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, Q3 2025
Institutional positions in Youdao, Inc. as of Sep 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
- 34
- +4 vs. Q2 2025
- Shares held
- 12.5M
- −126.9K (−1.0%) vs. Q2 2025
- Total value
- $123.8M
- +$15.6M (+14.4%) vs. Q2 2025
- New holders
- 6
- 8 more added
- Sold out
- 2
- 13 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 7,281,408 | $72.4M | 0.31% | −216,022−2.9% | Reduced |
| NetEase, Inc. | 2,898,293 | $28.8M | 5.78% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,013,162 | $10.1M | 0.00% | +6,312+0.6% | Added |
| Acadian Asset Management LLC | 511,473 | $5.06M | 0.01% | +138,786+37.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 252,793 | $2.51M | 0.01% | +50,029+24.7% | Added |
| Qube Research & Technologies Ltd | 97,829 | $972.4K | 0.00% | −11,730−10.7% | Reduced |
| Renaissance Technologies LLC | 68,700 | $682.9K | 0.00% | +10,300+17.6% | Added |
| Walleye Capital LLC | 48,452 | $481.6K | 0.00% | −66,752−57.9% | Reduced |
| Marshall Wace, LLP | 39,403 | $391.7K | 0.00% | +14,073+55.6% | Added |
| California Public Employees Retirement System | 37,309 | $370.9K | 0.00% | −2,499−6.3% | Reduced |
| Toroso Investments, LLC | 29,434 | $292.6K | 0.00% | −833−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 29,286 | $291.1K | 0.00% | +7,729+35.9% | Added |
| Invesco Ltd. | 28,983 | $288.1K | 0.00% | −308−1.1% | Reduced |
| Citadel Advisors LLC | 25,297 | $251.5K | 0.00% | +25,297 | New |
| Morgan Stanley | 23,407 | $232.7K | 0.00% | +2,191+10.3% | Added |
| Gsa Capital Partners LLP | 20,253 | $201.0K | 0.02% | +20,253 | New |
| Vident Advisory, LLC | 12,662 | $125.9K | 0.00% | −3,582−22.1% | Reduced |
| Goldman Sachs Group Inc | 11,968 | $119.0K | 0.00% | +11,968 | New |
| UBS Group AG | 7,143 | $71.0K | 0.00% | −3,803−34.7% | Reduced |
| Bank of America Corp | 5,828 | $57.9K | 0.00% | −64,878−91.8% | Reduced |
| Simplex Trading, LLC | 2,758 | $27.0K | 0.00% | +2,758 | New |
| Citigroup Inc | 2,697 | $26.8K | 0.00% | +2,697 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,535 | $25.2K | 0.00% | +2,535 | New |
| Compagnie Lombard Odier SCmA | 2,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,947 | $19.4K | 0.00% | −5,824−74.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,153 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,110 | $11.0K | 0.00% | +560+101.8% | Added |
| GWM Advisors LLC | 480 | $4.77K | 0.00% | −243−33.6% | Reduced |
| Tower Research Capital LLC (TRC) | 202 | $2.01K | 0.00% | −500−71.2% | Reduced |
| Royal Bank of Canada | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $606 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $497 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 41 | $408 | 0.00% | −46−52.9% | Reduced |
| Advisor Group Holdings, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,241−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,158−100.0% | Sold out |