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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 2026

Institutional positions in Dingdong (Cayman) Ltd as of Mar 31, 2026. 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
61
+7 vs. Q4 2025
Shares held
69.9M
+5.21M (+8.0%) vs. Q4 2025
Total value
$180.1M
+$15.4M (+9.4%) vs. Q4 2025
New holders
23
14 more added
Sold out
16
12 more reduced

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 61 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 2026: $180.1M
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 2026

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q4 2025.

Institutions holding DDL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$30.5M17.65%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$30.1M2.95%00.0%Unchanged
SC China Holding Ltd10,091,839$26.3M1.74%00.0%Unchanged
Boundless Plain Holdings Ltd7,989,001$20.5M6.76%00.0%Unchanged
Platinum Investment Management Ltd6,486,507$16.7M4.20%+25,618+0.4%Added
Vanguard Capital Management LLC3,091,450$7.95M0.00%+3,091,450New
Allspring Global Investments Holdings, LLC3,020,244$7.76M0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.2,991,782$7.69M0.02%−120,400−3.9%Reduced
Barclays PLC2,853,663$7.33M0.00%+2,712,400+1,920.1%Added
Renaissance Technologies LLC1,403,400$3.61M0.01%+199,600+16.6%Added
Acadian Asset Management LLC1,305,823$3.35M0.00%+15,534+1.2%Added
Softbank Group Corp1,050,000$2.70M0.02%00.0%Unchanged
First Beijing Investment Ltd845,952$2.17M0.09%+845,952New
Vanguard Fiduciary Trust Co787,973$2.03M0.00%+787,973New
Morgan Stanley556,490$1.43M0.00%−1,610,334−74.3%Reduced
UBS Group AG491,968$1.26M0.00%+253,331+106.2%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)354,500$911.1K0.05%+354,500New
Susquehanna Portfolio Strategies, LLC348,544$895.8K0.01%+238,432+216.5%Added
State Street Corp272,415$700.1K0.00%−3,227−1.2%Reduced
Bright Valley Capital Ltd266,760$685.6K0.71%+266,760New
Jane Street Group, LLC258,737$665.0K0.00%+134,177+107.7%Added
Public Employees Retirement System of Ohio218,435$561.4K0.00%−4,690−2.1%Reduced
Anther Capital Ltd165,400$425.1K0.01%+165,400New
Goldman Sachs Group Inc157,337$404.4K0.00%−127,346−44.7%Reduced
California Public Employees Retirement System124,429$319.8K0.00%−44,316−26.3%Reduced
Schonfeld Strategic Advisors LLC122,231$314.1K0.00%+122,231New
Two Sigma Investments, LP113,798$292.5K0.00%+28,700+33.7%Added
Invesco Ltd.100,668$258.7K0.00%−2,799−2.7%Reduced
GAM Holding AG100,000$257.0K0.02%+100,000New
Marshall Wace, LLP85,439$219.6K0.00%−453,276−84.1%Reduced
Group One Trading, L.P.72,143$185.4K0.01%+71,983+44,989.4%Added
Millennium Management LLC68,430$175.9K0.00%+50,700+286.0%Added
HSBC Holdings PLC67,886$175.5K0.00%−92,796−57.8%Reduced
Quadrature Capital Ltd63,172$162.4K0.00%+63,172New
Susquehanna International Group, LLP53,240$136.8K0.00%−70,269−56.9%Reduced
Rangeley Capital, LLC50,000$128.5K0.14%+50,000New
Point72 Asset Management, L.P.47,224$121.4K0.00%+25,194+114.4%Added
Centiva Capital, LP35,479$91.2K0.00%+35,479New
Tairen Capital Ltd33,000$84.8K0.01%+33,000New
Bank of New York Mellon Corp27,358$70.3K0.00%−381−1.4%Reduced
Squarepoint Ops LLC21,986$56.5K0.00%+21,986New
XTX Topco Ltd21,280$54.7K0.00%+21,280New
Verdad Advisers, LP21,170$54.4K0.06%+21,170New
Police & Firemen's Retirement System of New Jersey18,385$47.2K0.00%+18,385New
IMC-Chicago, LLC13,520$34.7K0.00%+13,520New
SEI Investments Co13,005$33.4K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)12,598$32.4K0.00%+12,598New
Vanguard Asset Management, Ltd9,548$24.5K0.00%+9,548New
Advisor Group Holdings, Inc.6,143$15.8K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.5,144$13.2K0.00%+5,144New
Clear Street Markets LLC3,475$8.93K0.00%+3,475New
JNBA Financial Advisors2,358$6.06K0.00%00.0%Unchanged
WealthCollab, LLC1,399$3.60K0.00%00.0%Unchanged
Royal Bank of Canada1,237$3.00K0.00%+728+143.0%Added
Rhumbline Advisers705$1.81K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC126$3240.00%+126New
McGuire Capital Advisors Inc100$2570.00%+100New
BNP Paribas Arbitrage, SA76$1950.00%00.0%Unchanged
Citigroup Inc36$930.00%−1−2.7%Reduced
SBI Securities Co., Ltd.4$100.00%+3+300.0%Added
Caitong International Asset Management Co., Ltd2$50.00%+1+100.0%Added
Arrowstreet Capital, Limited Partnership0$00.00%−719,359−100.0%Sold out
Nomura Holdings Inc0$00.00%−500,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−307,416−100.0%Sold out
JPMorgan Chase & Co0$00.00%−273,999−100.0%Sold out
Virtu Financial LLC0$00.00%−70,371−100.0%Sold out
Mangrove Partners0$00.00%−53,141−100.0%Sold out
Wells Fargo & Company0$00.00%−50,000−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−48,800−100.0%Sold out
Belvedere Trading LLC0$00.00%−16,217−100.0%Sold out
QRG Capital Management, Inc.0$00.00%−15,489−100.0%Sold out
Oakum Bay Capital LLC0$00.00%−6,000−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−1,000−100.0%Sold out
Bank of America Corp0$00.00%−628−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−341−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−121−100.0%Sold out
IMA Wealth, Inc.0$00.00%−110−100.0%Sold out
Vanguard Group Inc––––Not filed