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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 2024

Institutional positions in Dingdong (Cayman) Ltd as of Dec 31, 2024. 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
66
+17 vs. Q3 2024
Shares held
73.7M
+13.2M (+21.8%) vs. Q3 2024
Total value
$243.3M
+$33.3M (+15.9%) vs. Q3 2024
New holders
25
24 more added
Sold out
8
9 more reduced

Compare with Q3 2024: 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 2024: 66 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 2024: $243.3M
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 2024

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q3 2024.

Institutions holding DDL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$39.0M13.83%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$38.4M67.69%00.0%Unchanged
SC China Holding Ltd11,141,166$38.2M1.61%00.0%Unchanged
Platinum Investment Management Ltd8,125,973$26.7M1.57%−432,543−5.1%Reduced
Vanguard Group Inc5,459,769$17.9M0.00%+42,772+0.8%Added
Acadian Asset Management LLC2,650,899$8.67M0.03%+1,522,043+134.8%Added
Goldman Sachs Group Inc2,211,716$7.25M0.00%−122,117−5.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,020,816$6.63M0.03%+1,336,471+195.3%Added
Marshall Wace, LLP1,924,912$6.31M0.01%+1,198,006+164.8%Added
Arrowstreet Capital, Limited Partnership1,776,675$5.83M0.00%+1,419,190+397.0%Added
UBS Group AG1,546,161$5.07M0.00%+1,503,411+3,516.8%Added
Morgan Stanley1,511,194$4.96M0.00%+831,861+122.5%Added
Softbank Group Corp1,050,000$3.44M0.01%00.0%Unchanged
Renaissance Technologies LLC1,018,975$3.34M0.00%−316,818−23.7%Reduced
Kim, LLC928,008$3.04M0.43%00.0%Unchanged
Millennium Management LLC813,024$2.67M0.00%+171,832+26.8%Added
Polymer Capital Management (HK) LTD789,648$2.59M0.45%+789,648New
Walleye Capital LLC679,022$2.23M0.02%+679,022New
UBS Asset Management Americas Inc597,053$1.96M0.00%+597,053New
Healthcare of Ontario Pension Plan Trust Fund571,200$1.87M0.00%+571,200New
Lazard Asset Management LLC569,341$1.87M0.00%+569,341New
Allspring Global Investments Holdings, LLC365,000$1.20M0.00%+365,000New
JPMorgan Chase & Co364,696$1.20M0.00%+265,762+268.6%Added
Numerai GP LLC347,031$1.14M0.31%+302,444+678.3%Added
California Public Employees Retirement System314,487$1.03M0.00%+127,320+68.0%Added
Cubist Systematic Strategies, LLC310,603$1.02M0.02%+276,228+803.6%Added
Harvest Fund Management Co., Ltd302,680$993.0K0.05%+300,000+11,194.0%Added
State Street Corp266,155$873.0K0.00%+13,036+5.2%Added
Bank of America Corp238,461$782.2K0.00%+223,052+1,447.5%Added
Jane Street Group, LLC237,922$780.4K0.00%−10,267−4.1%Reduced
CWM Advisors, LLC205,620$674.4K0.08%+205,620New
Jump Financial, LLC156,100$512.0K0.01%+156,100New
Gsa Capital Partners LLP145,404$477.0K0.04%+72,843+100.4%Added
Public Employees Retirement System of Ohio122,661$402.3K0.00%+53,885+78.3%Added
Quadrature Capital Ltd120,540$396.0K0.01%+72,854+152.8%Added
Citadel Advisors LLC119,502$392.0K0.00%−13,445−10.1%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management118,539$388.8K0.00%00.0%Unchanged
Invesco Ltd.114,225$374.7K0.00%−1,000−0.9%Reduced
New York State Common Retirement Fund88,389$289.9K0.00%+23,774+36.8%Added
Simplex Trading, LLC88,201$289.0K0.01%+86,156+4,213.0%Added
Russell Investments Group, Ltd.75,093$269.6K0.00%00.0%Unchanged
Point72 Asset Management, L.P.75,500$247.6K0.00%+75,500New
Squarepoint Ops LLC74,720$245.1K0.00%+74,720New
Qube Research & Technologies Ltd65,645$215.3K0.00%+65,645New
SEI Investments Co59,617$195.5K0.00%+34,747+139.7%Added
Cornerstone Investment Partners, LLC48,892$160.4K0.01%+48,892New
B. Metzler seel. Sohn & Co. AG47,830$156.9K0.00%+47,830New
Centiva Capital, LP38,645$126.8K0.00%−9,329−19.4%Reduced
Two Sigma Investments, LP33,516$109.9K0.00%+33,516New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,986$104.9K0.00%+31,986New
Engineers Gate Manager LP21,441$70.3K0.00%+21,441New
Diametric Capital, LP19,110$62.7K0.04%+19,110New
Two Sigma Advisers, LP14,300$46.9K0.00%+14,300New
Point72 Asia (Singapore) Pte. Ltd.12,866$42.2K0.01%+9,797+319.2%Added
Advisor Group Holdings, Inc.12,285$40.3K0.00%+11,583+1,650.0%Added
Susquehanna Fundamental Investments, LLC10,694$35.1K0.00%+10,694New
Group One Trading, L.P.10,399$34.1K0.00%+10,399New
Bank of Nova Scotia10,039$32.9K0.00%+10,039New
Mirae Asset Global Investments Co., Ltd.3,986$14.3K0.00%+3,986New
Rhumbline Advisers3,690$12.1K0.00%+472+14.7%Added
Tower Research Capital LLC (TRC)600$1.97K0.00%−2,305−79.3%Reduced
Bell Investment Advisors, Inc341$1.12K0.00%−211−38.2%Reduced
Caitong International Asset Management Co., Ltd152$4990.00%+152New
BNP Paribas Arbitrage, SA112$3670.00%+112New
Citigroup Inc36$1180.00%00.0%Unchanged
SBI Securities Co., Ltd.1$30.00%+1New
XTX Topco Ltd0$00.00%−63,494−100.0%Sold out
Baader Bank INC0$00.00%−35,272−100.0%Sold out
Virtu Financial LLC0$00.00%−32,419−100.0%Sold out
HRT Financial LP0$00.00%−16,921−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−16,883−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−23,200−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−9,400−100.0%Sold out
Royal Bank of Canada0$00.00%−376−100.0%Sold out