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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, Q2 2023

Institutional positions in Youdao, Inc. as of Jun 30, 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
42
−2 vs. Q1 2023
Shares held
19.7M
−1.30M (−6.2%) vs. Q1 2023
Total value
$94.8M
−$83.4M (−46.8%) vs. Q1 2023
New holders
8
13 more added
Sold out
10
13 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 42 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 heldQ2 2023: $94.8M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2023.

Institutions holding DAO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd12,903,045$62.2M0.45%−815,431−5.9%Reduced
NetEase, Inc.2,898,293$14.0M13.39%00.0%Unchanged
Vanguard Group Inc1,251,024$6.03M0.00%+12,270+1.0%Added
BlackRock Inc.777,576$3.75M0.00%+51,790+7.1%Added
Acadian Asset Management LLC384,180$1.84M0.01%+136,615+55.2%Added
State Street Corp347,332$1.67M0.00%+24,766+7.7%Added
Coronation Fund Managers Ltd.178,420$860.0K0.02%+70,437+65.2%Added
Symmetry Peak Management LLC116,000$559.1K1.18%+43,300+59.6%Added
Gsa Capital Partners LLP113,648$548.0K0.05%+58,584+106.4%Added
Norges Bank96,600$465.6K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.86,365$416.3K0.00%+37,420+76.5%Added
Citadel Advisors LLC68,106$328.3K0.00%−84,402−55.3%Reduced
Marshall Wace, LLP56,244$271.1K0.00%−207,415−78.7%Reduced
Renaissance Technologies LLC46,800$226.0K0.00%+12,200+35.3%Added
California Public Employees Retirement System39,421$190.0K0.00%−28,290−41.8%Reduced
Invesco Ltd.34,347$165.6K0.00%+34,347New
Goldman Sachs Group Inc32,811$158.1K0.00%+8,970+37.6%Added
Y-Intercept (Hong Kong) Ltd28,967$139.6K0.01%+28,967New
Two Sigma Investments, LP27,574$132.9K0.00%+11,600+72.6%Added
Jane Street Group, LLC24,483$118.0K0.00%−12,351−33.5%Reduced
Morgan Stanley24,140$116.4K0.00%−12,114−33.4%Reduced
Nuveen Asset Management, LLC22,600$108.9K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC18,513$89.2K0.00%+18,513New
Group One Trading, L.P.14,451$69.7K0.00%+1,450+11.2%Added
Northern Trust Corp11,986$57.8K0.00%−25−0.2%Reduced
SEI Investments Co11,365$54.8K0.00%+11,365New
Susquehanna International Group, LLP11,327$54.6K0.00%+11,327New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,100$53.5K0.00%+11,100New
Legal & General Group Plc4,898$23.6K0.00%00.0%Unchanged
Belvedere Trading LLC4,838$23.3K0.01%−76,988−94.1%Reduced
Bank of America Corp2,573$12.4K0.00%−5,932−69.7%Reduced
Employees Retirement System of Texas2,133$10.0K0.00%−8,501−79.9%Reduced
Royal Bank of Canada2,000$10.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA2,000$9.64K0.00%00.0%Unchanged
Rhumbline Advisers1,920$9.25K0.00%+1,920New
Point72 Asset Management, L.P.1,562$7.53K0.00%+1,562New
Quantbot Technologies LP1,300$6.27K0.00%−4,529−77.7%Reduced
Simplex Trading, LLC1,371$6.00K0.00%−27,282−95.2%Reduced
Harbour Investments, Inc.50$2410.00%00.0%Unchanged
Citigroup Inc40$1930.00%00.0%Unchanged
UBS Group AG11$530.00%+10+1,000.0%Added
Ronald Blue Trust, Inc.36$00.00%−4−10.0%Reduced
TB Alternative Assets Ltd.0$00.00%−285,252−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−125,307−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−98,546−100.0%Sold out
PEAK6 Investments LLC0$00.00%−29,224−100.0%Sold out
Trexquant Investment LP0$00.00%−23,517−100.0%Sold out
HSBC Holdings PLC0$00.00%−16,524−100.0%Sold out
HRT Financial LP0$00.00%−10,658−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−7,352−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,574−100.0%Sold out
Bogart Wealth, LLC0$00.00%−2,300−100.0%Sold out