Youdao, Inc.
DAO- Exchange
- NYSE
- Industry
- Services-Educational Services
- SEC CIK
- 0001781753
In the last 90 days, Youdao, Inc. insiders filed 0 open-market purchases and 5 sales; 32 institutions reported holding it in 13F filings for Q2 2026, worth $139.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Youdao, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- 0 vs. Q1 2026
- Shares held
- 11.4M
- −318.6K (−2.7%) vs. Q1 2026
- Total value
- $139.8M
- +$24.9M (+21.7%) vs. Q1 2026
- New holders
- 4
- 7 more added
- Sold out
- 4
- 11 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DAO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $139.8M |
| Q1 2026 | 33 | $114.9M |
| Q4 2025 | 31 | $120.4M |
| Q3 2025 | 34 | $123.8M |
| Q2 2025 | 30 | $108.2M |
| Q1 2025 | 30 | $102.9M |
| Q4 2024 | 30 | $103.6M |
| Q3 2024 | 29 | $59.5M |
| Q2 2024 | 35 | $58.1M |
| Q1 2024 | 33 | $64.1M |
| Q4 2023 | 35 | $67.1M |
| Q3 2023 | 34 | $73.0M |
| Q2 2023 | 42 | $94.8M |
| Q1 2023 | 44 | $178.1M |
| Q4 2022 | 40 | $116.4M |
| Q3 2022 | 27 | $91.6M |
| Q2 2022 | 41 | $117.0M |
| Q1 2022 | 35 | $165.3M |
| Q4 2021 | 36 | $309.0M |
| Q3 2021 | 39 | $284.4M |
| Q2 2021 | 43 | $564.9M |
| Q1 2021 | 53 | $530.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 6,563,497 | $80.7M | 0.28% | −175,227−2.6% | Reduced |
| NetEase, Inc. | 2,898,293 | $35.6M | 4.66% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 840,158 | $10.3M | 0.00% | +7,728+0.9% | Added |
| Acadian Asset Management LLC | 227,454 | $2.79M | 0.00% | −68,170−23.1% | Reduced |
| Vanguard Fiduciary Trust Co | 211,666 | $2.60M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 211,199 | $2.60M | 0.00% | −14,809−6.6% | Reduced |
| UBS Group AG | 65,644 | $807.4K | 0.00% | +10,710+19.5% | Added |
| Gsa Capital Partners LLP | 62,966 | $774.0K | 0.05% | −5,976−8.7% | Reduced |
| Citadel Advisors LLC | 59,247 | $728.7K | 0.00% | +8,608+17.0% | Added |
| Renaissance Technologies LLC | 58,600 | $720.8K | 0.00% | −4,900−7.7% | Reduced |
| Qube Research & Technologies Ltd | 46,477 | $571.7K | 0.00% | −14,035−23.2% | Reduced |
| California Public Employees Retirement System | 36,047 | $443.4K | 0.00% | −940−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 28,104 | $345.7K | 0.00% | −237−0.8% | Reduced |
| Invesco Ltd. | 23,744 | $292.1K | 0.00% | −3,301−12.2% | Reduced |
| Savant Capital, LLC | 13,572 | $150.4K | 0.00% | +13,572 | New |
| Morgan Stanley | 6,883 | $84.7K | 0.00% | −15,291−69.0% | Reduced |
| Vanguard Asset Management, Ltd | 3,843 | $47.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,957 | $36.4K | 0.00% | +2,089+240.7% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,219 | $15.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 986 | $12.1K | 0.00% | −2,176−68.8% | Reduced |
| Rockefeller Capital Management L.P. | 809 | $9.95K | 0.00% | +809 | New |
| Smartleaf Asset Management LLC | 509 | $6.07K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 230 | $3.00K | 0.00% | +30+15.0% | Added |
| Quarry LP | 215 | $2.65K | 0.00% | +215 | New |
| Nisa Investment Advisors, LLC | 73 | $898 | 0.00% | +1+1.4% | Added |
| CoreCap Advisors, LLC | 61 | $750 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $615 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 43 | $529 | 0.00% | +24+126.3% | Added |
| Stone House Investment Management, LLC | 42 | $517 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10 | $123 | 0.00% | +10 | New |
| Ameritas Advisory Services, LLC | 7 | $86 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −46,335−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |