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, Q3 2023
Institutional positions in Youdao, Inc. as of Sep 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
- 34
- −8 vs. Q2 2023
- Shares held
- 18.2M
- −1.49M (−7.6%) vs. Q2 2023
- Total value
- $73.0M
- −$21.7M (−22.9%) vs. Q2 2023
- New holders
- 2
- 17 more added
- Sold out
- 10
- 7 more reduced
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 11,339,296 | $45.6M | 0.33% | −1,563,749−12.1% | Reduced |
| NetEase, Inc. | 2,898,293 | $11.7M | 7.66% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,251,024 | $5.03M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 783,095 | $3.15M | 0.00% | +5,519+0.7% | Added |
| State Street Corp | 330,775 | $1.33M | 0.00% | −16,557−4.8% | Reduced |
| Gsa Capital Partners LLP | 253,363 | $1.02M | 0.09% | +139,715+122.9% | Added |
| Coronation Fund Managers Ltd. | 243,361 | $978.3K | 0.03% | +64,941+36.4% | Added |
| Acadian Asset Management LLC | 242,844 | $974.0K | 0.00% | −141,336−36.8% | Reduced |
| Marshall Wace, LLP | 115,526 | $464.4K | 0.00% | +59,282+105.4% | Added |
| Symmetry Peak Management LLC | 106,868 | $429.6K | 2.69% | −9,132−7.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 101,847 | $409.4K | 0.00% | +15,482+17.9% | Added |
| Norges Bank | 96,600 | $388.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 58,021 | $233.2K | 0.00% | +33,881+140.4% | Added |
| California Public Employees Retirement System | 57,603 | $231.6K | 0.00% | +18,182+46.1% | Added |
| Citadel Advisors LLC | 48,950 | $196.8K | 0.00% | −19,156−28.1% | Reduced |
| Renaissance Technologies LLC | 47,300 | $190.0K | 0.00% | +500+1.1% | Added |
| Jane Street Group, LLC | 37,976 | $152.7K | 0.00% | +13,493+55.1% | Added |
| Invesco Ltd. | 35,228 | $141.6K | 0.00% | +881+2.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,057 | $104.7K | 0.00% | +14,957+134.7% | Added |
| Nuveen Asset Management, LLC | 22,600 | $90.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 18,241 | $73.3K | 0.00% | +6,255+52.2% | Added |
| Two Sigma Investments, LP | 15,538 | $62.5K | 0.00% | −12,036−43.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,799 | $31.4K | 0.00% | +7,799 | New |
| Bank of America Corp | 7,209 | $29.0K | 0.00% | +4,636+180.2% | Added |
| Group One Trading, L.P. | 5,519 | $22.2K | 0.00% | −8,932−61.8% | Reduced |
| Legal & General Group Plc | 4,898 | $19.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,503 | $18.1K | 0.00% | +4,492+40,836.4% | Added |
| Simplex Trading, LLC | 3,078 | $12.0K | 0.00% | +1,707+124.5% | Added |
| Rhumbline Advisers | 2,195 | $8.82K | 0.00% | +275+14.3% | Added |
| Quantbot Technologies LP | 2,129 | $8.56K | 0.00% | +829+63.8% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $8.04K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 515 | $2.07K | 0.00% | +515 | New |
| Harbour Investments, Inc. | 50 | $201 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 40 | $161 | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −32,811−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,967−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,513−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |