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Dingdong (Cayman) Ltd

DDL
Exchange
NYSE
Industry
Retail-Catalog & Mail-Order Houses
SEC CIK
0001854545

No open-market purchases or sales by Dingdong (Cayman) Ltd insiders were filed in the last 90 days; 55 institutions reported holding it in 13F filings for Q2 2026, worth $132.7M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Dingdong (Cayman) Ltd as of Jun 30, 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
55
−6 vs. Q1 2026
Shares held
68.8M
−1.14M (−1.6%) vs. Q1 2026
Total value
$132.7M
−$47.4M (−26.3%) vs. Q1 2026
New holders
4
8 more added
Sold out
10
21 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DDL 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.

Institutional holdersQ2 2026: 55 institutions
Q1 2021: 0 institutionsQ2 2021: 14 institutionsQ3 2021: 14 institutionsQ4 2021: 18 institutionsQ1 2022: 23 institutionsQ2 2022: 26 institutionsQ3 2022: 27 institutionsQ4 2022: 39 institutionsQ1 2023: 46 institutionsQ2 2023: 41 institutionsQ3 2023: 42 institutionsQ4 2023: 40 institutionsQ1 2024: 38 institutionsQ2 2024: 33 institutionsQ3 2024: 49 institutionsQ4 2024: 66 institutionsQ1 2025: 59 institutionsQ2 2025: 58 institutionsQ3 2025: 53 institutionsQ4 2025: 55 institutionsQ1 2026: 61 institutionsQ2 2026: 55 institutions
Value heldQ2 2026: $132.7M
Q1 2021: $0Q2 2021: $634.1MQ3 2021: $550.4MQ4 2021: $386.8MQ1 2022: $215.5MQ2 2022: $290.3MQ3 2022: $197.0MQ4 2022: $241.3MQ1 2023: $222.6MQ2 2023: $180.0MQ3 2023: $113.5MQ4 2023: $84.9MQ1 2024: $70.9MQ2 2024: $113.9MQ3 2024: $210.3MQ4 2024: $243.3MQ1 2025: $193.2MQ2 2025: $134.7MQ3 2025: $130.3MQ4 2025: $176.0MQ1 2026: $180.1MQ2 2026: $132.7M
Institutions holding DDL and their total value by quarter
QuarterHoldersValue
Q2 202655$132.7M
Q1 202661$180.1M
Q4 202555$176.0M
Q3 202553$130.3M
Q2 202558$134.7M
Q1 202559$193.2M
Q4 202466$243.3M
Q3 202449$210.3M
Q2 202433$113.9M
Q1 202438$70.9M
Q4 202340$84.9M
Q3 202342$113.5M
Q2 202341$180.0M
Q1 202346$222.6M
Q4 202239$241.3M
Q3 202227$197.0M
Q2 202226$290.3M
Q1 202223$215.5M
Q4 202118$386.8M
Q3 202114$550.4M
Q2 202114$634.1M
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q1 2026.

