Youdao Inc. - ADRDAO
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 34 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Orbis Allan Gray Ltd ($72.4M), NetEase, Inc. ($28.8M) and Vanguard Group Inc. ($10.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $650K |
| Exits | 2 | $390K |
All 13F filers, Q2 2025 → Q3 2025: 295,488 shares bought and 422,419 shares sold, net −126,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Orbis Allan Gray Ltd | 0.31% | Reduce -2.9% | 7,281,408 | $72.4M |
| NetEase, Inc. | 5.78% | No change | 2,898,293 | $28.8M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 1,013,162 | $10.1M |
| Acadian Asset Management LLC | 0.01% | Add +37.2% | 511,473 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +24.7% | 252,793 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.7% | 97,829 | $972K |
| Renaissance Technologies | 0.00% | Add +17.6% | 68,700 | $683K |
| Walleye Capital LLC | 0.00% | Reduce -57.9% | 48,452 | $482K |
| Marshall Wace, LLP | 0.00% | Add +55.6% | 39,403 | $392K |
| California Public Employees Retirement System | 0.00% | Reduce -6.3% | 37,309 | $371K |
| Tidal Investments LLC | 0.00% | Reduce -2.8% | 29,434 | $293K |
| Public Employees Retirement System of Ohio | 0.00% | Add +35.9% | 29,286 | $291K |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 28,983 | $288K |
| Citadel Advisors | 0.00% | New | 25,297 | $251K |
| Morgan Stanley | 0.00% | Add +10.3% | 23,407 | $233K |
| Gsa Capital Partners LLP | 0.02% | New | 20,253 | $201K |
| Vident Advisory, LLC | 0.00% | Reduce -22.1% | 12,662 | $126K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,968 | $119K |
| UBS Group AG | 0.00% | Reduce -34.7% | 7,143 | $71K |
| Bank of America Corp. | 0.00% | Reduce -91.8% | 5,828 | $58K |
| Simplex Trading, LLC | 0.00% | New | 2,758 | $27K |
| Citigroup Inc. | 0.00% | New | 2,697 | $27K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,535 | $25K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $20K |
| Group One Trading LLC | 0.00% | Reduce -75.0% | 1,947 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,153 | $11K |
| Rhumbline Advisers | 0.00% | Add +101.8% | 1,110 | $11K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.6% | 480 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.2% | 202 | $2K |
| Royal Bank of Canada | 0.00% | No change | 64 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $606 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $497 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.9% | 41 | $408 |
| Osaic Holdings, Inc. | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.