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 4 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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 2 | $20 | 0.00% | −39−95.1% | Reduced |
| Tower Research Capital LLC (TRC) | 30 | $302 | 0.00% | −172−85.1% | Reduced |
| Harbour Investments, Inc. | 50 | $504 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $615 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $877 | 0.00% | +87 | New |
| Royal Bank of Canada | 96 | $1.00K | 0.00% | +32+50.0% | Added |
| Group One Trading, L.P. | 123 | $1.24K | 0.00% | −1,824−93.7% | Reduced |
| Smartleaf Asset Management LLC | 509 | $4.91K | 0.00% | +509 | New |
| GWM Advisors LLC | 576 | $5.80K | 0.00% | +96+20.0% | Added |
| EverSource Wealth Advisors, LLC | 913 | $9.20K | 0.00% | −240−20.8% | Reduced |
| Rhumbline Advisers | 1,019 | $10.3K | 0.00% | −91−8.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,535 | $25.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,352 | $64.0K | 0.00% | +524+9.0% | Added |
| Vident Advisory, LLC | 10,794 | $108.8K | 0.00% | −1,868−14.8% | Reduced |
| UBS Group AG | 14,877 | $150.0K | 0.00% | +7,734+108.3% | Added |
| Morgan Stanley | 23,546 | $237.3K | 0.00% | +139+0.6% | Added |
| Invesco Ltd. | 27,797 | $280.2K | 0.00% | −1,186−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 29,286 | $295.2K | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 37,087 | $373.8K | 0.00% | −222−0.6% | Reduced |
| Marshall Wace, LLP | 38,387 | $386.9K | 0.00% | −1,016−2.6% | Reduced |
| Qube Research & Technologies Ltd | 57,838 | $583.0K | 0.00% | −39,991−40.9% | Reduced |
| Renaissance Technologies LLC | 62,000 | $625.0K | 0.00% | −6,700−9.8% | Reduced |
| Gsa Capital Partners LLP | 73,111 | $737.0K | 0.06% | +52,858+261.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 243,446 | $2.45M | 0.01% | −9,347−3.7% | Reduced |
| Acadian Asset Management LLC | 431,966 | $4.34M | 0.01% | −79,507−15.5% | Reduced |
| Vanguard Group Inc | 1,040,574 | $10.5M | 0.00% | +27,412+2.7% | Added |
| NetEase, Inc. | 2,898,293 | $29.2M | 6.76% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 6,943,858 | $70.0M | 0.29% | −337,550−4.6% | Reduced |
| 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 |