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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 2024

Institutional positions in Youdao, Inc. as of Jun 30, 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
35
+2 vs. Q1 2024
Shares held
14.8M
−1.01M (−6.4%) vs. Q1 2024
Total value
$58.1M
−$5.54M (−8.7%) vs. Q1 2024
New holders
7
5 more added
Sold out
5
17 more reduced

Compare with Q1 2024: 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 2024: 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 heldQ2 2024: $58.1M
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 2024

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2024.

Institutions holding DAO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd9,565,293$37.5M0.23%−670,851−6.6%Reduced
NetEase, Inc.2,898,293$11.4M6.56%00.0%Unchanged
Vanguard Group Inc1,251,024$4.90M0.00%00.0%Unchanged
Acadian Asset Management LLC238,445$928.0K0.00%+118,245+98.4%Added
Gsa Capital Partners LLP187,188$734.0K0.05%−37,476−16.7%Reduced
Norges Bank96,600$378.7K0.00%00.0%Unchanged
Jane Street Group, LLC87,255$342.0K0.00%+579+0.7%Added
Millennium Management LLC81,853$320.9K0.00%−10,328−11.2%Reduced
State Street Corp73,204$287.0K0.00%−26,348−26.5%Reduced
Renaissance Technologies LLC52,300$205.0K0.00%+3,300+6.7%Added
California Public Employees Retirement System46,443$182.1K0.00%−11,160−19.4%Reduced
Morgan Stanley35,331$138.5K0.00%−22,360−38.8%Reduced
Citadel Advisors LLC32,665$128.0K0.00%+32,665New
Invesco Ltd.30,760$120.6K0.00%−2,433−7.3%Reduced
Marshall Wace, LLP30,287$118.7K0.00%−33,094−52.2%Reduced
Russell Investments Group, Ltd.20,759$79.3K0.00%+20,759New
Castleview Partners, LLC18,278$71.7K0.04%+18,278New
Connor, Clark & Lunn Investment Management Ltd.17,468$68.5K0.00%−18,641−51.6%Reduced
Vident Advisory, LLC15,625$61.2K0.00%−16,047−50.7%Reduced
Cubist Systematic Strategies, LLC10,385$40.7K0.00%−19,866−65.7%Reduced
Federation des caisses Desjardins du Quebec8,777$34.4K0.00%+8,777New
Ronald Blue Trust, Inc.4,960$19.9K0.00%+4,960New
Bank of America Corp3,949$15.5K0.00%−659−14.3%Reduced
Catalyst Funds Management Pty Ltd3,900$15.3K0.00%−3,800−49.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.2,957$11.6K0.00%+2,823+2,106.7%Added
UBS Group AG2,916$11.4K0.00%+1,837+170.3%Added
Tower Research Capital LLC (TRC)2,421$9.49K0.00%−4,065−62.7%Reduced
Compagnie Lombard Odier SCmA2,000$7.84K0.00%00.0%Unchanged
Rhumbline Advisers1,603$6.28K0.00%−22−1.4%Reduced
Qube Research & Technologies Ltd182$7130.00%−400−68.7%Reduced
EverSource Wealth Advisors, LLC179$5550.00%−101−36.1%Reduced
Advisor Group Holdings, Inc.57$2230.00%+57New
Harbour Investments, Inc.50$1960.00%00.0%Unchanged
Citigroup Inc40$1570.00%00.0%Unchanged
Creekmur Asset Management LLC18$710.00%+18New
Coronation Fund Managers Ltd.0$00.00%−243,361−100.0%Sold out
HRT Financial LP0$00.00%−39,364−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−38,776−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−20,120−100.0%Sold out
Simplex Trading, LLC0$00.00%−148−100.0%Sold out