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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 4 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.

Institutional holdersQ4 2023: 35 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 heldQ4 2023: $66.9M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2023.

Institutions holding DAO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Securities, Inc.32$1260.00%+32New
UBS Group AG35$1380.00%−4,468−99.2%Reduced
Citigroup Inc40$1580.00%00.0%Unchanged
Harbour Investments, Inc.50$1970.00%00.0%Unchanged
Ronald Blue Trust, Inc.519$2.00K0.00%+519New
Simplex Trading, LLC1,307$5.00K0.00%−1,771−57.5%Reduced
Rhumbline Advisers1,625$6.40K0.00%−570−26.0%Reduced
Compagnie Lombard Odier SCmA2,000$7.88K0.00%00.0%Unchanged
Quantbot Technologies LP2,129$8.39K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,770$14.9K0.00%−4,029−51.7%Reduced
Group One Trading, L.P.4,119$16.2K0.00%−1,400−25.4%Reduced
Legal & General Group Plc4,898$19.3K0.00%00.0%Unchanged
Bank of America Corp9,344$36.8K0.00%+2,135+29.6%Added
Cubist Systematic Strategies, LLC15,001$59.1K0.00%+15,001New
Jane Street Group, LLC15,461$60.9K0.00%−22,515−59.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys18,455$72.7K0.00%−7,602−29.2%Reduced
Nuveen Asset Management, LLC22,600$89.0K0.00%00.0%Unchanged
Old Mission Capital LLC27,732$109.3K0.00%+27,732New
Invesco Ltd.31,683$124.8K0.00%−3,545−10.1%Reduced
Northern Trust Corp31,706$124.9K0.00%+13,465+73.8%Added
Renaissance Technologies LLC48,300$190.0K0.00%+1,000+2.1%Added
Symmetry Peak Management LLC52,500$206.8K0.80%−54,368−50.9%Reduced
California Public Employees Retirement System57,603$227.0K0.00%00.0%Unchanged
Morgan Stanley62,807$247.5K0.00%+4,786+8.2%Added
Connor, Clark & Lunn Investment Management Ltd.78,547$309.5K0.00%−23,300−22.9%Reduced
Marshall Wace, LLP94,084$370.7K0.00%−21,442−18.6%Reduced
Norges Bank96,600$380.6K0.00%00.0%Unchanged
Acadian Asset Management LLC173,595$681.0K0.00%−69,249−28.5%Reduced
Coronation Fund Managers Ltd.243,361$958.8K0.03%00.0%Unchanged
Gsa Capital Partners LLP250,207$986.0K0.08%−3,156−1.2%Reduced
State Street Corp332,257$1.31M0.00%+1,482+0.4%Added
BlackRock Inc.779,924$3.07M0.00%−3,171−0.4%Reduced
Vanguard Group Inc1,251,024$4.93M0.00%00.0%Unchanged
NetEase, Inc.2,898,293$11.4M7.54%00.0%Unchanged
Orbis Allan Gray Ltd10,364,705$40.8M0.26%−974,591−8.6%Reduced
Citadel Advisors LLC0$00.00%−48,950−100.0%Sold out
Two Sigma Investments, LP0$00.00%−15,538−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−515−100.0%Sold out