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 2025
Institutional positions in Youdao, Inc. as of Dec 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
- 31
- −3 vs. Q3 2025
- Shares held
- 11.9M
- −511.0K (−4.1%) vs. Q3 2025
- Total value
- $120.4M
- −$3.40M (−2.7%) vs. Q3 2025
- New holders
- 3
- 7 more added
- Sold out
- 6
- 14 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 6,943,858 | $70.0M | 0.29% | −337,550−4.6% | Reduced |
| NetEase, Inc. | 2,898,293 | $29.2M | 6.76% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,040,574 | $10.5M | 0.00% | +27,412+2.7% | Added |
| Acadian Asset Management LLC | 431,966 | $4.34M | 0.01% | −79,507−15.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 243,446 | $2.45M | 0.01% | −9,347−3.7% | Reduced |
| Gsa Capital Partners LLP | 73,111 | $737.0K | 0.06% | +52,858+261.0% | Added |
| Renaissance Technologies LLC | 62,000 | $625.0K | 0.00% | −6,700−9.8% | Reduced |
| Qube Research & Technologies Ltd | 57,838 | $583.0K | 0.00% | −39,991−40.9% | Reduced |
| Marshall Wace, LLP | 38,387 | $386.9K | 0.00% | −1,016−2.6% | Reduced |
| California Public Employees Retirement System | 37,087 | $373.8K | 0.00% | −222−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 29,286 | $295.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,797 | $280.2K | 0.00% | −1,186−4.1% | Reduced |
| Morgan Stanley | 23,546 | $237.3K | 0.00% | +139+0.6% | Added |
| UBS Group AG | 14,877 | $150.0K | 0.00% | +7,734+108.3% | Added |
| Vident Advisory, LLC | 10,794 | $108.8K | 0.00% | −1,868−14.8% | Reduced |
| Bank of America Corp | 6,352 | $64.0K | 0.00% | +524+9.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,535 | $25.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,000 | $20.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,019 | $10.3K | 0.00% | −91−8.2% | Reduced |
| EverSource Wealth Advisors, LLC | 913 | $9.20K | 0.00% | −240−20.8% | Reduced |
| GWM Advisors LLC | 576 | $5.80K | 0.00% | +96+20.0% | Added |
| Smartleaf Asset Management LLC | 509 | $4.91K | 0.00% | +509 | New |
| Group One Trading, L.P. | 123 | $1.24K | 0.00% | −1,824−93.7% | Reduced |
| Royal Bank of Canada | 96 | $1.00K | 0.00% | +32+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 87 | $877 | 0.00% | +87 | New |
| CoreCap Advisors, LLC | 61 | $615 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $504 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30 | $302 | 0.00% | −172−85.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2 | $20 | 0.00% | −39−95.1% | Reduced |
| Advisor Group Holdings, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | +1 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −48,452−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −29,434−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,297−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,968−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |