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, 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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7 | $69 | 0.00% | +7 | New |
| Advisor Group Holdings, Inc. | 19 | $187 | 0.00% | +18+1,800.0% | Added |
| Ronald Blue Trust, Inc. | 22 | $216 | 0.00% | +22 | New |
| CWM, LLC | 23 | $226 | 0.00% | +23 | New |
| Stone House Investment Management, LLC | 42 | $413 | 0.00% | +42 | New |
| Harbour Investments, Inc. | 50 | $492 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $600 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 72 | $708 | 0.00% | +72 | New |
| Royal Bank of Canada | 200 | $2.00K | 0.00% | +104+108.3% | Added |
| Smartleaf Asset Management LLC | 509 | $5.02K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 868 | $8.53K | 0.00% | +838+2,793.3% | Added |
| EverSource Wealth Advisors, LLC | 912 | $8.96K | 0.00% | −1−0.1% | Reduced |
| Rhumbline Advisers | 1,219 | $12.0K | 0.00% | +200+19.6% | Added |
| Compagnie Lombard Odier SCmA | 2,000 | $19.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,162 | $31.1K | 0.00% | +3,039+2,470.7% | Added |
| Vanguard Asset Management, Ltd | 3,843 | $37.8K | 0.00% | +3,843 | New |
| Vident Advisory, LLC | 10,069 | $99.0K | 0.00% | −725−6.7% | Reduced |
| Morgan Stanley | 22,174 | $218.0K | 0.00% | −1,372−5.8% | Reduced |
| Invesco Ltd. | 27,045 | $265.9K | 0.00% | −752−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 28,341 | $278.6K | 0.00% | −945−3.2% | Reduced |
| California Public Employees Retirement System | 36,987 | $363.6K | 0.00% | −100−0.3% | Reduced |
| Marshall Wace, LLP | 46,335 | $455.5K | 0.00% | +7,948+20.7% | Added |
| Citadel Advisors LLC | 50,639 | $497.8K | 0.00% | +50,639 | New |
| UBS Group AG | 54,934 | $540.0K | 0.00% | +40,057+269.3% | Added |
| Qube Research & Technologies Ltd | 60,512 | $594.8K | 0.00% | +2,674+4.6% | Added |
| Renaissance Technologies LLC | 63,500 | $624.2K | 0.00% | +1,500+2.4% | Added |
| Gsa Capital Partners LLP | 68,942 | $678.0K | 0.04% | −4,169−5.7% | Reduced |
| Vanguard Fiduciary Trust Co | 211,666 | $2.08M | 0.00% | +211,666 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 226,008 | $2.22M | 0.01% | −17,438−7.2% | Reduced |
| Acadian Asset Management LLC | 295,624 | $2.90M | 0.00% | −136,342−31.6% | Reduced |
| Vanguard Capital Management LLC | 832,430 | $8.18M | 0.00% | +832,430 | New |
| NetEase, Inc. | 2,898,293 | $28.5M | 3.05% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 6,738,724 | $66.2M | 0.28% | −205,134−3.0% | Reduced |
| 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 |