Institutions holding DDL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$22.9M17.70%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$22.6M2.04%00.0%Unchanged
SC China Holding Ltd10,091,839$19.5M1.63%00.0%Unchanged
Boundless Plain Holdings Ltd7,989,001$15.4M3.57%00.0%Unchanged
Platinum Investment Management Ltd6,486,507$12.5M3.08%00.0%Unchanged
Allspring Global Investments Holdings, LLC3,020,244$5.83M0.01%00.0%Unchanged
Vanguard Capital Management LLC3,010,419$5.81M0.00%−81,031−2.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,954,267$5.70M0.01%−37,515−1.3%Reduced
Barclays PLC2,853,663$5.51M0.00%00.0%Unchanged
Renaissance Technologies LLC1,385,500$2.67M0.00%−17,900−1.3%Reduced
Acadian Asset Management LLC1,340,265$2.58M0.00%+34,442+2.6%Added
Softbank Group Corp1,050,000$2.03M0.01%00.0%Unchanged
Vanguard Fiduciary Trust Co787,973$1.52M0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC758,255$1.46M0.01%+636,024+520.3%Added
First Beijing Investment Ltd622,432$1.20M0.05%−223,520−26.4%Reduced
Morgan Stanley591,411$1.14M0.00%+34,921+6.3%Added
UBS Group AG285,837$551.7K0.00%−206,131−41.9%Reduced
State Street Corp265,450$512.3K0.00%−6,965−2.6%Reduced
Public Employees Retirement System of Ohio218,068$420.9K0.00%−367−0.2%Reduced
Anther Capital Ltd165,400$319.2K0.01%00.0%Unchanged
Goldman Sachs Group Inc148,581$286.8K0.00%−8,756−5.6%Reduced
Jane Street Group, LLC141,455$273.0K0.00%−117,282−45.3%Reduced
GAM Holding AG140,000$270.2K0.02%+40,000+40.0%Added
Susquehanna Portfolio Strategies, LLC134,863$260.3K0.00%−213,681−61.3%Reduced
California Public Employees Retirement System118,932$229.5K0.00%−5,497−4.4%Reduced
Two Sigma Investments, LP108,798$210.0K0.00%−5,000−4.4%Reduced
Invesco Ltd.88,400$170.6K0.00%−12,268−12.2%Reduced
Polymer Capital Management (HK) LTD84,500$163.1K0.02%+84,500New
Susquehanna International Group, LLP61,395$118.5K0.00%+8,155+15.3%Added
Rangeley Capital, LLC50,000$96.5K0.09%00.0%Unchanged
Tairen Capital Ltd33,000$63.7K0.01%00.0%Unchanged
Simplex Trading, LLC27,772$53.6K0.00%+27,772New
Bank of New York Mellon Corp25,545$49.3K0.00%−1,813−6.6%Reduced
Group One Trading, L.P.23,981$46.3K0.00%−48,162−66.8%Reduced
Verdad Advisers, LP21,170$40.9K0.04%00.0%Unchanged
Centiva Capital, LP18,443$35.6K0.00%−17,036−48.0%Reduced
SEI Investments Co13,005$25.1K0.00%00.0%Unchanged
Millennium Management LLC12,674$24.5K0.00%−55,756−81.5%Reduced
Squarepoint Ops LLC12,493$24.1K0.00%−9,493−43.2%Reduced
Ground Swell Capital, LLC11,475$22.1K0.02%+11,475New
Point72 Asset Management, L.P.10,365$20.0K0.00%−36,859−78.1%Reduced
Vanguard Asset Management, Ltd9,548$18.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,143$11.9K0.00%00.0%Unchanged
JNBA Financial Advisors2,358$4.55K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,647$3.18K0.00%−10,951−86.9%Reduced
Royal Bank of Canada1,613$3.00K0.00%+376+30.4%Added
WealthCollab, LLC1,399$2.70K0.00%00.0%Unchanged
Rhumbline Advisers705$1.36K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC129$2490.00%+129New
Nisa Investment Advisors, LLC127$2450.00%+1+0.8%Added
McGuire Capital Advisors Inc100$1930.00%00.0%Unchanged
BNP Paribas Arbitrage, SA76$1470.00%00.0%Unchanged
Citigroup Inc36$690.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd10$190.00%+8+400.0%Added
SBI Securities Co., Ltd.1$20.00%−3−75.0%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)0$00.00%−354,500−100.0%Sold out
Bright Valley Capital Ltd0$00.00%−266,760−100.0%Sold out
Marshall Wace, LLP0$00.00%−85,439−100.0%Sold out
HSBC Holdings PLC0$00.00%−67,886−100.0%Sold out
Quadrature Capital Ltd0$00.00%−63,172−100.0%Sold out
XTX Topco Ltd0$00.00%−21,280−100.0%Sold out
Police & Firemen's Retirement System of New Jersey0$00.00%−18,385−100.0%Sold out
IMC-Chicago, LLC0$00.00%−13,520−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−5,144−100.0%Sold out
Clear Street Markets LLC0$00.00%−3,475−100.0%Sold out