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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, Q1 2025

Institutional positions in Youdao, Inc. as of Mar 31, 2025. 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
0 vs. Q4 2024
Shares held
13.5M
−516.0K (−3.7%) vs. Q4 2024
Total value
$102.9M
−$708.0K (−0.7%) vs. Q4 2024
New holders
7
13 more added
Sold out
7
7 more reduced

Compare with Q4 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 holdersQ1 2025: 30 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 heldQ1 2025: $102.9M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q4 2024.

Institutions holding DAO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd8,339,388$63.6M0.36%−637,271−7.1%Reduced
NetEase, Inc.2,898,293$22.1M100.00%00.0%Unchanged
Vanguard Group Inc1,002,160$7.65M0.00%−55,459−5.2%Reduced
Acadian Asset Management LLC282,688$2.15M0.01%−115,819−29.1%Reduced
Walleye Capital LLC176,599$1.35M0.01%+122,450+226.1%Added
Connor, Clark & Lunn Investment Management Ltd.137,456$1.05M0.00%+62,568+83.5%Added
Bank of America Corp111,491$850.7K0.00%+79,441+247.9%Added
Qube Research & Technologies Ltd108,895$830.9K0.00%+67,390+162.4%Added
Renaissance Technologies LLC60,300$460.1K0.00%+3,200+5.6%Added
Vident Advisory, LLC57,192$436.4K0.01%+37,485+190.2%Added
Gsa Capital Partners LLP43,907$335.0K0.03%+1,512+3.6%Added
California Public Employees Retirement System39,709$303.0K0.00%+3,334+9.2%Added
Citadel Advisors LLC31,228$238.3K0.00%+31,228New
Invesco Ltd.31,153$237.7K0.00%+709+2.3%Added
Toroso Investments, LLC28,839$220.0K0.00%+28,839New
Marshall Wace, LLP25,781$196.7K0.00%−39,010−60.2%Reduced
Susquehanna International Group, LLP24,096$183.9K0.00%+11,356+89.1%Added
Morgan Stanley23,731$181.1K0.00%+3,039+14.7%Added
Public Employees Retirement System of Ohio15,992$122.0K0.00%+6,571+69.7%Added
Walleye Trading LLC15,123$115.4K0.00%+15,123New
Tower Research Capital LLC (TRC)12,747$97.3K0.00%+12,747New
Group One Trading, L.P.7,193$54.9K0.00%+7,193New
UBS Group AG4,261$32.5K0.00%+470+12.4%Added
Compagnie Lombard Odier SCmA2,000$15.3K0.00%00.0%Unchanged
Rhumbline Advisers550$4.20K0.00%−1,520−73.4%Reduced
Barclays PLC200$1.53K0.00%+200New
EverSource Wealth Advisors, LLC92$7020.00%−87−48.6%Reduced
The PNC Financial Services Group, Inc.88$6710.00%−6−6.4%Reduced
CoreCap Advisors, LLC61$4650.00%+61New
Harbour Investments, Inc.50$3820.00%00.0%Unchanged
Norges Bank0$00.00%−96,600−100.0%Sold out
Jane Street Group, LLC0$00.00%−16,020−100.0%Sold out
Millennium Management LLC0$00.00%−15,760−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−14,020−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−10,533−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−8,777−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−20−100.0%Sold out