Youdao Inc. - ADRDAO

13F holders, Q1 2024 (March 31)
33holders
2famous investors
$4.02avg. 13F price*

At the end of Q1 2024, 33 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings. The largest holders were Orbis Allan Gray Ltd ($41.1M), NetEase, Inc. ($11.7M) and Vanguard Group Inc. ($5.0M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Youdao Inc. - ADR
CUSIP
98741T104
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 33Q1 2024Q2 2024: 35Q2 2024Q3 2024: 29Q3 2024Q4 2024: 30Q4 2024Q1 2025: 30Q1 2025Q2 2025: 30Q2 2025Q3 2025: 34Q3 2025Q4 2025: 31Q4 2025Q1 2026: 33Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$897K
Exits11$3.7M

Ownership 33 holders

Orbis Allan Gray Ltd 0.25% Reduce -1.2% 10,236,144 $41.1M
NetEase, Inc. 4.78% No change 2,898,293 $11.7M
Vanguard Group Inc. 0.00% No change 1,251,024 $5.0M
Coronation Fund Managers Ltd. 0.03% No change 243,361 $978K
Gsa Capital Partners LLP 0.07% Reduce -10.2% 224,664 $903K
Acadian Asset Management LLC 0.00% Reduce -30.8% 120,200 $482K
State Street Corp. 0.00% Reduce -70.0% 99,552 $400K
Norges Bank 0.00% No change 96,600 $388K
Millennium Management 0.00% New 92,181 $371K
Jane Street Group, LLC 0.00% Add +460.6% 86,676 $348K
Marshall Wace, LLP 0.00% Reduce -32.6% 63,381 $255K
Morgan Stanley 0.00% Reduce -8.2% 57,691 $232K
California Public Employees Retirement System 0.00% No change 57,603 $232K
Renaissance Technologies 0.00% Add +1.4% 49,000 $197K
HRT Financial LP 0.00% New 39,364 $158K
Goldman Sachs Group Inc. 0.00% New 38,776 $156K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -54.0% 36,109 $145K
Invesco Ltd. 0.00% Add +4.8% 33,193 $133K
Vident Advisory, LLC 0.00% New 31,672 $127K
Cubist Systematic Strategies, LLC 0.00% Add +101.7% 30,251 $122K
Susquehanna International Group, LLP 0.00% New 20,120 $81K
Catalyst Funds Management Pty Ltd 0.01% — 7,700 $31K
Tower Research Capital LLC (TRC) 0.00% Add +72.0% 6,486 $26K
Bank of America Corp. 0.00% Reduce -50.7% 4,608 $19K
Compagnie Lombard Odier SCmA 0.00% No change 2,000 $8K
Rhumbline Advisers 0.00% No change 1,625 $7K
UBS Group AG 0.00% Add +2982.9% 1,079 $4K
Qube Research & Technologies Ltd 0.00% New 582 $2K
EverSource Wealth Advisors, LLC 0.00% New 280 $980
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 134 $539
Harbour Investments, Inc. 0.00% No change 50 $201
Citigroup Inc. 0.00% No change 40 $161
Simplex Trading, LLC 0.00% Reduce -88.7% 148 $0

"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.