Smart Money Radar / Tickers / DUOL

DUOL Consumer Services

CROWD: RED Active holders jumped 252 to 164 recently (-35% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
164
of 369 total, index funds excluded
This quarter
+38
125 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $3.8B held
FundValueNote
Baillie Gifford $481M famous whale
BlackRock, Inc. $393M
VANGUARD CAPITAL MANAGEMENT… $170M
VANGUARD PORTFOLIO MANAGEME… $161M
FIL Ltd $160M
TWO SIGMA INVESTMENTS, LP $138M
BANK OF AMERICA CORP /DE/ $131M
FEDERATED HERMES, INC. $124M
STATE OF MICHIGAN RETIREMEN… $118M
STATE STREET CORP $117M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.