Youdao Inc. - ADRDAO
13F holders, Q2 2025 (June 30)30holders
4new positions
4sold out
1famous investor
$8.60avg. 13F price*
At the end of Q2 2025, 30 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were Orbis Allan Gray Ltd ($64.5M), NetEase, Inc. ($24.9M) and Vanguard Group Inc. ($8.7M). One famous investor held it 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $172K |
| Exits | 4 | $690K |
All 13F filers, Q1 2025 → Q2 2025: 198,168 shares bought and 1,094,318 shares sold, net −896,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Orbis Allan Gray Ltd | 0.31% | Reduce -10.1% | 7,497,430 | $64.5M |
| NetEase, Inc. | 6.28% | No change | 2,898,293 | $24.9M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 1,006,850 | $8.7M |
| Acadian Asset Management LLC | 0.01% | Add +31.8% | 372,687 | $3.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +47.5% | 202,764 | $1.7M |
| Walleye Capital LLC | 0.01% | Reduce -34.8% | 115,204 | $991K |
| Qube Research & Technologies Ltd | 0.00% | Add +0.6% | 109,559 | $942K |
| Bank of America Corp. | 0.00% | Reduce -36.6% | 70,706 | $608K |
| Renaissance Technologies | 0.00% | Reduce -3.1% | 58,400 | $502K |
| California Public Employees Retirement System | 0.00% | Add +0.3% | 39,808 | $342K |
| Tidal Investments LLC | 0.00% | Add +5.0% | 30,267 | $260K |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 29,291 | $252K |
| Susquehanna International Group, LLP | 0.00% | Add +8.9% | 26,241 | $226K |
| Marshall Wace, LLP | 0.00% | Reduce -1.8% | 25,330 | $218K |
| Public Employees Retirement System of Ohio | 0.00% | Add +34.8% | 21,557 | $185K |
| Morgan Stanley | 0.00% | Reduce -10.6% | 21,216 | $182K |
| Jane Street Group, LLC | 0.00% | New | 19,158 | $165K |
| Vident Advisory, LLC | 0.00% | Reduce -71.6% | 16,244 | $140K |
| UBS Group AG | 0.00% | Add +156.9% | 10,946 | $94K |
| Group One Trading LLC | 0.00% | Add +8.0% | 7,771 | $67K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1153.3% | 1,153 | $10K |
| NewEdge Advisors, LLC | 0.00% | New | 723 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.5% | 702 | $6K |
| Rhumbline Advisers | 0.00% | No change | 550 | $5K |
| Royal Bank of Canada | 0.00% | New | 64 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 87 | $748 |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $525 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $430 |
| Osaic Holdings, Inc. | 0.00% | New | 1 | $9 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.