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, Q3 2021
Institutional positions in Youdao, Inc. as of Sep 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
- 39
- −3 vs. Q2 2021
- Shares held
- 23.5M
- −726.7K (−3.0%) vs. Q2 2021
- Total value
- $284.4M
- −$276.7M (−49.3%) vs. Q2 2021
- New holders
- 8
- 15 more added
- Sold out
- 11
- 11 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 | $63.6M |
| Q4 2023 | 35 | $66.9M |
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 14,141,849 | $171.0M | 1.17% | +1,135,639+8.7% | Added |
| Coronation Fund Managers Ltd. | 2,372,776 | $28.7M | 1.08% | −347,583−12.8% | Reduced |
| Krane Funds Advisors LLC | 1,626,075 | $19.7M | 0.41% | +799,979+96.8% | Added |
| UBS Asset Management Americas Inc | 1,483,425 | $17.9M | 0.01% | −76,600−4.9% | Reduced |
| Vanguard Group Inc | 1,159,015 | $14.0M | 0.00% | +453,777+64.3% | Added |
| TB Alternative Assets Ltd. | 541,800 | $6.55M | 1.52% | +345,000+175.3% | Added |
| Invesco Ltd. | 477,679 | $5.78M | 0.00% | −772,119−61.8% | Reduced |
| Goldman Sachs Group Inc | 429,498 | $5.19M | 0.00% | +161,019+60.0% | Added |
| Millennium Management LLC | 256,833 | $3.10M | 0.00% | +201,849+367.1% | Added |
| Marshall Wace, LLP | 200,345 | $2.42M | 0.01% | +141,499+240.5% | Added |
| Morgan Stanley | 169,796 | $2.05M | 0.00% | +65,723+63.2% | Added |
| Credit Suisse AG | 125,009 | $1.51M | 0.00% | −914,997−88.0% | Reduced |
| JPMorgan Chase & Co | 71,001 | $858.0K | 0.00% | −67,782−48.8% | Reduced |
| California Public Employees Retirement System | 68,945 | $834.0K | 0.00% | +17,924+35.1% | Added |
| BlackRock Inc. | 60,380 | $730.0K | 0.00% | +29,235+93.9% | Added |
| State Street Corp | 58,206 | $704.0K | 0.00% | +37,086+175.6% | Added |
| Susquehanna International Group, LLP | 49,832 | $602.0K | 0.00% | +49,832 | New |
| Canada Pension Plan Investment Board | 30,900 | $374.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30,500 | $368.0K | 0.02% | −26,181−46.2% | Reduced |
| Bank of America Corp | 21,605 | $262.0K | 0.00% | +4,559+26.7% | Added |
| Davy Global Fund Management Ltd | 21,293 | $257.0K | 0.04% | +21,293 | New |
| Jefferies Group LLC | 20,949 | $253.3K | 0.01% | −59,729−74.0% | Reduced |
| Penserra Capital Management LLC | 16,625 | $200.0K | 0.00% | −2,990−15.2% | Reduced |
| Paloma Partners Management Co | 15,600 | $189.0K | 0.01% | +15,600 | New |
| Jane Street Group, LLC | 15,544 | $188.0K | 0.00% | +15,544 | New |
| Cubist Systematic Strategies, LLC | 11,600 | $140.0K | 0.00% | −14,911−56.2% | Reduced |
| Marshall Wace North America L.P. | 11,339 | $137.0K | 0.00% | +11,339 | New |
| Renaissance Technologies LLC | 10,100 | $122.0K | 0.00% | +10,100 | New |
| Deutsche Bank AG | 6,650 | $80.0K | 0.00% | −103,246−93.9% | Reduced |
| Daiwa Securities Group Inc. | 4,550 | $55.0K | 0.00% | +4,550 | New |
| Citigroup Inc | 4,468 | $54.0K | 0.00% | +814+22.3% | Added |
| Royal Bank of Canada | 3,342 | $40.0K | 0.00% | +1,342+67.1% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,270 | $15.0K | 0.00% | +1,256+8,971.4% | Added |
| Cutler Group LP | 734 | $8.00K | 0.00% | −241−24.7% | Reduced |
| Tower Research Capital LLC (TRC) | 543 | $7.00K | 0.00% | +543 | New |
| Point72 Hong Kong Ltd | 269 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 13 | $157 | 0.00% | 00.0% | Unchanged |
| Sylebra Capital Ltd | 0 | $0 | 0.00% | −1,243,152−100.0% | Sold out |
| Tree Line Advisors (Hong Kong) Ltd. | 0 | $0 | 0.00% | −464,000−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −106,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,706−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,288−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −9,095−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Elephas Investment Management Ltd | – | – | – | – | Not filed |