Youdao Inc. - ADRDAO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 30 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 7 sold out. The largest holders were Orbis Allan Gray Ltd ($63.6M), NetEase, Inc. ($22.1M) and Vanguard Group Inc. ($7.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $728K |
| Exits | 7 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 494,916 shares bought and 1,010,902 shares sold, net −515,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Orbis Allan Gray Ltd | 0.36% | Reduce -7.1% | 8,339,388 | $63.6M |
| NetEase, Inc. | 100.00% | No change | 2,898,293 | $22.1M |
| Vanguard Group Inc. | 0.00% | Reduce -5.2% | 1,002,160 | $7.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -29.1% | 282,688 | $2.1M |
| Walleye Capital LLC | 0.02% | Add +226.1% | 176,599 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +83.5% | 137,456 | $1.0M |
| Bank of America Corp. | 0.00% | Add +247.9% | 111,491 | $851K |
| Qube Research & Technologies Ltd | 0.00% | Add +162.4% | 108,895 | $831K |
| Renaissance Technologies | 0.00% | Add +5.6% | 60,300 | $460K |
| Vident Advisory, LLC | 0.01% | Add +190.2% | 57,192 | $436K |
| Gsa Capital Partners LLP | 0.03% | Add +3.6% | 43,907 | $335K |
| California Public Employees Retirement System | 0.00% | Add +9.2% | 39,709 | $303K |
| Citadel Advisors | 0.00% | New | 31,228 | $238K |
| Invesco Ltd. | 0.00% | Add +2.3% | 31,153 | $238K |
| Tidal Investments LLC | 0.00% | New | 28,839 | $220K |
| Marshall Wace, LLP | 0.00% | Reduce -60.2% | 25,781 | $197K |
| Susquehanna International Group, LLP | 0.00% | Add +89.1% | 24,096 | $184K |
| Morgan Stanley | 0.00% | Add +14.7% | 23,731 | $181K |
| Public Employees Retirement System of Ohio | 0.00% | Add +69.8% | 15,992 | $122K |
| Walleye Trading LLC | 0.00% | New | 15,123 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 12,747 | $97K |
| Group One Trading LLC | 0.00% | New | 7,193 | $55K |
| UBS Group AG | 0.00% | Add +12.4% | 4,261 | $33K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $15K |
| Rhumbline Advisers | 0.00% | Reduce -73.4% | 550 | $4K |
| Barclays PLC | 0.00% | New | 200 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.6% | 92 | $702 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.4% | 88 | $671 |
| CoreCap Advisors, LLC | 0.00% | New | 61 | $465 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $382 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.