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 2026
Institutional positions in Youdao, Inc. as of Mar 31, 2026. 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
- 33
- +3 vs. Q4 2025
- Shares held
- 11.7M
- +778.6K (+7.1%) vs. Q4 2025
- Total value
- $114.9M
- +$4.94M (+4.5%) vs. Q4 2025
- New holders
- 9
- 9 more added
- Sold out
- 6
- 10 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Youdao, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 6,738,724 | $66.2M | 0.28% | −205,134−3.0% | Reduced |
| NetEase, Inc. | 2,898,293 | $28.5M | 3.05% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 832,430 | $8.18M | 0.00% | +832,430 | New |
| Acadian Asset Management LLC | 295,624 | $2.90M | 0.00% | −136,342−31.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 226,008 | $2.22M | 0.01% | −17,438−7.2% | Reduced |
| Vanguard Fiduciary Trust Co | 211,666 | $2.08M | 0.00% | +211,666 | New |
| Gsa Capital Partners LLP | 68,942 | $678.0K | 0.04% | −4,169−5.7% | Reduced |
| Renaissance Technologies LLC | 63,500 | $624.2K | 0.00% | +1,500+2.4% | Added |
| Qube Research & Technologies Ltd | 60,512 | $594.8K | 0.00% | +2,674+4.6% | Added |
| UBS Group AG | 54,934 | $540.0K | 0.00% | +40,057+269.3% | Added |
| Citadel Advisors LLC | 50,639 | $497.8K | 0.00% | +50,639 | New |
| Marshall Wace, LLP | 46,335 | $455.5K | 0.00% | +7,948+20.7% | Added |
| California Public Employees Retirement System | 36,987 | $363.6K | 0.00% | −100−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 28,341 | $278.6K | 0.00% | −945−3.2% | Reduced |
| Invesco Ltd. | 27,045 | $265.9K | 0.00% | −752−2.7% | Reduced |
| Morgan Stanley | 22,174 | $218.0K | 0.00% | −1,372−5.8% | Reduced |
| Vident Advisory, LLC | 10,069 | $99.0K | 0.00% | −725−6.7% | Reduced |
| Vanguard Asset Management, Ltd | 3,843 | $37.8K | 0.00% | +3,843 | New |
| Group One Trading, L.P. | 3,162 | $31.1K | 0.00% | +3,039+2,470.7% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,219 | $12.0K | 0.00% | +200+19.6% | Added |
| EverSource Wealth Advisors, LLC | 912 | $8.96K | 0.00% | −1−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 868 | $8.53K | 0.00% | +838+2,793.3% | Added |
| Smartleaf Asset Management LLC | 509 | $5.02K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $2.00K | 0.00% | +104+108.3% | Added |
| Nisa Investment Advisors, LLC | 72 | $708 | 0.00% | +72 | New |
| CoreCap Advisors, LLC | 61 | $600 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $492 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $413 | 0.00% | +42 | New |
| CWM, LLC | 23 | $226 | 0.00% | +23 | New |
| Ronald Blue Trust, Inc. | 22 | $216 | 0.00% | +22 | New |
| Advisor Group Holdings, Inc. | 19 | $187 | 0.00% | +18+1,800.0% | Added |
| Ameritas Advisory Services, LLC | 7 | $69 | 0.00% | +7 | New |
| Bank of America Corp | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |