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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, Q4 2023

Institutional positions in Dingdong (Cayman) Ltd as of Dec 31, 2023. 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
40
−2 vs. Q3 2023
Shares held
57.7M
+516.7K (+0.9%) vs. Q3 2023
Total value
$83.7M
−$27.7M (−24.9%) vs. Q3 2023
New holders
6
8 more added
Sold out
8
10 more reduced

Compare with Q3 2023: 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 holdersQ4 2023: 40 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 heldQ4 2023: $83.7M
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: $111.5MQ4 2023: $83.7MQ1 2024: $69.3MQ2 2024: $110.9MQ3 2024: $210.0MQ4 2024: $243.3MQ1 2025: $193.2MQ2 2025: $134.7MQ3 2025: $129.2MQ4 2025: $175.6MQ1 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$175.6M
Q3 202553$129.2M
Q2 202558$134.7M
Q1 202559$193.2M
Q4 202466$243.3M
Q3 202449$210.0M
Q2 202433$110.9M
Q1 202438$69.3M
Q4 202340$83.7M
Q3 202342$111.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q3 2023.

Institutions holding DDL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$17.8M4.73%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$17.6M0.76%00.0%Unchanged
Platinum Investment Management Ltd9,308,945$14.0M0.57%+166,736+1.8%Added
SC China Holding Ltd11,141,166$13.9M1.60%00.0%Unchanged
Vanguard Group Inc4,831,709$7.25M0.00%+58,600+1.2%Added
Goldman Sachs Group Inc2,453,158$3.68M0.00%−1,572−0.1%Reduced
Softbank Group Corp1,050,000$1.57M0.01%00.0%Unchanged
Kim, LLC928,008$1.39M0.14%00.0%Unchanged
BlackRock Inc.804,833$1.21M0.00%+49,098+6.5%Added
Barclays PLC555,613$833.4K0.00%00.0%Unchanged
State Street Corp554,517$831.8K0.00%+45,195+8.9%Added
Morgan Stanley479,424$719.1K0.00%−10,595−2.2%Reduced
Renaissance Technologies LLC318,400$478.0K0.00%+80,400+33.8%Added
JPMorgan Chase & Co275,603$413.4K0.00%+120,058+77.2%Added
California Public Employees Retirement System228,602$342.9K0.00%00.0%Unchanged
Nomura Holdings Inc209,000$313.5K0.00%00.0%Unchanged
Marshall Wace, LLP198,071$297.1K0.00%+198,071New
Invesco Ltd.118,866$178.3K0.00%−13,309−10.1%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management118,539$177.8K0.00%00.0%Unchanged
Nuveen Asset Management, LLC72,900$109.3K0.00%00.0%Unchanged
Northern Trust Corp72,612$108.9K0.00%+59,038+434.9%Added
Susquehanna Portfolio Strategies, LLC64,405$96.6K0.00%+64,405New
Millennium Management LLC60,063$90.1K0.00%+60,063New
China Universal Asset Management Co., Ltd.53,514$80.3K0.02%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.48,975$73.5K0.00%−65,321−57.2%Reduced
Bridgeway Capital Management, LLC44,100$66.2K0.00%−21,100−32.4%Reduced
Jane Street Group, LLC22,882$34.3K0.00%−33,534−59.4%Reduced
Alliancebernstein L.P.19,980$30.0K0.00%00.0%Unchanged
Citigroup Inc15,047$22.6K0.00%00.0%Unchanged
Engineers Gate Manager LP12,351$18.5K0.00%+12,351New
Legal & General Group Plc11,238$16.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,659$8.49K0.00%−7,333−56.4%Reduced
US Bancorp5,252$7.88K0.00%+5,252New
Rhumbline Advisers3,245$4.87K0.00%00.0%Unchanged
Bank of America Corp1,765$2.65K0.00%+1,137+181.1%Added
WealthCollab, LLC1,055$1.58K0.00%+1,055New
Bell Investment Advisors, Inc552$8280.00%−8−1.4%Reduced
EverSource Wealth Advisors, LLC294$4410.00%00.0%Unchanged
UBS Group AG129$1940.00%−23,200−99.4%Reduced
Royal Bank of Canada25$00.00%−1,589−98.5%Reduced
Susquehanna International Group, LLP0$00.00%−104,425−100.0%Sold out
Penserra Capital Management LLC0$00.00%−70,022−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−17,600−100.0%Sold out
Virtu Financial LLC0$00.00%−11,376−100.0%Sold out
JustInvest LLC0$00.00%−11,033−100.0%Sold out
HRT Financial LP0$00.00%−10,666−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,056−100.0%Sold out
Citadel Advisors LLC0$00.00%−17−100.0%Sold out