Oak Thistle LLC DUOL — DUOLINGO INC

Ownership history in Oak Thistle LLC  ·  5 quarters on record

AI Ownership Summary

Oak Thistle LLC reported DUOLINGO INC (DUOL) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows DUOL at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oak Thistle LLC's position in DUOLINGO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DUOL was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUOL stock page Oak Thistle LLC fund profile Oak Thistle LLC full holdings
How Oak Thistle LLC held DUOL — position size vs. price
% of Fund (quarterly)    DUOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,291 +8,404 +85.0% 0.20% $2.1M 2026-07-21 $124.71
2025 Q4 ADDED — — — 9,887 +5,441 +122.4% 0.24% $1.7M 2026-01-21 $146.81
2025 Q3 ADDED — — — 4,446 +854 +23.8% 0.22% $1.4M 2025-10-07 $319.98
2025 Q2 ADDED — — — 3,592 +2,835 +374.5% 0.22% $1.5M 2025-08-08 $370.34
2024 Q4 INITIATED — — — 757 — — 0.07% $245K 2025-01-14 $312.52

🏢 Other funds also holding DUOL

As of 2026 Q2 — sorted by position size

Leibman Financial Services, Inc. 1.85% SYCOMORE ASSET MANAGEMENT 3Y 7Y 0.32% SLT Holdings LLC 0.2% Generali Investments, Management Co LLC 0.12% SeaCrest Wealth Management, LLC 3Y 7Y 0.1% INVESTMENT HOUSE LLC 3Y 7Y 0.09% GC Wealth Management RIA, LLC 0.08% SteelPeak Wealth, LLC 3Y 0.06% REINHART PARTNERS, LLC. 3Y 7Y 0.05% Legacy Wealth Asset Management, LLC 3Y 0.05%

FAQ About Oak Thistle LLC and DUOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oak Thistle LLC reported owning DUOL?

Oak Thistle LLC reported DUOL across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DUOL position in Oak Thistle LLC's portfolio?

The largest reported portfolio weight for DUOL was 0.24% in 2025 Q4.

What is the latest reported DUOL position on this page?

The most recent filing on this page is 2026 Q2, when Oak Thistle LLC reported 18,291 shares, equal to 0.20% of portfolio, with an estimated market value of $2.1M.

What does the chart on this DUOL ownership page compare?

The chart compares Oak Thistle LLC's quarterly DUOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Oak Thistle LLC time their DUOL position?

Based on 13F filing dates vs. subsequent DUOL price moves, Oak Thistle LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DUOL relative to SPY over the holding period was -54.2%.

← Back to Oak Thistle LLC Holdings