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 2025
Institutional positions in Dingdong (Cayman) Ltd as of Dec 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
- 55
- +5 vs. Q3 2025
- Shares held
- 69.1M
- +5.46M (+8.6%) vs. Q3 2025
- Total value
- $175.6M
- +$46.4M (+36.0%) vs. Q3 2025
- New holders
- 13
- 10 more added
- Sold out
- 8
- 22 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 55 | $132.7M |
| Q1 2026 | 61 | $180.1M |
| Q4 2025 | 55 | $175.6M |
| Q3 2025 | 53 | $129.2M |
| Q2 2025 | 58 | $134.7M |
| Q1 2025 | 59 | $193.2M |
| Q4 2024 | 66 | $243.3M |
| Q3 2024 | 49 | $210.0M |
| Q2 2024 | 33 | $110.9M |
| Q1 2024 | 38 | $69.3M |
| Q4 2023 | 40 | $83.7M |
| Q3 2023 | 42 | $111.5M |
| Q2 2023 | 41 | $180.0M |
| Q1 2023 | 46 | $222.6M |
| Q4 2022 | 39 | $241.3M |
| Q3 2022 | 27 | $197.0M |
| Q2 2022 | 26 | $290.3M |
| Q1 2022 | 23 | $215.5M |
| Q4 2021 | 18 | $386.8M |
| Q3 2021 | 14 | $550.4M |
| Q2 2021 | 14 | $634.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Today Evergreen Fund, L.P. | 11,879,332 | $29.6M | 13.67% | 00.0% | Unchanged |
| Galileo (PTC) Ltd | 11,716,130 | $29.2M | 2.13% | 00.0% | Unchanged |
| SC China Holding Ltd | 10,091,839 | $28.7M | 1.68% | −1,049,327−9.4% | Reduced |
| Boundless Plain Holdings Ltd | 7,989,001 | $19.9M | 6.34% | +7,989,001 | New |
| Platinum Investment Management Ltd | 6,460,889 | $16.1M | 3.72% | −216,857−3.2% | Reduced |
| Vanguard Group Inc | 4,392,395 | $10.9M | 0.00% | −119,048−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,112,182 | $7.75M | 0.02% | −5,621−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,020,244 | $7.52M | 0.01% | +230,000+8.2% | Added |
| Morgan Stanley | 2,166,824 | $5.40M | 0.00% | +1,350,775+165.5% | Added |
| Acadian Asset Management LLC | 1,290,289 | $3.21M | 0.01% | +347,390+36.8% | Added |
| Renaissance Technologies LLC | 1,203,800 | $3.00M | 0.00% | −411,709−25.5% | Reduced |
| Softbank Group Corp | 1,050,000 | $2.61M | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 719,359 | $1.79M | 0.00% | −503,988−41.2% | Reduced |
| Marshall Wace, LLP | 538,715 | $1.34M | 0.00% | −339,293−38.6% | Reduced |
| Nomura Holdings Inc | 500,000 | $1.25M | 0.00% | +500,000 | New |
| Qube Research & Technologies Ltd | 307,416 | $765.5K | 0.00% | −232,646−43.1% | Reduced |
| Goldman Sachs Group Inc | 284,683 | $708.9K | 0.00% | −218,661−43.4% | Reduced |
| State Street Corp | 275,642 | $686.3K | 0.00% | +16,034+6.2% | Added |
| JPMorgan Chase & Co | 273,999 | $682.3K | 0.00% | −235,311−46.2% | Reduced |
| UBS Group AG | 238,637 | $594.2K | 0.00% | +3,508+1.5% | Added |
| Public Employees Retirement System of Ohio | 223,125 | $555.6K | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 168,745 | $420.2K | 0.00% | −95−0.1% | Reduced |
| HSBC Holdings PLC | 160,682 | $400.1K | 0.00% | +160,682 | New |
| Barclays PLC | 141,263 | $351.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 124,560 | $310.2K | 0.00% | −66,586−34.8% | Reduced |
| Susquehanna International Group, LLP | 123,509 | $307.5K | 0.00% | +96,480+356.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 110,112 | $274.2K | 0.00% | −22,970−17.3% | Reduced |
| Invesco Ltd. | 103,467 | $257.6K | 0.00% | −5,249−4.8% | Reduced |
| Two Sigma Investments, LP | 85,098 | $211.9K | 0.00% | +41,898+97.0% | Added |
| Virtu Financial LLC | 70,371 | $175.0K | 0.01% | +70,371 | New |
| Mangrove Partners | 53,141 | $132.3K | 0.01% | +53,141 | New |
| Wells Fargo & Company | 50,000 | $124.5K | 0.00% | +50,000 | New |
| Two Sigma Advisers, LP | 48,800 | $121.5K | 0.00% | −174,500−78.1% | Reduced |
| Bank of New York Mellon Corp | 27,739 | $69.1K | 0.00% | +1,005+3.8% | Added |
| Point72 Asset Management, L.P. | 22,030 | $54.9K | 0.00% | +22,030 | New |
| Millennium Management LLC | 17,730 | $44.1K | 0.00% | −27,431−60.7% | Reduced |
| Belvedere Trading LLC | 16,217 | $40.4K | 0.01% | +16,217 | New |
| QRG Capital Management, Inc. | 15,489 | $38.6K | 0.00% | +4,618+42.5% | Added |
| SEI Investments Co | 13,005 | $32.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,143 | $15.3K | 0.00% | 00.0% | Unchanged |
| Oakum Bay Capital LLC | 6,000 | $14.9K | 0.01% | +6,000 | New |
| JNBA Financial Advisors | 2,358 | $5.87K | 0.00% | +2,358 | New |
| WealthCollab, LLC | 1,399 | $3.48K | 0.00% | +1,399 | New |
| Strategic Investment Solutions, Inc. | 1,000 | $2.49K | 0.00% | +1,000 | New |
| Rhumbline Advisers | 705 | $1.75K | 0.00% | −50−6.6% | Reduced |
| Bank of America Corp | 628 | $1.56K | 0.00% | −173,659−99.6% | Reduced |
| Royal Bank of Canada | 509 | $1.00K | 0.00% | −8−1.5% | Reduced |
| Bell Investment Advisors, Inc | 341 | $850 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 160 | $398 | 0.00% | −2,183−93.2% | Reduced |
| EverSource Wealth Advisors, LLC | 121 | $301 | 0.00% | −384−76.0% | Reduced |
| IMA Wealth, Inc. | 110 | $273 | 0.00% | +110 | New |
| BNP Paribas Arbitrage, SA | 76 | $189 | 0.00% | −1,875−96.1% | Reduced |
| Citigroup Inc | 37 | $92 | 0.00% | +1+2.8% | Added |
| SBI Securities Co., Ltd. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −511,458−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −474,868−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −304,692−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −302,680−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −51,664−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −27,027−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |