Holders over time
- DUOL
- MSFT
| Quarter | DUOL | MSFT |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $218bn |
| Q4 2020 | none listed holders, n.a. | 66 holders, $228bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $241bn |
| Q2 2021 | none listed holders, n.a. | 62 holders, $273bn |
| Q3 2021 | 9 holders, $509m | 64 holders, $283bn |
| Q4 2021 | 5 holders, $465m | 65 holders, $336bn |
| Q1 2022 | 5 holders, $517m | 63 holders, $297bn |
| Q2 2022 | 6 holders, $585m | 67 holders, $245bn |
| Q3 2022 | 6 holders, $673m | 68 holders, $216bn |
| Q4 2022 | 3 holders, $531m | 62 holders, $217bn |
| Q1 2023 | 15 holders, $1.6bn | 65 holders, $254bn |
| Q2 2023 | 16 holders, $1.9bn | 69 holders, $304bn |
| Q3 2023 | 15 holders, $2.1bn | 71 holders, $281bn |
| Q4 2023 | 16 holders, $2.7bn | 66 holders, $333bn |
| Q1 2024 | 18 holders, $2.7bn | 68 holders, $361bn |
| Q2 2024 | 15 holders, $2.7bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $4.3bn | 69 holders, $356bn |
| Q4 2024 | 20 holders, $4.9bn | 70 holders, $338bn |
| Q1 2025 | 24 holders, $4.9bn | 67 holders, $294bn |
| Q2 2025 | 28 holders, $6.3bn | 65 holders, $401bn |
| Q3 2025 | 23 holders, $4.9bn | 70 holders, $427bn |
| Q4 2025 | 10 holders, $1.9bn | 68 holders, $411bn |
| Q1 2026 | 11 holders, $785m | 64 holders, $312bn |
| Q2 2026 | 8 holders, $1.1bn | 60 holders, $291bn |
Duolingo Inc
- Holders
- 15
- Reported value
- $2.7bn
- Buyers
- 5
- Sellers
- 12
Breadth -7 among 94 comparable managers.
Microsoft Corp
- Holders
- 67
- Reported value
- $374bn
- Buyers
- 27
- Sellers
- 38
Breadth -11 among 94 comparable managers.
Who holds both, Q2 2024
Both (13)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Fidelity (FMR LLC), Marshall Wace LLP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only DUOL (2)
Only MSFT (54)
Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 29 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.