Monitor for any future 13D conversion if Baillie Gifford's stake approaches or exceeds 15%, which could signal a shift from passive to activist posture. For now, the filing is a routine passive stake update.
Price Chart
Executive Summary
Baillie Gifford & Co filed an amended Schedule 13G disclosing a 11.3% passive stake in Duolingo as of September 30, 2026, up from a prior filing. The filing confirms continued passive investment without activist intent.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co reported beneficial ownership of 4,554,894 shares of Duolingo Class A Common Stock as of September 30, 2026.
- The stake represents 11.3% of the outstanding Class A Common Stock.
- The filing is an amendment to a prior Schedule 13G, indicating an increase from a previously reported position.
- Baillie Gifford certifies the shares were acquired and are held in the ordinary course of business, not for changing or influencing control.
Financial Impact
Baillie Gifford increased its Duolingo stake to 4,554,894 shares (11.3% of Class A common). No transaction prices disclosed.
Risk Factors
- A future conversion to Schedule 13D could signal activist intent and lead to governance changes.
- A reduction in stake below 5% in a future filing would be a bearish signal.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000066 |
| Document: 0001088875-26-000066-index.html | 0001088875-26-000066 |
| Document: 0001088875-26-000066.txt | 0001088875-26-000066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | SC 13G/A | $139.58 | awaiting T+20 | — | $143.04 (+2.48%) |
Oct 7, 2026 19d ago | 144 | $151.22 | awaiting T+20 | — | $143.04 (−5.41%) |
Sep 23, 2026 4w ago | Insider Cluster | $147.75 $141.39 | ▲ +4.30% | ▲ +3.88% | $143.04 (+3.19%) |
Sep 18, 2026 5w ago | Insider Cluster | $149.42 $142.11 | ▲ +4.89% | ▲ +3.98% | $143.04 (+4.27%) |
Sep 15, 2026 5w ago | Insider Cluster | $148.17 $139.73 | ▼ −5.70% | ▼ −7.76% | $143.04 (−3.46%) |
Aug 19, 2026 9w ago | Insider Cluster | $147.03 $141.90 | ▼ −3.49% | ▼ −3.62% | $143.04 (−2.71%) |
Aug 18, 2026 9w ago | 8-K | $146.03 $147.10 | ▲ +0.73% | ▲ +2.68% | $143.04 (−2.05%) |
Aug 13, 2026 10w ago | Press Release | $144.10 $143.68 | ▼ −0.29% | ▲ +1.46% | $143.04 (−0.74%) |
Aug 12, 2026 10w ago | 3 | $144.10 $143.68 | ▼ −0.29% | ▲ +1.46% | $143.04 (−0.74%) |
Aug 10, 2026 11w ago | 8-K | $137.19 $146.39 | ▲ +6.71% | ▲ +7.62% | $143.04 (+4.26%) |
US Market Status
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