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 2023
Institutional positions in Youdao, Inc. as of Dec 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
- 35
- +1 vs. Q3 2023
- Shares held
- 17.0M
- −1.19M (−6.6%) vs. Q3 2023
- Total value
- $66.9M
- −$6.16M (−8.4%) vs. Q3 2023
- New holders
- 4
- 5 more added
- Sold out
- 3
- 15 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 10,364,705 | $40.8M | 0.26% | −974,591−8.6% | Reduced |
| NetEase, Inc. | 2,898,293 | $11.4M | 7.54% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,251,024 | $4.93M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 779,924 | $3.07M | 0.00% | −3,171−0.4% | Reduced |
| State Street Corp | 332,257 | $1.31M | 0.00% | +1,482+0.4% | Added |
| Gsa Capital Partners LLP | 250,207 | $986.0K | 0.08% | −3,156−1.2% | Reduced |
| Coronation Fund Managers Ltd. | 243,361 | $958.8K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 173,595 | $681.0K | 0.00% | −69,249−28.5% | Reduced |
| Norges Bank | 96,600 | $380.6K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 94,084 | $370.7K | 0.00% | −21,442−18.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 78,547 | $309.5K | 0.00% | −23,300−22.9% | Reduced |
| Morgan Stanley | 62,807 | $247.5K | 0.00% | +4,786+8.2% | Added |
| California Public Employees Retirement System | 57,603 | $227.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 52,500 | $206.8K | 0.80% | −54,368−50.9% | Reduced |
| Renaissance Technologies LLC | 48,300 | $190.0K | 0.00% | +1,000+2.1% | Added |
| Northern Trust Corp | 31,706 | $124.9K | 0.00% | +13,465+73.8% | Added |
| Invesco Ltd. | 31,683 | $124.8K | 0.00% | −3,545−10.1% | Reduced |
| Old Mission Capital LLC | 27,732 | $109.3K | 0.00% | +27,732 | New |
| Nuveen Asset Management, LLC | 22,600 | $89.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,455 | $72.7K | 0.00% | −7,602−29.2% | Reduced |
| Jane Street Group, LLC | 15,461 | $60.9K | 0.00% | −22,515−59.3% | Reduced |
| Cubist Systematic Strategies, LLC | 15,001 | $59.1K | 0.00% | +15,001 | New |
| Bank of America Corp | 9,344 | $36.8K | 0.00% | +2,135+29.6% | Added |
| Legal & General Group Plc | 4,898 | $19.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,119 | $16.2K | 0.00% | −1,400−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,770 | $14.9K | 0.00% | −4,029−51.7% | Reduced |
| Quantbot Technologies LP | 2,129 | $8.39K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,000 | $7.88K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,625 | $6.40K | 0.00% | −570−26.0% | Reduced |
| Simplex Trading, LLC | 1,307 | $5.00K | 0.00% | −1,771−57.5% | Reduced |
| Ronald Blue Trust, Inc. | 519 | $2.00K | 0.00% | +519 | New |
| Harbour Investments, Inc. | 50 | $197 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 40 | $158 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35 | $138 | 0.00% | −4,468−99.2% | Reduced |
| Principal Securities, Inc. | 32 | $126 | 0.00% | +32 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,950−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,538−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −515−100.0% | Sold out |