Youdao Inc. - ADRDAO
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 29 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, down 6 from Q2 2024. 4 opened new positions and 10 sold out. The largest holders were Orbis Allan Gray Ltd ($39.0M), NetEase, Inc. ($12.0M) and Vanguard Group Inc. ($4.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $221K |
| Exits | 10 | $669K |
All 13F filers, Q2 2024 → Q3 2024: 168,497 shares bought and 647,613 shares sold, net −479,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Orbis Allan Gray Ltd | 0.21% | Reduce -1.8% | 9,390,344 | $39.0M |
| NetEase, Inc. | 15.56% | No change | 2,898,293 | $12.0M |
| Vanguard Group Inc. | 0.00% | Reduce -10.8% | 1,116,339 | $4.6M |
| Acadian Asset Management LLC | 0.00% | Add +46.3% | 348,763 | $1.4M |
| Gsa Capital Partners LLP | 0.04% | Reduce -38.3% | 115,461 | $479K |
| Norges Bank | 0.00% | No change | 96,600 | $401K |
| Renaissance Technologies | 0.00% | Add +5.7% | 55,300 | $229K |
| Millennium Management | 0.00% | Reduce -45.5% | 44,613 | $185K |
| California Public Employees Retirement System | 0.00% | Reduce -4.0% | 44,582 | $185K |
| Morgan Stanley | 0.00% | Reduce -0.6% | 35,111 | $146K |
| State Street Corp. | 0.00% | Reduce -54.9% | 32,991 | $137K |
| Citadel Advisors | 0.00% | Reduce -3.9% | 31,393 | $130K |
| Invesco Ltd. | 0.00% | Reduce -0.2% | 30,693 | $127K |
| Susquehanna International Group, LLP | 0.00% | New | 26,855 | $111K |
| Symmetry Peak Management LLC | 6.37% | New | 24,500 | $102K |
| Vident Advisory, LLC | 0.00% | Reduce -7.0% | 14,537 | $60K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.5% | 14,020 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 8,777 | $36K |
| Blue Trust, Inc. | 0.00% | Add +36.4% | 6,764 | $27K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $8K |
| Rhumbline Advisers | 0.00% | No change | 1,603 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.8% | 1,288 | $5K |
| Public Employees Retirement System of Ohio | 0.00% | New | 1,103 | $5K |
| UBS Group AG | 0.00% | Reduce -65.9% | 994 | $4K |
| Simplex Trading, LLC | 0.00% | New | 917 | $3K |
| Bank of America Corp. | 0.00% | Reduce -94.0% | 239 | $992 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 179 | $743 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $208 |
| Citigroup Inc. | 0.00% | No change | 40 | $166 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.