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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, Q1 2023

Institutional positions in Youdao, Inc. as of Mar 31, 2023. 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
44
+4 vs. Q4 2022
Shares held
21.0M
−681.6K (−3.1%) vs. Q4 2022
Total value
$178.1M
+$61.7M (+53.0%) vs. Q4 2022
New holders
9
14 more added
Sold out
5
11 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 44 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 heldQ1 2023: $178.1M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q4 2022.

Institutions holding DAO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd13,718,476$116.6M0.92%−1,089,362−7.4%Reduced
NetEase, Inc.2,898,293$24.6M30.81%00.0%Unchanged
Vanguard Group Inc1,238,754$10.5M0.00%+26,780+2.2%Added
BlackRock Inc.725,786$6.17M0.00%+61,782+9.3%Added
State Street Corp322,566$2.74M0.00%−25,672−7.4%Reduced
TB Alternative Assets Ltd.285,252$2.42M0.60%−203,807−41.7%Reduced
Marshall Wace, LLP263,659$2.24M0.01%+220,895+516.5%Added
Acadian Asset Management LLC247,565$2.09M0.01%+247,565New
Citadel Advisors LLC152,508$1.30M0.00%+76,056+99.5%Added
D. E. Shaw & Co., Inc.125,307$1.07M0.00%+30,892+32.7%Added
Coronation Fund Managers Ltd.107,983$917.9K0.02%−59,160−35.4%Reduced
Parallax Volatility Advisers, L.P.98,546$837.6K0.03%+98,546New
Norges Bank96,600$821.1K0.00%00.0%Unchanged
Belvedere Trading LLC81,826$695.5K0.31%+68,723+524.5%Added
Symmetry Peak Management LLC72,700$618.0K2.94%+70,492+3,192.6%Added
California Public Employees Retirement System67,711$575.5K0.00%−8,318−10.9%Reduced
Gsa Capital Partners LLP55,064$468.0K0.05%−31,965−36.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.48,945$416.0K0.00%+14,704+42.9%Added
Jane Street Group, LLC36,834$313.1K0.00%−29,710−44.6%Reduced
Morgan Stanley36,254$308.2K0.00%+9,700+36.5%Added
Renaissance Technologies LLC34,600$294.0K0.00%−170,850−83.2%Reduced
PEAK6 Investments LLC29,224$248.4K0.02%+29,224New
Simplex Trading, LLC28,653$243.0K0.01%+13,713+91.8%Added
Goldman Sachs Group Inc23,841$202.6K0.00%−20,030−45.7%Reduced
Trexquant Investment LP23,517$199.9K0.01%+23,517New
Nuveen Asset Management, LLC22,600$192.0K0.00%00.0%Unchanged
HSBC Holdings PLC16,524$140.5K0.00%+16,524New
Two Sigma Investments, LP15,974$135.8K0.00%−27,051−62.9%Reduced
Group One Trading, L.P.13,001$110.5K0.01%+13,001New
Northern Trust Corp12,011$102.1K0.00%+85+0.7%Added
Employees Retirement System of Texas10,634$90.0K0.00%+10,634New
HRT Financial LP10,658$90.0K0.00%+10,658New
Bank of America Corp8,505$72.3K0.00%+6,407+305.4%Added
Russell Investments Group, Ltd.7,352$61.0K0.00%+7,352New
Quantbot Technologies LP5,829$49.5K0.00%+3,329+133.2%Added
Legal & General Group Plc4,898$41.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,574$22.0K0.00%+562+27.9%Added
Bogart Wealth, LLC2,300$19.6K0.00%00.0%Unchanged
Royal Bank of Canada2,000$17.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA2,000$17.0K0.00%00.0%Unchanged
Harbour Investments, Inc.50$4250.00%00.0%Unchanged
Citigroup Inc40$3400.00%00.0%Unchanged
UBS Group AG1$90.00%00.0%Unchanged
Ronald Blue Trust, Inc.40$00.00%−105−72.4%Reduced
Cubist Systematic Strategies, LLC0$00.00%−24,395−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−23,757−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−12,084−100.0%Sold out
Virtu Financial LLC0$00.00%−10,557−100.0%Sold out
Credit Suisse AG0$00.00%−5,879−100.0%Sold out