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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 2021

Institutional positions in Youdao, Inc. as of Jun 30, 2021. 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
43
−10 vs. Q1 2021
Shares held
24.4M
+2.17M (+9.7%) vs. Q1 2021
Total value
$564.9M
+$34.9M (+6.6%) vs. Q1 2021
New holders
9
16 more added
Sold out
19
7 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 43 institutions
Q1 2021: 53 institutionsQ2 2021: 43 institutionsQ3 2021: 39 institutionsQ4 2021: 36 institutionsQ1 2022: 35 institutionsQ2 2022: 41 institutionsQ3 2022: 27 institutionsQ4 2022: 40 institutionsQ1 2023: 44 institutionsQ2 2023: 42 institutionsQ3 2023: 34 institutionsQ4 2023: 35 institutionsQ1 2024: 33 institutionsQ2 2024: 35 institutionsQ3 2024: 29 institutionsQ4 2024: 30 institutionsQ1 2025: 30 institutionsQ2 2025: 30 institutionsQ3 2025: 34 institutionsQ4 2025: 31 institutionsQ1 2026: 33 institutionsQ2 2026: 32 institutions
Value heldQ2 2021: $564.9M
Q1 2021: $530.0MQ2 2021: $564.9MQ3 2021: $284.4MQ4 2021: $309.0MQ1 2022: $165.3MQ2 2022: $117.0MQ3 2022: $91.6MQ4 2022: $116.4MQ1 2023: $178.1MQ2 2023: $94.8MQ3 2023: $73.0MQ4 2023: $66.9MQ1 2024: $63.6MQ2 2024: $58.1MQ3 2024: $59.5MQ4 2024: $103.6MQ1 2025: $102.9MQ2 2025: $108.2MQ3 2025: $123.8MQ4 2025: $120.4MQ1 2026: $114.9MQ2 2026: $139.8M
Institutions holding DAO and their total value by quarter
QuarterHoldersValue
Q2 202632$139.8M
Q1 202633$114.9M
Q4 202531$120.4M
Q3 202534$123.8M
Q2 202530$108.2M
Q1 202530$102.9M
Q4 202430$103.6M
Q3 202429$59.5M
Q2 202435$58.1M
Q1 202433$63.6M
Q4 202335$66.9M
Q3 202334$73.0M
Q2 202342$94.8M
Q1 202344$178.1M
Q4 202240$116.4M
Q3 202227$91.6M
Q2 202241$117.0M
Q1 202235$165.3M
Q4 202136$309.0M
Q3 202139$284.4M
Q2 202143$564.9M
Q1 202153$530.0M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2021.

Institutions holding DAO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd13,006,210$300.3M1.90%+924,646+7.7%Added
Coronation Fund Managers Ltd.2,720,359$62.8M1.96%+230,803+9.3%Added
UBS Asset Management Americas Inc1,560,025$36.0M0.02%00.0%Unchanged
Invesco Ltd.1,249,798$28.9M0.01%+351,305+39.1%Added
Sylebra Capital Ltd1,243,152$28.7M0.71%−69,251−5.3%Reduced
Credit Suisse AG1,040,006$25.1M0.02%−161,874−13.5%Reduced
Krane Funds Advisors LLC826,096$19.1M0.57%+826,096New
Vanguard Group Inc705,238$16.3M0.00%+289,501+69.6%Added
Tree Line Advisors (Hong Kong) Ltd.464,000$10.7M1.75%00.0%Unchanged
Goldman Sachs Group Inc268,479$6.20M0.00%+157,727+142.4%Added
TB Alternative Assets Ltd.196,800$4.54M0.91%00.0%Unchanged
Elephas Investment Management Ltd168,555$3.89M1.06%+168,555New
JPMorgan Chase & Co138,783$3.21M0.00%+19,558+16.4%Added
Deutsche Bank AG109,896$2.54M0.00%+6,524+6.3%Added
Deltec Asset Management LLC106,100$2.45M0.34%−21,400−16.8%Reduced
Morgan Stanley104,073$2.40M0.00%+98,462+1,754.8%Added
Jefferies Group LLC80,678$1.86M0.03%00.0%Unchanged
Marshall Wace, LLP58,846$1.36M0.01%+58,846New
Baker Avenue Asset Management, LP56,681$1.31M0.08%+56,681New
Millennium Management LLC54,984$1.27M0.00%+4,460+8.8%Added
California Public Employees Retirement System51,021$1.18M0.00%+18,222+55.6%Added
BlackRock Inc.31,145$719.0K0.00%+20,161+183.5%Added
Canada Pension Plan Investment Board30,900$713.0K0.00%+21,000+212.1%Added
Cubist Systematic Strategies, LLC26,511$612.0K0.01%−57,181−68.3%Reduced
State Street Corp21,120$488.0K0.00%+11,740+125.2%Added
Penserra Capital Management LLC19,615$452.0K0.01%+19,615New
Bank of America Corp17,046$394.0K0.00%+16,975+23,908.5%Added
Squarepoint Ops LLC11,706$270.0K0.00%−6,627−36.1%Reduced
Nomura Holdings Inc10,000$242.0K0.00%+10,000New
Citadel Advisors LLC10,288$238.0K0.00%−50,574−83.1%Reduced
Mirae Asset Global Investments Co., Ltd.10,101$233.0K0.00%+10,101New
Leonteq Securities AG9,095$210.0K0.02%+151+1.7%Added
Citigroup Inc3,654$84.0K0.00%+920+33.7%Added
Royal Bank of Canada2,000$46.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA2,000$46.0K0.00%00.0%Unchanged
US Bancorp1,229$28.0K0.00%00.0%Unchanged
Cutler Group LP975$22.0K0.00%+975New
Point72 Hong Kong Ltd269$6.00K0.00%00.0%Unchanged
Wells Fargo & Company68$2.00K0.00%00.0%Unchanged
Advisory Services Network, LLC100$2.00K0.00%+100New
Harbour Investments, Inc.50$1.00K0.00%00.0%Unchanged
Exane Derivatives13$2840.00%00.0%Unchanged
UBS Group AG14$00.00%−48,092−100.0%Reduced
Waverton Investment Management Ltd0$00.00%−154,618−100.0%Sold out
Alliancebernstein L.P.0$00.00%−151,678−100.0%Sold out
Norges Bank0$00.00%−96,600−100.0%Sold out
Renaissance Technologies LLC0$00.00%−69,248−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−62,962−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−59,634−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−29,406−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−21,162−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−15,300−100.0%Sold out
Virtu Financial LLC0$00.00%−15,131−100.0%Sold out
LMR Partners LLP0$00.00%−12,810−100.0%Sold out
Trexquant Investment LP0$00.00%−12,674−100.0%Sold out
Paloma Partners Management Co0$00.00%−12,422−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,351−100.0%Sold out
Simplex Trading, LLC0$00.00%−8,234−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,997−100.0%Sold out
Maven Securities LTD0$00.00%−2,222−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−1,990−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out