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, Q1 2022
Institutional positions in Youdao, Inc. as of Mar 31, 2022. 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
- 35
- 0 vs. Q4 2021
- Shares held
- 23.3M
- −1.48M (−6.0%) vs. Q4 2021
- Total value
- $165.3M
- −$143.7M (−46.5%) vs. Q4 2021
- New holders
- 12
- 6 more added
- Sold out
- 12
- 13 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 14,458,501 | $102.7M | 0.75% | −278,879−1.9% | Reduced |
| Coronation Fund Managers Ltd. | 2,784,645 | $19.8M | 0.77% | +136,631+5.2% | Added |
| Krane Funds Advisors LLC | 1,914,991 | $13.6M | 0.56% | +169,598+9.7% | Added |
| Vanguard Group Inc | 1,181,684 | $8.39M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 707,704 | $5.02M | 0.00% | +71,475+11.2% | Added |
| TB Alternative Assets Ltd. | 508,145 | $3.61M | 1.24% | −33,655−6.2% | Reduced |
| Invesco Ltd. | 394,691 | $2.80M | 0.00% | −80,157−16.9% | Reduced |
| Goldman Sachs Group Inc | 312,374 | $2.22M | 0.00% | −281,859−47.4% | Reduced |
| UBS Asset Management Americas Inc | 261,224 | $1.85M | 0.00% | −1,227,501−82.5% | Reduced |
| State Street Corp | 219,217 | $1.56M | 0.00% | +6,552+3.1% | Added |
| Norges Bank | 96,600 | $685.9K | 0.00% | +96,600 | New |
| California Public Employees Retirement System | 66,013 | $469.0K | 0.00% | −4,285−6.1% | Reduced |
| Credit Suisse AG | 44,959 | $320.0K | 0.00% | −53,886−54.5% | Reduced |
| Bank of America Corp | 43,455 | $309.0K | 0.00% | +35,702+460.5% | Added |
| D. E. Shaw & Co., Inc. | 42,977 | $305.0K | 0.00% | +20,929+94.9% | Added |
| Nuveen Asset Management, LLC | 35,500 | $252.0K | 0.00% | −2,800−7.3% | Reduced |
| Millennium Management LLC | 34,194 | $243.0K | 0.00% | +34,194 | New |
| Gsa Capital Partners LLP | 24,952 | $177.0K | 0.02% | +24,952 | New |
| Engineers Gate Manager LP | 17,463 | $124.0K | 0.00% | +17,463 | New |
| Morgan Stanley | 17,218 | $123.0K | 0.00% | −16,245−48.5% | Reduced |
| Old Mission Capital LLC | 16,465 | $117.0K | 0.00% | +16,465 | New |
| Envestnet Asset Management Inc | 15,146 | $108.0K | 0.00% | +15,146 | New |
| Geode Capital Management, LLC | 15,189 | $107.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,287 | $87.0K | 0.00% | +12,287 | New |
| Boothbay Fund Management, LLC | 11,985 | $85.0K | 0.00% | +11,985 | New |
| Susquehanna International Group, LLP | 11,199 | $80.0K | 0.00% | +11,199 | New |
| Fox Run Management, L.L.C. | 11,203 | $80.0K | 0.04% | +11,203 | New |
| Legal & General Group Plc | 4,898 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,316 | $31.0K | 0.00% | −10,086−70.0% | Reduced |
| Citigroup Inc | 2,270 | $16.0K | 0.00% | −12,361−84.5% | Reduced |
| Royal Bank of Canada | 2,000 | $14.0K | 0.00% | −1,659−45.3% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,220 | $9.00K | 0.00% | −2,912−70.5% | Reduced |
| Simplex Trading, LLC | 1,310 | $9.00K | 0.00% | +1,310 | New |
| Exane Derivatives | 13 | $92 | 0.00% | +13 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −21,910−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −20,949−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −20,776−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,758−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,987−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,349−100.0% | Sold out |
| Springs Capital (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |