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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, Q1 2025

Institutional positions in Dingdong (Cayman) Ltd as of Mar 31, 2025. 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
59
−7 vs. Q4 2024
Shares held
71.9M
−1.74M (−2.4%) vs. Q4 2024
Total value
$193.2M
−$50.1M (−20.6%) vs. Q4 2024
New holders
4
20 more added
Sold out
11
22 more reduced

Compare with Q4 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 holdersQ1 2025: 59 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 heldQ1 2025: $193.2M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q4 2024.

Institutions holding DDL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$32.1M9.76%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$31.6M48.41%00.0%Unchanged
SC China Holding Ltd11,141,166$29.1M1.71%00.0%Unchanged
Platinum Investment Management Ltd8,125,973$21.9M1.27%00.0%Unchanged
Vanguard Group Inc5,486,601$14.8M0.00%+26,832+0.5%Added
Allspring Global Investments Holdings, LLC3,040,244$8.21M0.01%+2,675,244+732.9%Added
Connor, Clark & Lunn Investment Management Ltd.2,641,834$7.13M0.03%+621,018+30.7%Added
Goldman Sachs Group Inc2,057,817$5.56M0.00%−153,899−7.0%Reduced
Acadian Asset Management LLC1,748,642$4.71M0.01%−902,257−34.0%Reduced
Arrowstreet Capital, Limited Partnership1,385,951$3.74M0.00%−390,724−22.0%Reduced
Marshall Wace, LLP1,349,908$3.64M0.00%−575,004−29.9%Reduced
Morgan Stanley1,316,152$3.55M0.00%−195,042−12.9%Reduced
Renaissance Technologies LLC1,054,623$2.85M0.00%+35,648+3.5%Added
Softbank Group Corp1,050,000$2.83M0.01%00.0%Unchanged
Kim, LLC928,008$2.51M0.40%00.0%Unchanged
Walleye Capital LLC598,641$1.62M0.02%−80,381−11.8%Reduced
JPMorgan Chase & Co581,610$1.57M0.00%+216,914+59.5%Added
Healthcare of Ontario Pension Plan Trust Fund571,200$1.54M0.00%00.0%Unchanged
UBS Group AG560,827$1.51M0.00%−985,334−63.7%Reduced
UBS Asset Management Americas Inc508,476$1.37M0.00%−88,577−14.8%Reduced
Millennium Management LLC499,628$1.35M0.00%−313,396−38.5%Reduced
Lazard Asset Management LLC444,948$1.20M0.00%−124,393−21.8%Reduced
Man Group plc428,405$1.16M0.00%+428,405New
California Public Employees Retirement System318,879$861.0K0.00%+4,392+1.4%Added
Bank of America Corp306,119$826.5K0.00%+67,658+28.4%Added
Harvest Fund Management Co., Ltd302,680$817.0K0.04%00.0%Unchanged
Citadel Advisors LLC293,919$793.6K0.00%+174,417+146.0%Added
State Street Corp267,329$721.8K0.00%+1,174+0.4%Added
Gsa Capital Partners LLP258,305$697.0K0.06%+112,901+77.6%Added
Public Employees Retirement System of Ohio151,643$409.4K0.00%+28,982+23.6%Added
Qube Research & Technologies Ltd128,141$346.0K0.00%+62,496+95.2%Added
Invesco Ltd.116,886$315.6K0.00%+2,661+2.3%Added
Squarepoint Ops LLC112,529$303.8K0.00%+37,809+50.6%Added
SEI Investments Co100,481$271.3K0.00%+40,864+68.5%Added
Jane Street Group, LLC73,994$199.8K0.00%−163,928−68.9%Reduced
B. Metzler seel. Sohn & Co. AG47,830$129.1K0.00%00.0%Unchanged
Point72 Asset Management, L.P.44,430$120.0K0.00%−31,070−41.2%Reduced
Centiva Capital, LP36,693$99.1K0.01%−1,952−5.1%Reduced
New York State Common Retirement Fund34,445$93.0K0.00%−53,944−61.0%Reduced
Mackenzie Financial Corp30,108$81.3K0.00%+30,108New
Two Sigma Advisers, LP29,400$79.4K0.00%+15,100+105.6%Added
Numerai GP LLC29,193$78.8K0.01%−317,838−91.6%Reduced
Quadrature Capital Ltd29,072$78.6K0.00%−91,468−75.9%Reduced
Engineers Gate Manager LP20,847$56.3K0.00%−594−2.8%Reduced
Raymond James Financial Inc15,000$40.5K0.00%+15,000New
Group One Trading, L.P.14,529$39.2K0.00%+4,130+39.7%Added
Two Sigma Securities, LLC13,963$37.7K0.01%+13,963New
Simplex Trading, LLC12,732$34.0K0.00%−75,469−85.6%Reduced
Susquehanna Fundamental Investments, LLC10,694$28.9K0.00%00.0%Unchanged
Bank of Nova Scotia10,264$27.7K0.00%+225+2.2%Added
Tower Research Capital LLC (TRC)5,889$15.9K0.00%+5,289+881.5%Added
Advisor Group Holdings, Inc.5,583$15.1K0.00%−6,702−54.6%Reduced
Caitong International Asset Management Co., Ltd1,647$4.45K0.00%+1,495+983.6%Added
Rhumbline Advisers815$2.20K0.00%−2,875−77.9%Reduced
Bell Investment Advisors, Inc341$9210.00%00.0%Unchanged
BNP Paribas Arbitrage, SA76$2050.00%−36−32.1%Reduced
Citigroup Inc36$970.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.2$50.00%−12,864−100.0%Reduced
SBI Securities Co., Ltd.1$30.00%00.0%Unchanged
Polymer Capital Management (HK) LTD0$00.00%−789,648−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−310,603−100.0%Sold out
CWM Advisors, LLC0$00.00%−205,620−100.0%Sold out
Jump Financial, LLC0$00.00%−156,100−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−118,539−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−75,093−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−48,892−100.0%Sold out
Two Sigma Investments, LP0$00.00%−33,516−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−31,986−100.0%Sold out
Diametric Capital, LP0$00.00%−19,110−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−3,986−100.0%Sold out