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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 2025

Institutional positions in Dingdong (Cayman) Ltd as of Jun 30, 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
58
−1 vs. Q1 2025
Shares held
66.7M
−5.26M (−7.3%) vs. Q1 2025
Total value
$134.7M
−$58.5M (−30.3%) vs. Q1 2025
New holders
12
16 more added
Sold out
13
19 more reduced

Compare with Q1 2025: 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 2025: 58 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 2025: $134.7M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q1 2025.

Institutions holding DDL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$24.0M8.38%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$23.7M1.27%00.0%Unchanged
SC China Holding Ltd11,141,166$22.5M1.16%00.0%Unchanged
Platinum Investment Management Ltd6,677,746$13.5M0.90%−1,448,227−17.8%Reduced
Vanguard Group Inc4,462,805$9.01M0.00%−1,023,796−18.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.3,173,186$6.41M0.02%+531,352+20.1%Added
Allspring Global Investments Holdings, LLC2,970,244$6.00M0.01%−70,000−2.3%Reduced
Arrowstreet Capital, Limited Partnership1,387,772$2.80M0.00%+1,821+0.1%Added
Renaissance Technologies LLC1,281,700$2.59M0.00%+227,077+21.5%Added
Acadian Asset Management LLC1,197,257$2.41M0.00%−551,385−31.5%Reduced
Marshall Wace, LLP1,100,396$2.22M0.00%−249,512−18.5%Reduced
Morgan Stanley1,082,782$2.19M0.00%−233,370−17.7%Reduced
Softbank Group Corp1,050,000$2.12M0.01%00.0%Unchanged
JPMorgan Chase & Co968,405$1.96M0.00%+386,795+66.5%Added
Kim, LLC928,008$1.87M0.19%00.0%Unchanged
Man Group plc531,235$1.07M0.00%+102,830+24.0%Added
Walleye Capital LLC505,398$1.02M0.01%−93,243−15.6%Reduced
Goldman Sachs Group Inc496,482$1.00M0.00%−1,561,335−75.9%Reduced
Qube Research & Technologies Ltd491,115$992.1K0.00%+362,974+283.3%Added
Citadel Advisors LLC401,068$810.2K0.00%+107,149+36.5%Added
Bank of America Corp344,875$696.6K0.00%+38,756+12.7%Added
Harvest Fund Management Co., Ltd302,680$611.0K0.03%00.0%Unchanged
Norges Bank293,800$593.5K0.00%+293,800New
State Street Corp254,949$515.0K0.00%−12,380−4.6%Reduced
Jane Street Group, LLC244,140$493.2K0.00%+170,146+229.9%Added
Millennium Management LLC209,359$422.9K0.00%−290,269−58.1%Reduced
Public Employees Retirement System of Ohio206,206$416.5K0.00%+54,563+36.0%Added
Susquehanna Portfolio Strategies, LLC201,380$406.8K0.01%+201,380New
California Public Employees Retirement System191,715$387.3K0.00%−127,164−39.9%Reduced
XTX Topco Ltd165,526$334.4K0.01%+165,526New
Barclays PLC141,263$285.4K0.00%+141,263New
Invesco Ltd.109,900$222.0K0.00%−6,986−6.0%Reduced
Gsa Capital Partners LLP105,659$213.0K0.01%−152,646−59.1%Reduced
Caxton Associates LLP72,668$146.8K0.00%+72,668New
Two Sigma Advisers, LP68,900$139.2K0.00%+39,500+134.4%Added
Squarepoint Ops LLC50,993$103.0K0.00%−61,536−54.7%Reduced
BNP Paribas Arbitrage, SA33,272$67.2K0.00%+33,196+43,678.9%Added
UBS Group AG32,357$65.4K0.00%−528,470−94.2%Reduced
Point72 Asset Management, L.P.30,400$61.4K0.00%−14,030−31.6%Reduced
Y-Intercept (Hong Kong) Ltd26,818$54.2K0.00%+26,818New
Quadrature Capital Ltd26,583$53.7K0.00%−2,489−8.6%Reduced
Susquehanna International Group, LLP25,915$52.3K0.00%+25,915New
Cubist Systematic Strategies, LLC20,515$41.4K0.00%+20,515New
QRG Capital Management, Inc.15,793$31.9K0.00%+15,793New
Raymond James Financial Inc15,000$30.3K0.00%00.0%Unchanged
SEI Investments Co13,725$27.7K0.00%−86,756−86.3%Reduced
Point72 Asia (Singapore) Pte. Ltd.8,433$17.0K0.00%+8,431+421,550.0%Added
Tower Research Capital LLC (TRC)7,232$14.6K0.00%+1,343+22.8%Added
Advisor Group Holdings, Inc.6,143$12.4K0.00%+560+10.0%Added
Point72 (DIFC) Ltd2,900$5.86K0.00%+2,900New
Caitong International Asset Management Co., Ltd2,689$5.43K0.00%+1,042+63.3%Added
Lazard Asset Management LLC2,570$5.00K0.00%−442,378−99.4%Reduced
Rhumbline Advisers815$1.65K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC505$1.02K0.00%+505New
Royal Bank of Canada517$1.00K0.00%+517New
Bell Investment Advisors, Inc341$6890.00%00.0%Unchanged
Citigroup Inc36$730.00%00.0%Unchanged
SBI Securities Co., Ltd.1$20.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−571,200−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−508,476−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−47,830−100.0%Sold out
Centiva Capital, LP0$00.00%−36,693−100.0%Sold out
New York State Common Retirement Fund0$00.00%−34,445−100.0%Sold out
Mackenzie Financial Corp0$00.00%−30,108−100.0%Sold out
Numerai GP LLC0$00.00%−29,193−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,847−100.0%Sold out
Group One Trading, L.P.0$00.00%−14,529−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−13,963−100.0%Sold out
Simplex Trading, LLC0$00.00%−12,732−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−10,694−100.0%Sold out
Bank of Nova Scotia0$00.00%−10,264−100.0%Sold out