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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, Q3 2025

Institutional positions in Dingdong (Cayman) Ltd as of Sep 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
53
−4 vs. Q2 2025
Shares held
63.7M
−2.71M (−4.1%) vs. Q2 2025
Total value
$129.2M
−$4.85M (−3.6%) vs. Q2 2025
New holders
5
13 more added
Sold out
9
22 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 53 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 heldQ3 2025: $129.2M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q2 2025.

Institutions holding DDL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$24.6M6.91%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$24.3M2.19%00.0%Unchanged
SC China Holding Ltd11,141,166$20.5M1.07%00.0%Unchanged
Platinum Investment Management Ltd6,677,746$13.8M0.89%00.0%Unchanged
Vanguard Group Inc4,511,443$9.34M0.00%+48,638+1.1%Added
Connor, Clark & Lunn Investment Management Ltd.3,117,803$6.45M0.02%−55,383−1.7%Reduced
Allspring Global Investments Holdings, LLC2,790,244$5.78M0.01%−180,000−6.1%Reduced
Renaissance Technologies LLC1,615,509$3.34M0.00%+333,809+26.0%Added
Arrowstreet Capital, Limited Partnership1,223,347$2.53M0.00%−164,425−11.8%Reduced
Softbank Group Corp1,050,000$2.17M0.01%00.0%Unchanged
Acadian Asset Management LLC942,899$1.95M0.00%−254,358−21.2%Reduced
Marshall Wace, LLP878,008$1.82M0.00%−222,388−20.2%Reduced
Morgan Stanley816,049$1.69M0.00%−266,733−24.6%Reduced
Qube Research & Technologies Ltd540,062$1.12M0.00%+48,947+10.0%Added
Walleye Capital LLC511,458$1.06M0.01%+6,060+1.2%Added
JPMorgan Chase & Co509,310$1.05M0.00%−459,095−47.4%Reduced
Goldman Sachs Group Inc503,344$1.04M0.00%+6,862+1.4%Added
Man Group plc474,868$983.0K0.00%−56,367−10.6%Reduced
Gsa Capital Partners LLP304,692$631.0K0.05%+199,033+188.4%Added
Harvest Fund Management Co., Ltd302,680$627.0K0.03%00.0%Unchanged
State Street Corp259,608$537.4K0.00%+4,659+1.8%Added
UBS Group AG235,129$486.7K0.00%+202,772+626.7%Added
Two Sigma Advisers, LP223,300$462.2K0.00%+154,400+224.1%Added
Public Employees Retirement System of Ohio223,125$461.9K0.00%+16,919+8.2%Added
Jane Street Group, LLC191,146$395.7K0.00%−52,994−21.7%Reduced
Bank of America Corp174,287$360.8K0.00%−170,588−49.5%Reduced
California Public Employees Retirement System168,840$349.5K0.00%−22,875−11.9%Reduced
Barclays PLC141,263$292.4K0.00%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC133,082$275.5K0.00%−68,298−33.9%Reduced
Invesco Ltd.108,716$225.0K0.00%−1,184−1.1%Reduced
Citadel Advisors LLC51,664$106.9K0.00%−349,404−87.1%Reduced
Millennium Management LLC45,161$93.5K0.00%−164,198−78.4%Reduced
Two Sigma Investments, LP43,200$89.4K0.00%+43,200New
Susquehanna International Group, LLP27,029$56.0K0.00%+1,114+4.3%Added
Centiva Capital, LP27,027$55.9K0.01%+27,027New
Bank of New York Mellon Corp26,734$55.3K0.00%+26,734New
Raymond James Financial Inc25,000$51.8K0.00%+10,000+66.7%Added
Cubist Systematic Strategies, LLC24,454$50.6K0.00%+3,939+19.2%Added
SEI Investments Co13,005$26.9K0.00%−720−5.2%Reduced
QRG Capital Management, Inc.10,871$22.5K0.00%−4,922−31.2%Reduced
Advisor Group Holdings, Inc.6,143$12.7K0.00%00.0%Unchanged
Group One Trading, L.P.2,343$4.85K0.00%+2,343New
The PNC Financial Services Group, Inc.2,000$4.14K0.00%+2,000New
BNP Paribas Arbitrage, SA1,951$4.04K0.00%−31,321−94.1%Reduced
Rhumbline Advisers755$1.56K0.00%−60−7.4%Reduced
EverSource Wealth Advisors, LLC505$1.04K0.00%00.0%Unchanged
Royal Bank of Canada517$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc341$7060.00%00.0%Unchanged
Citigroup Inc36$750.00%00.0%Unchanged
Point72 (DIFC) Ltd21$430.00%−2,879−99.3%Reduced
Point72 Asia (Singapore) Pte. Ltd.2$40.00%−8,431−100.0%Reduced
Caitong International Asset Management Co., Ltd1$20.00%−2,688−100.0%Reduced
SBI Securities Co., Ltd.1$20.00%00.0%Unchanged
Kim, LLC0$00.00%−928,008−100.0%Sold out
XTX Topco Ltd0$00.00%−165,526−100.0%Sold out
Caxton Associates LLP0$00.00%−72,668−100.0%Sold out
Squarepoint Ops LLC0$00.00%−50,993−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−30,400−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−26,818−100.0%Sold out
Quadrature Capital Ltd0$00.00%−26,583−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−7,232−100.0%Sold out
Lazard Asset Management LLC0$00.00%−2,570−100.0%Sold out
Norges Bank––––Not filed