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, Q4 2021
Institutional positions in Youdao, Inc. as of Dec 31, 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
- 36
- −2 vs. Q3 2021
- Shares held
- 24.8M
- +1.25M (+5.3%) vs. Q3 2021
- Total value
- $309.0M
- +$24.8M (+8.7%) vs. Q3 2021
- New holders
- 8
- 14 more added
- Sold out
- 10
- 8 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 14,737,380 | $183.9M | 1.36% | +595,531+4.2% | Added |
| Coronation Fund Managers Ltd. | 2,648,014 | $33.0M | 1.21% | +275,238+11.6% | Added |
| Krane Funds Advisors LLC | 1,745,393 | $21.8M | 0.55% | +119,318+7.3% | Added |
| UBS Asset Management Americas Inc | 1,488,725 | $18.6M | 0.01% | +5,300+0.4% | Added |
| Vanguard Group Inc | 1,181,684 | $14.7M | 0.00% | +22,669+2.0% | Added |
| BlackRock Inc. | 636,229 | $7.94M | 0.00% | +575,849+953.7% | Added |
| Goldman Sachs Group Inc | 594,233 | $7.42M | 0.00% | +164,735+38.4% | Added |
| TB Alternative Assets Ltd. | 541,800 | $6.76M | 2.00% | 00.0% | Unchanged |
| Invesco Ltd. | 474,848 | $5.93M | 0.00% | −2,831−0.6% | Reduced |
| State Street Corp | 212,665 | $2.65M | 0.00% | +154,459+265.4% | Added |
| Credit Suisse AG | 98,845 | $1.23M | 0.00% | −26,164−20.9% | Reduced |
| California Public Employees Retirement System | 70,298 | $877.0K | 0.00% | +1,353+2.0% | Added |
| Nuveen Asset Management, LLC | 38,300 | $478.0K | 0.00% | +38,300 | New |
| Morgan Stanley | 33,463 | $417.0K | 0.00% | −136,333−80.3% | Reduced |
| Canada Pension Plan Investment Board | 30,900 | $386.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,048 | $275.0K | 0.00% | +22,048 | New |
| Davy Global Fund Management Ltd | 21,910 | $273.0K | 0.04% | +617+2.9% | Added |
| Jefferies Group LLC | 20,949 | $261.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,776 | $259.0K | 0.00% | −50,225−70.7% | Reduced |
| Marshall Wace, LLP | 20,758 | $257.0K | 0.00% | −179,587−89.6% | Reduced |
| Geode Capital Management, LLC | 15,189 | $189.0K | 0.00% | +15,189 | New |
| Citigroup Inc | 14,631 | $182.0K | 0.00% | +10,163+227.5% | Added |
| Tower Research Capital LLC (TRC) | 14,402 | $180.0K | 0.00% | +13,859+2,552.3% | Added |
| ExodusPoint Capital Management, LP | 12,987 | $162.0K | 0.00% | +12,987 | New |
| Alpine Global Management, LLC | 12,600 | $157.0K | 0.02% | +12,600 | New |
| Citadel Advisors LLC | 11,349 | $142.0K | 0.00% | +11,349 | New |
| Bank of America Corp | 7,753 | $97.0K | 0.00% | −13,852−64.1% | Reduced |
| Springs Capital (Hong Kong) Ltd | 7,000 | $87.0K | 0.24% | +7,000 | New |
| Deutsche Bank AG | 6,650 | $83.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,898 | $61.0K | 0.00% | +4,898 | New |
| UBS Group AG | 4,132 | $51.0K | 0.00% | +2,862+225.4% | Added |
| Royal Bank of Canada | 3,659 | $46.0K | 0.00% | +317+9.5% | Added |
| Daiwa Securities Group Inc. | 3,100 | $39.0K | 0.00% | −1,450−31.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 65 | $0 | 0.00% | −669−91.1% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −256,833−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,832−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −16,625−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,544−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |