Position
ValueAct in Duolingo, Inc.
Back to the book · All holders of DUOL
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $7.76M$98.57 → $115.02
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 876.6K | $153.9M | — | — | — | 2.0% |
| Q1 2026 | 471.8K | $46.5M | $98.57 | −$36.3M | −$71.1M | 0.6% |
| Q2 2026 | 471.8K | $54.3M | $115.02 | $7.76M | $0 | 0.4% |