Vanguard's stake is below 5% and passive; no activist intent is signaled. Monitor for any future 13D conversion or further reductions, but this filing alone is routine.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a 4.78% passive stake in Duolingo as of September 30, 2026, down from 11.3% reported by Baillie Gifford in a prior filing. The filing confirms Vanguard's passive investment intent with no activist purpose.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed an amended Schedule 13G for Duolingo, Inc.
- Stake as of September 30, 2026: 1,934,392 shares of common stock (4.78% of shares outstanding).
- The filing is a routine passive stake update under Rule 13d-1(b).
- Vanguard certifies the securities were acquired and held in the ordinary course of business, not with the purpose of changing or influencing control.
Financial Impact
Vanguard holds 4.78% of Duolingo, valued at approximately $301M based on a $6.3B market cap.
Risk Factors
- No material risks identified from this filing; it is a standard passive ownership disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001570 |
| Document: 0002100119-26-001570-index.html | 0002100119-26-001570 |
| Document: 0002100119-26-001570.txt | 0002100119-26-001570 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $131.88 | awaiting T+20 | awaiting T+20 | $131.59 (−0.22%) |
Oct 27, 2026 5d ago | Institutional Cluster | $135.21 | awaiting T+20 | awaiting T+20 | $131.59 (−2.68%) |
Oct 20, 2026 12d ago | SC 13G/A | $139.58 | awaiting T+20 | awaiting T+20 | $131.59 (−5.72%) |
Oct 7, 2026 25d ago | 144 | $151.22 | awaiting T+20 | awaiting T+20 | $131.59 (−12.98%) |
Sep 23, 2026 5w ago | Insider Cluster | $147.75 $141.39 | ▲ +4.30% | ▲ +3.88% | $131.59 (+10.94%) |
Sep 18, 2026 6w ago | Insider Cluster | $149.42 $142.11 | ▲ +4.89% | ▲ +3.98% | $131.59 (+11.93%) |
Sep 15, 2026 6w ago | Insider Cluster | $148.17 $139.73 | ▼ −5.70% | ▼ −7.76% | $131.59 (−11.19%) |
Aug 19, 2026 10w ago | Insider Cluster | $147.03 $141.90 | ▼ −3.49% | ▼ −3.62% | $131.59 (−10.50%) |
Aug 18, 2026 10w ago | 8-K | $146.03 $147.10 | ▲ +0.73% | ▲ +2.68% | $131.59 (−9.89%) |
Aug 13, 2026 11w ago | Press Release | $144.10 $143.68 | ▼ −0.29% | ▲ +1.46% | $131.59 (−8.68%) |
US Market Status
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