Youdao Inc. - ADRDAO
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 35 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, up 2 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were Orbis Allan Gray Ltd ($37.5M), NetEase, Inc. ($11.4M) and Vanguard Group Inc. ($4.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $334K |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 212,298 shares bought and 1,219,420 shares sold, net −1,007,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Orbis Allan Gray Ltd | 0.23% | Reduce -6.5% | 9,565,293 | $37.5M |
| NetEase, Inc. | 6.56% | No change | 2,898,293 | $11.4M |
| Vanguard Group Inc. | 0.00% | No change | 1,251,024 | $4.9M |
| Acadian Asset Management LLC | 0.00% | Add +98.4% | 238,445 | $928K |
| Gsa Capital Partners LLP | 0.05% | Reduce -16.7% | 187,188 | $734K |
| Norges Bank | 0.00% | No change | 96,600 | $379K |
| Jane Street Group, LLC | 0.00% | Add +0.7% | 87,255 | $342K |
| Millennium Management | 0.00% | Reduce -11.2% | 81,853 | $321K |
| State Street Corp. | 0.00% | Reduce -26.5% | 73,204 | $287K |
| Renaissance Technologies | 0.00% | Add +6.7% | 52,300 | $205K |
| California Public Employees Retirement System | 0.00% | Reduce -19.4% | 46,443 | $182K |
| Morgan Stanley | 0.00% | Reduce -38.8% | 35,331 | $138K |
| Citadel Advisors | 0.00% | New | 32,665 | $128K |
| Invesco Ltd. | 0.00% | Reduce -7.3% | 30,760 | $121K |
| Marshall Wace, LLP | 0.00% | Reduce -52.2% | 30,287 | $119K |
| Russell Investments Group, Ltd. | 0.00% | New | 20,759 | $79K |
| Castleview Partners, LLC | 0.04% | New | 18,278 | $72K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -51.6% | 17,468 | $68K |
| Vident Advisory, LLC | 0.00% | Reduce -50.7% | 15,625 | $61K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -65.7% | 10,385 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 8,777 | $34K |
| Blue Trust, Inc. | 0.00% | New | 4,960 | $20K |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 3,949 | $15K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -49.4% | 3,900 | $15K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Add +2106.7% | 2,957 | $12K |
| UBS Group AG | 0.00% | Add +170.3% | 2,916 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.7% | 2,421 | $9K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $8K |
| Rhumbline Advisers | 0.00% | Reduce -1.4% | 1,603 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -68.7% | 182 | $713 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -36.1% | 179 | $555 |
| Osaic Holdings, Inc. | 0.00% | New | 57 | $223 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $196 |
| Citigroup Inc. | 0.00% | No change | 40 | $157 |
| Creekmur Asset Management LLC | 0.00% | New | 18 | $71 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.