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 2022
Institutional positions in Youdao, Inc. as of Dec 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
- 40
- +13 vs. Q3 2022
- Shares held
- 21.6M
- −1.68M (−7.2%) vs. Q3 2022
- Total value
- $116.4M
- +$24.8M (+27.0%) vs. Q3 2022
- New holders
- 14
- 7 more added
- Sold out
- 1
- 10 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 14,807,838 | $79.7M | 0.63% | −378,679−2.5% | Reduced |
| NetEase, Inc. | 2,898,293 | $15.6M | 29.65% | +331,170+12.9% | Added |
| Vanguard Group Inc | 1,211,974 | $6.52M | 0.00% | +2290.0% | Added |
| BlackRock Inc. | 664,004 | $3.57M | 0.00% | −58,752−8.1% | Reduced |
| TB Alternative Assets Ltd. | 489,059 | $2.63M | 0.95% | 00.0% | Unchanged |
| State Street Corp | 348,238 | $1.87M | 0.00% | −3,601−1.0% | Reduced |
| Renaissance Technologies LLC | 205,450 | $1.10M | 0.00% | +175,750+591.8% | Added |
| Coronation Fund Managers Ltd. | 167,143 | $899.2K | 0.02% | −2,207,480−93.0% | Reduced |
| Norges Bank | 96,600 | $519.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 94,415 | $508.0K | 0.00% | +94,415 | New |
| Gsa Capital Partners LLP | 87,029 | $468.0K | 0.06% | +87,029 | New |
| Citadel Advisors LLC | 76,452 | $411.3K | 0.00% | +61,486+410.8% | Added |
| California Public Employees Retirement System | 76,029 | $409.0K | 0.00% | −1,887−2.4% | Reduced |
| Jane Street Group, LLC | 66,544 | $358.0K | 0.00% | +14,570+28.0% | Added |
| Goldman Sachs Group Inc | 43,871 | $236.0K | 0.00% | +43,871 | New |
| Two Sigma Investments, LP | 43,025 | $231.5K | 0.00% | +43,025 | New |
| Marshall Wace, LLP | 42,764 | $230.1K | 0.00% | +42,764 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 34,241 | $184.2K | 0.00% | +34,241 | New |
| Morgan Stanley | 26,554 | $142.9K | 0.00% | −17,762−40.1% | Reduced |
| Cubist Systematic Strategies, LLC | 24,395 | $131.2K | 0.00% | +24,395 | New |
| Susquehanna International Group, LLP | 23,757 | $127.8K | 0.00% | +23,757 | New |
| Nuveen Asset Management, LLC | 22,600 | $122.0K | 0.00% | −22,400−49.8% | Reduced |
| Simplex Trading, LLC | 14,940 | $80.0K | 0.00% | +13,773+1,180.2% | Added |
| Belvedere Trading LLC | 13,103 | $70.5K | 0.04% | +13,103 | New |
| Envestnet Asset Management Inc | 12,084 | $65.0K | 0.00% | +12,084 | New |
| Northern Trust Corp | 11,926 | $64.2K | 0.00% | −203−1.7% | Reduced |
| Virtu Financial LLC | 10,557 | $57.0K | 0.01% | −8,330−44.1% | Reduced |
| Credit Suisse AG | 5,879 | $31.6K | 0.00% | +24+0.4% | Added |
| Legal & General Group Plc | 4,898 | $26.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,500 | $13.4K | 0.00% | +2,500 | New |
| Bogart Wealth, LLC | 2,300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 2,208 | $11.9K | 0.05% | +2,208 | New |
| Bank of America Corp | 2,098 | $11.3K | 0.00% | −59−2.7% | Reduced |
| Royal Bank of Canada | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,012 | $11.0K | 0.00% | +2,012 | New |
| Ronald Blue Trust, Inc. | 145 | $1.00K | 0.00% | +145 | New |
| Harbour Investments, Inc. | 50 | $269 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 40 | $215 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |