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 2024
Institutional positions in Youdao, Inc. as of Dec 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
- 30
- +1 vs. Q3 2024
- Shares held
- 14.0M
- −347.1K (−2.4%) vs. Q3 2024
- Total value
- $103.6M
- +$44.0M (+74.0%) vs. Q3 2024
- New holders
- 8
- 7 more added
- Sold out
- 7
- 8 more reduced
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 8,976,659 | $66.4M | 0.36% | −413,685−4.4% | Reduced |
| NetEase, Inc. | 2,898,293 | $21.4M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,057,619 | $7.83M | 0.00% | −58,720−5.3% | Reduced |
| Acadian Asset Management LLC | 398,507 | $2.94M | 0.01% | +49,744+14.3% | Added |
| Norges Bank | 96,600 | $714.8K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 74,888 | $554.2K | 0.00% | +74,888 | New |
| Marshall Wace, LLP | 64,791 | $479.5K | 0.00% | +64,791 | New |
| Renaissance Technologies LLC | 57,100 | $422.5K | 0.00% | +1,800+3.3% | Added |
| Walleye Capital LLC | 54,149 | $400.7K | 0.00% | +54,149 | New |
| Gsa Capital Partners LLP | 42,395 | $314.0K | 0.02% | −73,066−63.3% | Reduced |
| Qube Research & Technologies Ltd | 41,505 | $307.1K | 0.00% | +41,505 | New |
| California Public Employees Retirement System | 36,375 | $269.2K | 0.00% | −8,207−18.4% | Reduced |
| Bank of America Corp | 32,050 | $237.2K | 0.00% | +31,811+13,310.0% | Added |
| Invesco Ltd. | 30,444 | $225.3K | 0.00% | −249−0.8% | Reduced |
| Morgan Stanley | 20,692 | $153.1K | 0.00% | −14,419−41.1% | Reduced |
| Vident Advisory, LLC | 19,707 | $145.8K | 0.00% | +5,170+35.6% | Added |
| Jane Street Group, LLC | 16,020 | $118.5K | 0.00% | +16,020 | New |
| Millennium Management LLC | 15,760 | $116.6K | 0.00% | −28,853−64.7% | Reduced |
| Russell Investments Group, Ltd. | 14,020 | $97.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,740 | $94.3K | 0.00% | −14,115−52.6% | Reduced |
| Goldman Sachs Group Inc | 10,533 | $77.9K | 0.00% | +10,533 | New |
| Public Employees Retirement System of Ohio | 9,421 | $69.7K | 0.00% | +8,318+754.1% | Added |
| Federation des caisses Desjardins du Quebec | 8,777 | $64.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,791 | $28.1K | 0.00% | +2,797+281.4% | Added |
| Rhumbline Advisers | 2,070 | $15.3K | 0.00% | +467+29.1% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $1.32K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 94 | $696 | 0.00% | +94 | New |
| Harbour Investments, Inc. | 50 | $370 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $148 | 0.00% | +20 | New |
| State Street Corp | 0 | $0 | 0.00% | −32,991−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,393−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,764−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |