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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.

Holders of 5% or more of DAO

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Youdao, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of DAO
HolderLatest formStakeChangeFirst filedLatest filingFiling
Orbis Investment Management Ltd13G/A22.20%6.94M shares−1.10 ppfrom 23.30%Feb 14, 20255 filingsFeb 17, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

5 Schedule 13D and 13G filings on Youdao, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on DAO
Filed (ET)FilerFormStakeChangeEvent dateFiling
Feb 17, 202612:11 PM ETOrbis Investment Management Ltd13G/A22.20%6.94M shares−1.10 ppfrom 23.30%Dec 31, 2025SEC
Nov 14, 202512:39 PM ETOrbis Investment Management Ltd13G/A23.30%7.28M shares−0.70 ppfrom 24.00%Sep 30, 2025SEC
Aug 14, 202512:51 PM ETOrbis Investment Management Ltd13G/A24.00%7.50M shares−2.70 ppfrom 26.70%Jun 30, 2025SEC
May 15, 202512:52 PM ETOrbis Investment Management Ltd13G/A26.70%8.34M shares−2.00 ppfrom 28.70%Mar 31, 2025SEC
Feb 14, 202510:10 AM ETOrbis Investment Management Ltd13G/A28.70%8.98M shares–Dec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Youdao, Inc. shares.

No Form 144 notices for Youdao, Inc. are on file.