Youdao Inc. - ADRDAO
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 32 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, down 1 from Q1 2026. 4 opened new positions and 4 sold out. The largest holders were Orbis Allan Gray Ltd ($80.7M), NetEase, Inc. ($35.6M) and Vanguard Capital Management LLC ($10.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Youdao Inc. - ADR
- CUSIP
- 98741T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $163K |
| Exits | 4 | $564K |
All 13F filers, Q1 2026 → Q2 2026: 43,796 shares bought and 362,400 shares sold, net −318,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Orbis Allan Gray Ltd | 0.28% | Reduce -2.6% | 6,563,497 | $80.7M |
| NetEase, Inc. | 4.66% | No change | 2,898,293 | $35.6M |
| Vanguard Capital Management LLC | 0.00% | Add +0.9% | 840,158 | $10.3M |
| Acadian Asset Management LLC | 0.00% | Reduce -23.1% | 227,454 | $2.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 211,666 | $2.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -6.5% | 211,199 | $2.6M |
| UBS Group AG | 0.00% | Add +19.5% | 65,644 | $807K |
| Gsa Capital Partners LLP | 0.05% | Reduce -8.7% | 62,966 | $774K |
| Citadel Advisors | 0.00% | Add +17.0% | 59,247 | $729K |
| Renaissance Technologies | 0.00% | Reduce -7.7% | 58,600 | $721K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.2% | 46,477 | $572K |
| California Public Employees Retirement System | 0.00% | Reduce -2.5% | 36,047 | $443K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.8% | 28,104 | $346K |
| Invesco Ltd. | 0.00% | Reduce -12.2% | 23,744 | $292K |
| Savant Capital, LLC | 0.00% | New | 13,572 | $150K |
| Morgan Stanley | 0.00% | Reduce -69.0% | 6,883 | $85K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 3,843 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +240.7% | 2,957 | $36K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $25K |
| Rhumbline Advisers | 0.00% | No change | 1,219 | $15K |
| Group One Trading LLC | 0.00% | Reduce -68.8% | 986 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | New | 809 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $6K |
| Royal Bank of Canada | 0.00% | Add +15.0% | 230 | $3K |
| Quarry LP | 0.00% | New | 215 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.4% | 73 | $898 |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $750 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $615 |
| Osaic Holdings, Inc. | 0.00% | Add +126.3% | 43 | $529 |
| Stone House Investment Management, LLC | 0.00% | No change | 42 | $517 |
| Wells Fargo & Company | 0.00% | New | 10 | $123 |
| Ameritas Advisory Services, LLC | 0.00% | No change | 7 | $86 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.