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
- 23
- Reported value
- $4.9bn
- Buyers
- 17
- Sellers
- 9
Breadth +8 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $174bn
- Buyers
- 29
- Sellers
- 31
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Whale Rock Capital Management LLC
Only DUOL (3)
Dragoneer Investment Group LLC, Durable Capital Partners LP, Freestone Grove Partners LP
Only GOOGL (41)
Altimeter Capital Management LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital 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.