Youdao, Inc. (DAO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

119,851,130Shares Outstanding

11,917,929Shares held by institutions

$112,147,712Value of institutional holdings

9.94%Institutional ownership %

-3.22%Shares Changed QoQ

30No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Youdao, Inc. (NYSE:DAO) is held by 30 institutional investors per 13F filings through December 2025.

These investors collectively held 9.9% of Youdao's outstanding shares in December 2025, down from 10.4% in September 2025.
They decreased total shares held in Youdao by -3.22% from last quarter, and the number of investors in DAO decreased 6.25% annually.
Among the 30 funds, 9 bought more Youdao shares, 15 sold down, and 6 held their ground.
The aggregate institutional position in Youdao amounted to 11.92Mn shares as of December 2025, down by 396.19K shares quarter on quarter, and down 2.15Mn shares year over year.
As of December 31, 2025, the biggest holder of Youdao is Orbis Allan Gray Ltd at 6.94Mn shares, representing 5.79% of shares outstanding.
Leading buyers of Youdao shares for the quarter ending December 2025 were GSA CAPITAL PARTNERS LLP (52.86K), VANGUARD GROUP INC (27.41K), UBS Group AG (7.73K), Smartleaf Asset Management LLC (509), Morgan Stanley (139).
The biggest sellers of Youdao for the quarter ending December 2025 included Orbis Allan Gray Ltd (337.55K), ACADIAN ASSET MANAGEMENT LLC (79.51K), Qube Research & Technologies Ltd (39.99K), Connor, Clark & Lunn Investment Management Ltd. (9.35K), RENAISSANCE TECHNOLOGIES LLC (6.7K).
Business Quant data shows the 10 biggest positions in Youdao as of December 2025 are held by Orbis Allan Gray Ltd (6.94Mn), NetEase, Inc. (2.9Mn), VANGUARD GROUP INC (1.04Mn), ACADIAN ASSET MANAGEMENT LLC (431.97K), Connor, Clark & Lunn Investment Management Ltd. (243.45K), GSA CAPITAL PARTNERS LLP (73.11K), RENAISSANCE TECHNOLOGIES LLC (62.0K), Qube Research & Technologies Ltd (57.84K), MARSHALL WACE, LLP (38.39K), CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (37.09K).

30 Institutional Holders

11,917,929 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Orbis Allan Gray Ltd	31 Dec, 2025	6,943,858	-337,550	-4.64%	$69,994,089.00
NetEase, Inc.	31 Dec, 2025	2,898,293	0	0.00%	$29,214,793.00
VANGUARD GROUP INC	31 Dec, 2025	1,040,574	27,412	2.71%	$10,488,985.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	431,966	-79,507	-15.54%	$4,338.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	243,446	-9,347	-3.70%	$2,453,936.00
GSA CAPITAL PARTNERS LLP	31 Dec, 2025	73,111	52,858	260.99%	$737.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	62,000	-6,700	-9.75%	$624,960.00
Qube Research & Technologies Ltd	31 Dec, 2025	57,838	-39,991	-40.88%	$583,007.00
MARSHALL WACE, LLP	31 Dec, 2025	38,387	-1,016	-2.58%	$386,941.00
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	31 Dec, 2025	37,087	-222	-0.60%	$373,837.00
Invesco Ltd.	31 Dec, 2025	27,797	-1,186	-4.09%	$280,194.00
Morgan Stanley	31 Dec, 2025	23,546	139	0.59%	$237,344.00
UBS Group AG	31 Dec, 2025	14,877	7,734	108.27%	$149,960.00
Vident Advisory, LLC	31 Dec, 2025	10,794	-1,868	-14.75%	$108,804.00
Bank Of America Corp /De/	31 Dec, 2025	6,352	-5,304	-45.50%	$64,028.00
Mirae Asset Global Investments Co., Ltd.	31 Dec, 2025	2,535	0	0.00%	$25,553.00
Compagnie Lombard Odier SCmA	31 Dec, 2025	2,000	0	0.00%	$20,160.00
RHUMBLINE ADVISERS	31 Dec, 2025	1,019	-91	-8.20%	$10,270.00
EverSource Wealth Advisors, LLC	31 Dec, 2025	913	-240	-20.82%	$9,203.00
NewEdge Advisors, LLC	31 Dec, 2025	576	96	20.00%	$5,805.00

1 - 20 of 30

Research Tools