Holders over time
- DUOL
- GOOGL
| Quarter | DUOL | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | none listed holders, n.a. | 59 holders, $113bn |
| Q3 2021 | 9 holders, $509m | 59 holders, $123bn |
| Q4 2021 | 5 holders, $465m | 56 holders, $130bn |
| Q1 2022 | 5 holders, $517m | 56 holders, $117bn |
| Q2 2022 | 6 holders, $585m | 49 holders, $88.7bn |
| Q3 2022 | 6 holders, $673m | 53 holders, $76.8bn |
| Q4 2022 | 3 holders, $531m | 55 holders, $122bn |
| Q1 2023 | 15 holders, $1.6bn | 54 holders, $79.8bn |
| Q2 2023 | 16 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 15 holders, $2.1bn | 59 holders, $103bn |
| Q4 2023 | 16 holders, $2.7bn | 57 holders, $105bn |
| Q1 2024 | 18 holders, $2.7bn | 58 holders, $112bn |
| Q2 2024 | 15 holders, $2.7bn | 56 holders, $132bn |
| Q3 2024 | 17 holders, $4.3bn | 58 holders, $119bn |
| Q4 2024 | 20 holders, $4.9bn | 58 holders, $141bn |
| Q1 2025 | 24 holders, $4.9bn | 61 holders, $106bn |
| Q2 2025 | 28 holders, $6.3bn | 57 holders, $117bn |
| Q3 2025 | 23 holders, $4.9bn | 61 holders, $174bn |
| Q4 2025 | 10 holders, $1.9bn | 62 holders, $236bn |
| Q1 2026 | 11 holders, $785m | 65 holders, $233bn |
| Q2 2026 | 8 holders, $1.1bn | 64 holders, $309bn |
Duolingo Inc
- Holders
- 24
- Reported value
- $4.9bn
- Buyers
- 16
- Sellers
- 9
Breadth +7 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $106bn
- Buyers
- 35
- Sellers
- 30
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only DUOL (4)
Dragoneer Investment Group LLC, Durable Capital Partners LP, Freestone Grove Partners LP, PDT Partners LLC
Only GOOGL (41)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, and 16 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.