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 2024
Institutional positions in Youdao, Inc. as of Mar 31, 2024. 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
- 33
- −2 vs. Q4 2023
- Shares held
- 15.8M
- −1.15M (−6.7%) vs. Q4 2023
- Total value
- $63.6M
- −$3.25M (−4.9%) vs. Q4 2023
- New holders
- 9
- 6 more added
- Sold out
- 11
- 9 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 10,236,144 | $41.1M | 0.25% | −128,561−1.2% | Reduced |
| NetEase, Inc. | 2,898,293 | $11.7M | 4.78% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,251,024 | $5.03M | 0.00% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 243,361 | $978.3K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 224,664 | $903.0K | 0.07% | −25,543−10.2% | Reduced |
| Acadian Asset Management LLC | 120,200 | $482.0K | 0.00% | −53,395−30.8% | Reduced |
| State Street Corp | 99,552 | $400.2K | 0.00% | −232,705−70.0% | Reduced |
| Norges Bank | 96,600 | $388.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 92,181 | $370.6K | 0.00% | +92,181 | New |
| Jane Street Group, LLC | 86,676 | $348.4K | 0.00% | +71,215+460.6% | Added |
| Marshall Wace, LLP | 63,381 | $254.8K | 0.00% | −30,703−32.6% | Reduced |
| Morgan Stanley | 57,691 | $231.9K | 0.00% | −5,116−8.1% | Reduced |
| California Public Employees Retirement System | 57,603 | $231.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 49,000 | $197.0K | 0.00% | +700+1.4% | Added |
| HRT Financial LP | 39,364 | $158.0K | 0.00% | +39,364 | New |
| Goldman Sachs Group Inc | 38,776 | $155.9K | 0.00% | +38,776 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 36,109 | $145.2K | 0.00% | −42,438−54.0% | Reduced |
| Invesco Ltd. | 33,193 | $133.4K | 0.00% | +1,510+4.8% | Added |
| Vident Advisory, LLC | 31,672 | $127.3K | 0.00% | +31,672 | New |
| Cubist Systematic Strategies, LLC | 30,251 | $121.6K | 0.00% | +15,250+101.7% | Added |
| Susquehanna International Group, LLP | 20,120 | $80.9K | 0.00% | +20,120 | New |
| Catalyst Funds Management Pty Ltd | 7,700 | $31.0K | 0.01% | +7,700 | New |
| Tower Research Capital LLC (TRC) | 6,486 | $26.1K | 0.00% | +2,716+72.0% | Added |
| Bank of America Corp | 4,608 | $18.5K | 0.00% | −4,736−50.7% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $8.04K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,625 | $6.53K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,079 | $4.34K | 0.00% | +1,044+2,982.9% | Added |
| Qube Research & Technologies Ltd | 582 | $2.34K | 0.00% | +582 | New |
| EverSource Wealth Advisors, LLC | 280 | $980 | 0.00% | +280 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 134 | $539 | 0.00% | +134 | New |
| Harbour Investments, Inc. | 50 | $201 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 40 | $161 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 148 | $0 | 0.00% | −1,159−88.7% | Reduced |
| BlackRock Inc. | 0 | $0 | 0.00% | −779,924−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −31,706−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −27,732−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −18,455−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −4,898−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |