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 2025
Institutional positions in Youdao, Inc. as of Jun 30, 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. Q1 2025
- Shares held
- 12.6M
- −896.1K (−6.6%) vs. Q1 2025
- Total value
- $108.2M
- +$5.37M (+5.2%) vs. Q1 2025
- New holders
- 4
- 11 more added
- Sold out
- 4
- 10 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 7,497,430 | $64.5M | 0.31% | −841,958−10.1% | Reduced |
| NetEase, Inc. | 2,898,293 | $24.9M | 6.28% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,006,850 | $8.66M | 0.00% | +4,690+0.5% | Added |
| Acadian Asset Management LLC | 372,687 | $3.19M | 0.01% | +89,999+31.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 202,764 | $1.74M | 0.01% | +65,308+47.5% | Added |
| Walleye Capital LLC | 115,204 | $990.8K | 0.01% | −61,395−34.8% | Reduced |
| Qube Research & Technologies Ltd | 109,559 | $942.2K | 0.00% | +664+0.6% | Added |
| Bank of America Corp | 70,706 | $608.1K | 0.00% | −40,785−36.6% | Reduced |
| Renaissance Technologies LLC | 58,400 | $502.2K | 0.00% | −1,900−3.2% | Reduced |
| California Public Employees Retirement System | 39,808 | $342.3K | 0.00% | +99+0.2% | Added |
| Toroso Investments, LLC | 30,267 | $260.3K | 0.00% | +1,428+5.0% | Added |
| Invesco Ltd. | 29,291 | $251.9K | 0.00% | −1,862−6.0% | Reduced |
| Susquehanna International Group, LLP | 26,241 | $225.7K | 0.00% | +2,145+8.9% | Added |
| Marshall Wace, LLP | 25,330 | $217.8K | 0.00% | −451−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 21,557 | $185.4K | 0.00% | +5,565+34.8% | Added |
| Morgan Stanley | 21,216 | $182.5K | 0.00% | −2,515−10.6% | Reduced |
| Jane Street Group, LLC | 19,158 | $164.8K | 0.00% | +19,158 | New |
| Vident Advisory, LLC | 16,244 | $139.7K | 0.00% | −40,948−71.6% | Reduced |
| UBS Group AG | 10,946 | $94.1K | 0.00% | +6,685+156.9% | Added |
| Group One Trading, L.P. | 7,771 | $66.8K | 0.00% | +578+8.0% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,153 | $9.91K | 0.00% | +1,061+1,153.3% | Added |
| GWM Advisors LLC | 723 | $6.22K | 0.00% | +723 | New |
| Tower Research Capital LLC (TRC) | 702 | $6.04K | 0.00% | −12,045−94.5% | Reduced |
| Rhumbline Advisers | 550 | $4.73K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 64 | $1.00K | 0.00% | +64 | New |
| The PNC Financial Services Group, Inc. | 87 | $748 | 0.00% | −1−1.1% | Reduced |
| CoreCap Advisors, LLC | 61 | $525 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $430 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1 | $9 | 0.00% | +1 | New |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −43,907−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,228−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,123−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |