Sacerdote 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -46.1% 13F value change -$81.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 77.6% 13F value change +$79.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.0% 13F value change -$125.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -46.2% 13F value change -$107.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 907,049 Last 4 periods -435,285 (-48.0%) Total shares 471,764 Value $46.5M
Dragoneer Investment Group Marc Stad 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -70.3% 13F value change -$237.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 324.4% 13F value change +$356.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -26.6% 13F value change -$305.2M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$203.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,255,861 Last 4 periods -1,255,861 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -36.6% 13F value change -$86.0M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -18.5% 13F value change -$158.5M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -86.4% 13F value change -$260.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$20.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,694,283 Last 4 periods -1,694,283 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -11.3% 13F value change +$132.1M
13F 2025-09-30 Filed 2025-10-31
Major increase Shares 28.6% 13F value change +$8.5M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 71.9% 13F value change -$56.9M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.3% 13F value change -$372.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,477,752 Last 4 periods +2,398,058 (+96.8%) Total shares 4,875,810 Value $480.6M
Baron Capital Ron Baron 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 226.4% 13F value change +$47.8M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$78.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 74,659 Last 4 periods -74,659 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$21.8M
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$21.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.