Youdao Inc. - ADRDAO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 30 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, up 1 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Orbis Allan Gray Ltd ($66.4M), NetEase, Inc. ($21.4M) and Vanguard Group Inc. ($7.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Youdao Inc. - ADR
- CUSIP
- 98741T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.9M |
| Exits | 6 | $302K |
All 13F filers, Q3 2024 → Q4 2024: 362,087 shares bought and 684,707 shares sold, net −322,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Orbis Allan Gray Ltd | 0.36% | Reduce -4.4% | 8,976,659 | $66.4M |
| NetEase, Inc. | 100.00% | No change | 2,898,293 | $21.4M |
| Vanguard Group Inc. | 0.00% | Reduce -5.3% | 1,057,619 | $7.8M |
| Acadian Asset Management LLC | 0.01% | Add +14.3% | 398,507 | $2.9M |
| Norges Bank | 0.00% | No change | 96,600 | $715K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 74,888 | $554K |
| Marshall Wace, LLP | 0.00% | New | 64,791 | $479K |
| Renaissance Technologies | 0.00% | Add +3.3% | 57,100 | $423K |
| Walleye Capital LLC | 0.00% | New | 54,149 | $401K |
| Gsa Capital Partners LLP | 0.02% | Reduce -63.3% | 42,395 | $314K |
| Qube Research & Technologies Ltd | 0.00% | New | 41,505 | $307K |
| California Public Employees Retirement System | 0.00% | Reduce -18.4% | 36,375 | $269K |
| Bank of America Corp. | 0.00% | Add +13310.0% | 32,050 | $237K |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 30,444 | $225K |
| Morgan Stanley | 0.00% | Reduce -41.1% | 20,692 | $153K |
| Vident Advisory, LLC | 0.00% | Add +35.6% | 19,707 | $146K |
| Jane Street Group, LLC | 0.00% | New | 16,020 | $119K |
| Millennium Management | 0.00% | Reduce -64.7% | 15,760 | $117K |
| Russell Investments Group, Ltd. | 0.00% | No change | 14,020 | $97K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.6% | 12,740 | $94K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,533 | $78K |
| Public Employees Retirement System of Ohio | 0.00% | Add +754.1% | 9,421 | $70K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 8,777 | $65K |
| UBS Group AG | 0.00% | Add +281.4% | 3,791 | $28K |
| Rhumbline Advisers | 0.00% | Add +29.1% | 2,070 | $15K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 179 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 94 | $696 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $370 |
| SBI Securities Co., Ltd. | 0.00% | — | 20 | $148 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.