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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 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.

Institutional holdersQ4 2025: 55 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 2025: $175.6M
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 2025

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q3 2025.

Institutions holding DDL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$20.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1$20.00%00.0%Unchanged
Citigroup Inc37$920.00%+1+2.8%Added
BNP Paribas Arbitrage, SA76$1890.00%−1,875−96.1%Reduced
IMA Wealth, Inc.110$2730.00%+110New
EverSource Wealth Advisors, LLC121$3010.00%−384−76.0%Reduced
Group One Trading, L.P.160$3980.00%−2,183−93.2%Reduced
Bell Investment Advisors, Inc341$8500.00%00.0%Unchanged
Royal Bank of Canada509$1.00K0.00%−8−1.5%Reduced
Bank of America Corp628$1.56K0.00%−173,659−99.6%Reduced
Rhumbline Advisers705$1.75K0.00%−50−6.6%Reduced
Strategic Investment Solutions, Inc.1,000$2.49K0.00%+1,000New
WealthCollab, LLC1,399$3.48K0.00%+1,399New
JNBA Financial Advisors2,358$5.87K0.00%+2,358New
Oakum Bay Capital LLC6,000$14.9K0.01%+6,000New
Advisor Group Holdings, Inc.6,143$15.3K0.00%00.0%Unchanged
SEI Investments Co13,005$32.4K0.00%00.0%Unchanged
QRG Capital Management, Inc.15,489$38.6K0.00%+4,618+42.5%Added
Belvedere Trading LLC16,217$40.4K0.01%+16,217New
Millennium Management LLC17,730$44.1K0.00%−27,431−60.7%Reduced
Point72 Asset Management, L.P.22,030$54.9K0.00%+22,030New
Bank of New York Mellon Corp27,739$69.1K0.00%+1,005+3.8%Added
Two Sigma Advisers, LP48,800$121.5K0.00%−174,500−78.1%Reduced
Wells Fargo & Company50,000$124.5K0.00%+50,000New
Mangrove Partners53,141$132.3K0.01%+53,141New
Virtu Financial LLC70,371$175.0K0.01%+70,371New
Two Sigma Investments, LP85,098$211.9K0.00%+41,898+97.0%Added
Invesco Ltd.103,467$257.6K0.00%−5,249−4.8%Reduced
Susquehanna Portfolio Strategies, LLC110,112$274.2K0.00%−22,970−17.3%Reduced
Susquehanna International Group, LLP123,509$307.5K0.00%+96,480+356.9%Added
Jane Street Group, LLC124,560$310.2K0.00%−66,586−34.8%Reduced
Barclays PLC141,263$351.7K0.00%00.0%Unchanged
HSBC Holdings PLC160,682$400.1K0.00%+160,682New
California Public Employees Retirement System168,745$420.2K0.00%−95−0.1%Reduced
Public Employees Retirement System of Ohio223,125$555.6K0.00%00.0%Unchanged
UBS Group AG238,637$594.2K0.00%+3,508+1.5%Added
JPMorgan Chase & Co273,999$682.3K0.00%−235,311−46.2%Reduced
State Street Corp275,642$686.3K0.00%+16,034+6.2%Added
Goldman Sachs Group Inc284,683$708.9K0.00%−218,661−43.4%Reduced
Qube Research & Technologies Ltd307,416$765.5K0.00%−232,646−43.1%Reduced
Nomura Holdings Inc500,000$1.25M0.00%+500,000New
Marshall Wace, LLP538,715$1.34M0.00%−339,293−38.6%Reduced
Arrowstreet Capital, Limited Partnership719,359$1.79M0.00%−503,988−41.2%Reduced
Softbank Group Corp1,050,000$2.61M0.02%00.0%Unchanged
Renaissance Technologies LLC1,203,800$3.00M0.00%−411,709−25.5%Reduced
Acadian Asset Management LLC1,290,289$3.21M0.01%+347,390+36.8%Added
Morgan Stanley2,166,824$5.40M0.00%+1,350,775+165.5%Added
Allspring Global Investments Holdings, LLC3,020,244$7.52M0.01%+230,000+8.2%Added
Connor, Clark & Lunn Investment Management Ltd.3,112,182$7.75M0.02%−5,621−0.2%Reduced
Vanguard Group Inc4,392,395$10.9M0.00%−119,048−2.6%Reduced
Platinum Investment Management Ltd6,460,889$16.1M3.72%−216,857−3.2%Reduced
Boundless Plain Holdings Ltd7,989,001$19.9M6.34%+7,989,001New
SC China Holding Ltd10,091,839$28.7M1.68%−1,049,327−9.4%Reduced
Galileo (PTC) Ltd11,716,130$29.2M2.13%00.0%Unchanged
Capital Today Evergreen Fund, L.P.11,879,332$29.6M13.67%00.0%Unchanged
Walleye Capital LLC0$00.00%−511,458−100.0%Sold out
Man Group plc0$00.00%−474,868−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−304,692−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−302,680−100.0%Sold out
Citadel Advisors LLC0$00.00%−51,664−100.0%Sold out
Centiva Capital, LP0$00.00%−27,027−100.0%Sold out
Raymond James Financial Inc0$00.00%−25,000−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−2,000−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed
Point72 (DIFC) Ltd––––Not filed
Point72 Asia (Singapore) Pte. Ltd.––––Not filed