Youdao Inc. - ADRDAO
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 33 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 6 sold out. The largest holders were Orbis Allan Gray Ltd ($66.2M), NetEase, Inc. ($28.5M) and Vanguard Capital Management LLC ($8.2M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $499K |
| Exits | 6 | $96K |
All 13F filers, Q4 2025 → Q1 2026: 107,183 shares bought and 376,531 shares sold, net −269,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Orbis Allan Gray Ltd | 0.28% | Reduce -3.0% | 6,738,724 | $66.2M |
| NetEase, Inc. | 3.05% | No change | 2,898,293 | $28.5M |
| Vanguard Capital Management LLC | 0.00% | — | 832,430 | $8.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -31.6% | 295,624 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -7.2% | 226,008 | $2.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 211,666 | $2.1M |
| Gsa Capital Partners LLP | 0.04% | Reduce -5.7% | 68,942 | $678K |
| Renaissance Technologies | 0.00% | Add +2.4% | 63,500 | $624K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.6% | 60,512 | $595K |
| UBS Group AG | 0.00% | Add +269.3% | 54,934 | $540K |
| Citadel Advisors | 0.00% | New | 50,639 | $498K |
| Marshall Wace, LLP | 0.00% | Add +20.7% | 46,335 | $455K |
| California Public Employees Retirement System | 0.00% | Reduce -0.3% | 36,987 | $364K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.2% | 28,341 | $279K |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 27,045 | $266K |
| Morgan Stanley | 0.00% | Reduce -5.8% | 22,174 | $218K |
| Vident Advisory, LLC | 0.00% | Reduce -6.7% | 10,069 | $99K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 3,843 | $38K |
| Group One Trading LLC | 0.00% | Add +2470.7% | 3,162 | $31K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $20K |
| Rhumbline Advisers | 0.00% | Add +19.6% | 1,219 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 912 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2793.3% | 868 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $5K |
| Royal Bank of Canada | 0.00% | Add +108.3% | 200 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 72 | $708 |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $600 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $492 |
| Stone House Investment Management, LLC | 0.00% | New | 42 | $413 |
| Cwm, LLC | 0.00% | New | 23 | $226 |
| Blue Trust, Inc. | 0.00% | New | 22 | $216 |
| Osaic Holdings, Inc. | 0.00% | Add +1800.0% | 19 | $187 |
| Ameritas Advisory Services, LLC | 0.00% | New | 7 | $69 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.